Discover the platform

INVESTMENT FUNDS

Manage the investee portfolio with reliable and standardized data to evaluate performance

DIGITAL TRANSFORMATION

Have timely and standardized reports to monitor [investee] performance on a single platform

Turn accounting data into managerial information in seconds, from Balance Sheet or Ledger, and have reliable data to guide your customers’ decisions.

COLLABORATIVITY

Have any questions about a number? Comment and interact with the team with history and deadlines

It is also possible to create goals and review flows with remote access to ensure accurate indicators.

CONSOLIDATED VIEW

Track portfolio performance and compare individual results

Consolidate different economic groups, with multi-currency resources, and have traceability [by linking counterparts] and agility in closings.

"I found out that within the same 15 minutes needed to generate the financial statements, with the parameterization, charts and presentations are also created automatically, activities that I would take another 4 (four) hours of work to prepare."
Victor Muracami – Partner at BX Group

FORECASTING

Short and medium term planning to define startups' objectives and priorities

Simplified and detailed scenarios, with projections of the Financial Statements and comparison between Actual and Forecast.

DASHBOARDS

Keep tack of relevant KPIs with sophisticated dashboards, adaptable to any business

Keep key metrics close at hand. Quickly notice trends and know where to investigate to optimize results.

MONTHLY REPORT

Agile presentations with quality and reliable data, without requiring extra time from the team

Interactive detailing elements and a robust tool for support during the analysis and due-diligence process by investors.

Want to know how to centralize portfolio management and have reliable data always available?

Request a demo and find out how we help other investors!

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Utilizamos cookies de acordo com a nossa Política de Privacidade e, ao prosseguir com o envio, você concorda com estas condições.