Improve reliability and transparency

  • Problem
    • Auditing and controlling portfolio companies performance information and valuations, which are based on multiple sources of data, is often an expensive manual and time consuming process. As a result errors are detected when it is already too late.
  • How we do it
    • Information is captured directly at its source, the Portfolio Company, avoiding re-typing and unreliable spreadsheet links.
    • Portfolio Companies can verify consistency before submitting information. Automatic checks proactively alert inconsistencies.
    • Built-in functionality for tracking changes notifies GP users if previously reported figures have been modified, avoiding manual comparisons.
    • Full traceability reports and audit trails allow users to keep track of the source and history of every number in the system.
  • Benefits
    • Higher quality of information.
    • Increased control over the performance data received from PCs.
    • Single source of truth for all Portfolio Company information across the organization.

Contact us to learn more