portfolio management
Help your portfolio companies succeed with data-driven support
Use network and relationship data to assist portcos as they grow, raise funds, and recruit
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Elevate your portfolio support strategy
Track engagement with portfolio company leaders
Monitor all touchpoints with portfolio companies through automated activity capture. Ensure consistent engagement with founders and executives across your firm, and quickly identify which companies need additional attention or support.
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Manage introductions to key resources
Connect portfolio companies with the right people at the right time. Use relationship intelligence to identify the best paths to potential hires, advisors, mentors, or customers within your firm’s extended network, accelerating growth for your investments.
Explore relationship intelligenceMonitor company performance and generate reports
Create customized dashboards and reports on portfolio company growth metrics and engagement activities. Turn interaction data into insights that demonstrate your firm's value-add to limited partners, strengthening your pitch for future fundraising.
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