Fund Management

Streamline the company evaluation process into a
standardized flow that pulls information into
a unified portfolio model.
Plan Together. Win Together.
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Portfolio Company Updates

Create a single template to automatically collect data from every portfolio company with one click.

Get instant updates to your consolidated portfolio model and save hundreds of hours and spreadsheets with a unified core model.

Fund Valuation

Automatically pull financial data from standardized portfolio company models into a unified fund valuation model.

Updates to your fund valuation model are instant, easily calculating metrics such as MOIC or IRR.


Centrally manage historical data, forecasts and business logic.


Create and share beautiful dashboards and collaborate in real-time.


Build models that scale and automate workflows.

Collaborative Planning

Iterative and collaborative process involving all stakeholders.

Pivot-based Modelling

Define a model once and repeat it across thousands of permutations

Fast and Scalable

Create detailed models that trace back to original data sources

Familiar Formula Syntax

Build and audit models with a familiar formula syntax

Version Control

Collaborate in real-time with a sophisticated version control system


Assign and email individuals to collect inputs for models.

Built for Integrations

Our API-first engineering approach
connects data seamlessly