Portfolio Company Dashboard

Name: Portfolio Company Dashboard
Brand: Intellivizz
Availability: InStock

One source of truth for all portfolio company KPIs

ComplexPrivate EquitySaves 20 hrs/mo

What This Automation Does

This automation connects to your portfolio companies' accounting, CRM, and operational systems to pull key metrics on a scheduled basis. It calculates fund-level KPIs (weighted revenue growth, aggregate EBITDA, portfolio-wide headcount trends), flags outliers and concerning trends, and delivers an executive summary to the partnership. No more chasing spreadsheets or waiting weeks for portfolio reviews.

How It Works

Monthly Data Pull

Triggers on the configured monthly date to begin data collection from all portfolio companies.

Aggregate From Portfolio Companies

Pulls financial and operational data from each portfolio company's connected systems.

Calculate KPIs

Computes fund-level and company-level KPIs, trend analysis, and flags outliers or concerning metrics.

Executive Summary to Partners

Distributes a concise executive dashboard summary with key metrics, trends, and action items to the partnership.

This automation is included with your Intellivizz AI subscription.

Get Started — View Pricing

Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.

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