Streamline data flow from your portfolio companies into your Family Office entity to drive internal reporting, portfolio monitoring, investment acuity, compliance, accounting and more.
Drill through data to analyze, view and easily create reports and satisfy best practices.
Easily track, analyze and improve investment performance at the portfolio level. View a global snapshot of your various businesses.
In addition to reporting and monitoring, the solution includes accounting:
Ability to consolidate entities and perform rollups for fund reporting and to track performance is vital.
Reporting and maintaining loan information to satisfy covenant compliance could never be easier.
Collect disparate data from various sources and load into a structured environment for drilling into data by utilizing Excelor’s suite of customized Microsoft tools which includes Excel add-ins.