Portfolio Company Monitoring & Reporting

Total Clarity.
Smarter Oversight.

Partner with FinStrat

Insightful reporting and oversight to help you support your companies and maximize returns.

Effective portfolio company monitoring is essential for maximizing returns and identifying opportunities for value creation. Our monitoring and reporting services provide the insights and oversight you need to support your portfolio companies effectively while maintaining visibility into performance and potential issues.

Solutions

Data Collection: We handle all data collection requests on a white-labeled basis.
Connections: Our software can eliminate manual requests by connecting to your portfolio companies’ accounting system.
Normalization: Our accounting and finance staff curate and normalize disparate financial performance data.
Portfolio Building: We collect and migrate historical portfolio data. You can access your portfolio holistically or filter by custom fields such as investment geography, fund, stage, vintage, etc.
Investment Data: We publish all salient investment detail on a portfolio company and fund basis, so that you don’t have to toggle to your cap table.
Dashboards: We publish dashboards for the balance sheet, P&L, ratios, and performance metrics.
Comparison Reports: We publish comparison dashboards to include benchmarks and median values so that you can better assess performance.
Customization: We can customize your dashboards to provide you the greatest and most relevant level of detail, to include custom metrics, preferred terminology, and relevant reporting periods.
Reporting: Our software makes it easy to create and share updates with your GPs and LPs.
Expertise: Your implementation is led by a dedicated manager, supported by a staff of accounting and finance professionals, to include CFOs, CFA® Charterholders, and CPAs.