Use the Portfolio Management application to manage every aspect of your holdings.
From the moment you invest, through quarterly revaluations of your securities, to final exit and common waterfall allocations, we've got you covered. Along the way, your portfolio companies and properties can upload financials and KPIs to our Monitoring Portal.
Need to mange incoming investment opportunities? Investigate our Deal Management application.
More challenges? Check-out our plugins:
Loan Management - handles the most complex loan structures and invoicing
Partner Attribution - IRRs by partner, clarifies value creation amongst the investment team