Find the right solution for your needs
Find the right solution for your needs
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
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
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
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
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
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
8B+ AUM multi-strategy fund
Leading funds are saving 500+ hours per year
Compare plans
Data Collection
Automated Data Requests
Automated Data Requests
Automated Data Requests
Request Tracking
Request Tracking
Request Tracking
Automated Reminders
Automated Reminders
Automated Reminders
Document Management
Document Management
Document Management
Provenance Tracking
Provenance Tracking
Provenance Tracking
Data Extraction
Extraction from Documents
Extraction from Documents
Extraction from Documents
Source Mapping
Source Mapping
Source Mapping
Standardization
Standardization
Standardization
Analytics
Company Dashboards
Company Dashboards
Company Dashboards
Currency Conversion
Currency Conversion
Currency Conversion
Formula Builder
Formula Builder
Formula Builder
Custom Views
Custom Views
Custom Views
Benchmarking
Benchmarking
Benchmarking
Tear Sheets
Tear Sheets
Tear Sheets
Data Export
Download to Excel
Download to Excel
Download to Excel
Excel Plug-in
Excel Plug-in
Excel Plug-in
Snowflake Share
Snowflake Share
Snowflake Share
APIs
APIs
APIs
Integrations
Custom Integrations
Custom Integrations
Custom Integrations
Support
Email & Chat Support
Email & Chat Support
Email & Chat Support
Implementation & Onboarding
Implementation & Onboarding
Implementation & Onboarding
Data Migration Services
Data Migration Services
Data Migration Services
Dedicated Customer Success Manager
Dedicated Customer Success Manager
Dedicated Customer Success Manager
Custom SLA & MSA
Custom SLA & MSA
Custom SLA & MSA