Investment Dashboard Monitor

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PORTFOLIO DASHBOARD MONITOR

AI analysis & performance data presentation system
for VC funds, PE and Investors

Be aware of the essentials of your portfolio.

Current information about all portfolio companies in just one place.

What do you gain?

Get online access to a secured online system that gathers all information you need.

Find current information on all portfolio companies’ performance: sales volumes, costs, CRM data, traffic, and other operational metrics. Everything gathered together and served in a convenient and understandable set.

A constant and high-quality stream of insight information from your companies. Including product readiness, capital burn-out, and marketing expenses. The information set is based on all data from CRM, accounting, sales reports, bank statements, and traffic statistics from each week, month, or quarter.

Provide basic information like:
– Milestones or
– Performance Checkpoints,
And get noticed way ahead whether your investment meets your expectations.

This way, never miss important moments of development again. Instead, get valuable time react accordingly.

Avoid crises

Knowing the essentials in advance is crucial in crisis management. Thanks to Dashboard Monitor, be aware of any upcoming surprises, so as not to swallow a bitter pill later.

Artificial Intelligence algorithms

Thanks to artificial intelligence mechanisms, expected results are provided in no time. Work that used to take several trained analysts days can be done in a few hours.

Check milestones realisation.

Setting milestones is always easy. The hard part comes when reaching them. Dashboard Monitor would provide all necessary information about all investments’ progress

Second look

Consultations related to the project. Communication is essential in all stages of investments. Cross-check opinions with specialists during selected weekly or monthly sessions.

Benchmark & Indicator Valuation

Get essential information about the company’s value through the Dashboard Monitor. You will get a general awareness of the actual worth of each investment. Indicators based valuation (f.e. P/ EBITDA) enhanced with operational data are used, such as sales team performance or a number of service users. A multi-factor chart will show how strong a company is relative to its competencies. Get information on its current market positioning to get the overall image of owned assets.

Time saver

Thanks to the appropriate alerts, spending time on getting the correct answer to complex questions will not be necessary.

Avoid crises

Knowing the essentials in advance is crucial in crisis management. Thanks to Dashboard Monitor, be aware of any upcoming surprises, so as not to swallow a bitter pill later.

Artificial Intelligence algorithms

Thanks to artificial intelligence mechanisms, expected results are provided in no time. Work that used to take several trained analysts days can be done in a few hours.

Check milestones realisation

Setting milestones is always easy. The hard part comes when reaching them. Dashboard Monitor would provide all necessary information about all investments’ progress.

Second look

Consultations related to the project. Communication is essential in all stages of investments. Cross-check opinions with specialists during selected weekly or monthly sessions.

Benchmark & Indicator Valuation

Time saver

Thanks to the appropriate alerts, spending time getting the correct answer to complex questions will not be necessary.

Features

Current capital structure

Constant monitoring of capital structure is crucial for any decision-making process among shareholders. Get access to actual data from all transactions from the stakeholders.

Financial indicators

Get all the information you need to evaluate investments. Changes of EBITDA, current IRR, trendlines, and other indicators.

Sales Performance

Equip a constant stream of reliable information about the sales team’s performance. Be constantly aware of how many leads there are in the database and the most pleasurable contract value at the end of a given period. Thanks to this tool, always be aware of business capacity and the possible outcomes of the investment.

Analytical KPI's

Get simple information on what the strengths and weaknesses of online sales are. The report will provide the most accurate information about the online sales process and immediately show weak spots that have a place for improvement.

HR report

Competencies needed in the upcoming future are covered. Also, gain awareness of any key personnel about to leave the company who may likely become one of your competitors.

Oversimplified finance

Don’t let any of the financial data be overwhelming. Concentrate on cash flows visage on your bank account. Get access to the simplest form of economic rapport.

Technology / product readiness

Visualize information about the RnD or product readiness. Depending on the given information, it may show its legal, technical, or usability status. Get awareness of the competitive advantages of investments.

Other / custom

And much more information and data, which will save time and money on analytical work.

Current capital structure

Constant monitoring of capital structure is crucial for any decision-making process among shareholders. Get access to actual data from all transactions from the stakeholders.

Financial indicators

Get all the information you need to evaluate investments—change of EBITDA, current IRR, trendlines, and other indicators.

Sales Performance

Equip a constant stream of reliable information about the sales team’s performance. Be constantly aware of how many leads there are in the database and the most pleasurable contract value at the end of a given period. Thanks to this tool, be aware of business capacity and the possible outcomes of the investment.

Analitycal KPI's

HR report

Competencies needed in the upcoming future are covered. Also, gain awareness of any key personnel about to leave the company who may likely become one of your competitors.

Oversimplified finance

Don’t let any of the financial data be overwhelming. Concentrate on cash flows visage on your bank account. Get access to the simplest form of economic rapport.

Technology / product readiness

This report can visualize information about the RnD or product readiness. Depending on the given information, it may show its legal, technical, or usability status. Get awareness of the competitive advantages of investments.

Other / custom

And much more information and data, which will save time and money on analytical work.

PRODUCT SAMPLE

How does it work:

1. Secure all essential data

Legal contract

Non Disclosure Agreement

2. Provide the most critical information

3. Opening communication channel

All information received is secure and stored on secure servers.

4. Start using service

Get online access to a secured online system and concentrate on creating another UNICORN.

How does it work:

1. Secure self and all essential data

Legal contract

Non Disclosure Agreement

2. Provide the most critical information

3. Opening communication channel

All information received is secure and stored on secure servers: email or virtual drivers data transfer. Access to a secured online panel will be given.