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Investee Portal

Investee Portal

Investee Portal

The PE Front Office Investee Portal is a dedicated portal for portfolio companies to access all their data and documents.

Our solution is designed to streamline the data collection process by enabling portfolio companies to easily submit their financial, KPI, and ESG data using defined data upload templates. It ensures the consistency of data while allowing the Investment team to focus on other crucial investment tasks.

PE Front Office Investee Portal serves as a valuable tool for enhancing transparency and promoting collaboration between the investment management team and the investee companies.

Investee Portal

Financial, KPIs, ESG

Track portfolio financials, KPIs, and ESG data.

Budget, Actual, IC, or Audited

Enable investee company teams to upload data across multiple cases – Budget, Actual, and IC/Audited.

Multiyear Data

Enable investee company teams to capture data across multiple financial years.

Streamline Data Collection

Offer dedicated logins to investee companies to upload data directly in predefined formats.

Complete Audit Trails

Track the history of data uploads and changes made by the investee company teams.

Analytics & Reports

Perform real-time analysis of data and generate comprehensive reports with a variety of built-in analytics.

Secure login interface for Investee Companies

Secure login interface for investee companies.

Our Solutions

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Productivity Multipliers