Enhance your portfolio management

One platform that allows you to track metrics that matter to you automatically.

Manage, track and convert your commercial, ESG, impact data — all-in-one

‍Commercial Module

Automatically track financial performance through API-linked accounting feeds or manual uploads. Enjoy flexible business KPIs and a centralised source for all investment-related documents, from board papers and minutes to legal documents and cap tables.

⬥ Trustworthy automated real-time data streams

⬥ Condition-based alerts: automated status alerts

⬥ Survey-to-KPI linking /portfolio benchmarking

ESG Module

Comes with default frameworks, but you can customize it entirely. 3 clicks for you, and Leave us to do the boring bits: chasing, data collection, cleaning, validation, scoring, benchmarking and analytics.

⬥ Bringing clarity to ESG: comparing financial and non-financial data

⬥ Get deeper insights with portfolio slice & dice

⬥ Built-in carbon calculator and benchmarking

‍Impact Module

We have incorporated and digitalized Theory of Change, IMP and Social Value Model that allows you to pick whichever practice works for you. Workflow automation from Impact Due Diligence assessment, ongoing monitoring, to tracking changes over time.

⬥ Customised KPIs and monitoring questionnaire database

⬥ Multiple users collaboration and knowledge sharing

⬥ Create KPIs that suit any impact project: entirely flexible