Improve reliability and transparency
- Problem
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- 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
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- 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
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- 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