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Essentials
New launch
Ridiculously Easy way to automate and centralize your portfolio data collection — no cost to start.
Free
(track upto 5 portfolio companies)
+$99
/Year per additional company
Automated, founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
100% accurate data extraction from documents
Excel Plug-in, APIs & Custom Integrations
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document.
Contact sales
Everything in Essentials
100% accurate, human-verified data extraction
Advanced analytics & Custom reporting
Excel Plug-in, APIs & Custom Integrations
Data Migration Service & Dedicated support
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
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Essentials
Enterprise
Data Collection
Automated Data Requests
Request Tracking
Automated Reminders
Document Management
Provenance Tracking
Data Extraction
Extraction from Documents
Source Mapping
Standardization
Analytics
Company Dashboards
Currency Conversion
Formula Builder
Custom Views
Benchmarking
Tear Sheets
Data Export
Download to Excel
Excel Plug-in
Snowflake Share
APIs
Integrations
Custom Integrations
Support
Email & Chat Support
Implementation & Onboarding
Data Migration Services
Dedicated Customer Success Manager
Custom SLA & MSA