Financial visibility across your entire portfolio

Financial visibility across your entire portfolio

Automate your financial reporting. Set consolidation on autopilot. Budget and forecast with accuracy.

Automate your financial reporting. Set consolidation on autopilot. Budget and forecast with accuracy.

Your fastest month-end close is a click away

Consolidate portfolio financials immediately

Drill into underperforming companies in seconds

Eliminate manual portfolio reporting

Track performance across every entity in real time

Track fund performance

Build unified reports for cash flow, EBITDA, and net revenue

Compare companies with consistent reporting formats

Streamline monthly and quarterly investor reporting

Deliver investor-ready KPI dashboards

Track IRR, MOIC, and operating metrics

Customize views for LPs, boards, and stakeholders

Share securely with partners anytime

North America’s #1 platform for strategic, multi-entity finance teams

Trusted by thousands of finance & accounting teams.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

Create a free website with Framer, the website builder loved by startups, designers and agencies.