Quarterly Portfolio Reporting Automation
Generate institutional-grade portfolio reports in hours, not weeks
What This Automation Does
How It Works
Quarter-End Date
Triggers on the configured quarter-end date to begin the reporting cycle.
Collect Portfolio Financials
Automatically requests and aggregates financial data from all portfolio companies for the quarter.
Generate Report Templates
Populates pre-designed institutional report templates with portfolio-level and company-level sections.
Populate With Data & Charts
Fills all data tables, generates performance charts, calculates returns metrics (IRR, MOIC, TVPI).
Distribute to Stakeholders
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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