Data & Portfolio Analytics
The client wanted to redesign the existing in-house system and to expand its functionality, make it scalable, and offer it as a service to other equity funds.
- Performance monitoring (with a diverse metrics array) for invested businesses;
- All information submitted by portfolio companies is stored in the database and automatically updated information on a client can include up to 150 different details;
- A powerful, user-friendly, centralized server storage with files available in Excel format;
- System supports multiple types of Excel spreadsheet templates;
- Prefabricated, new, custom spreadsheets can contain intricate calculation formulas;
- Report aggregation functionality makes it possible to merge multiple spreadsheets into a single printable file;
- Spreadsheets can be exported to SAC and Microsoft Document Imaging (MDI) format;
- Intricate multi-level approval workflow.
- Integration with Active Directory, Excel, Cognos, Open ID, Live ID, Sharepoint