Major release
Company Snapshot: One company. The full picture.
To get a complete view of a single portfolio company, most teams are pulling from three or four different places.
Fund performance in one tool, company health metrics in another, cap table and ownership history somewhere else. Then there's everything your firm tracks internally, the context that lives in someone's memory or a side spreadsheet, disconnected from the rest. The information exists, it's just never in the same room.
Company Snapshot brings it all into one page.
Fund Performance
The first thing you see when you open a company is how your investment is doing - MOIC, IRR, fair value, total cost, unrealized gain, and latest valuation.
Company Health
Quick check on the company's cash situation. Cash in bank, monthly burn, FUME date, revenue and net income with quarter-over-quarter changes and trend lines.
Investment Performance
Track how the value of your investment has changed over time, with cost, FMV, and every valuation event plotted on the same timeline alongside a complete valuation history.
