Author: modelweaver
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Generate meaningful insights from your projects collection
Trace transaction valuation multiples and other metrics over time, grouping by sector, country, portfolio, and other criteria
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Sample Use-Cases
Family office, PE & VC firms Directly access forecasts and other modelling in real time, prepared and shared by portfolio company administrators of portfolio companies. Compile portfolio-level model combinations and summaries across your investment portfolio. Keep track of capitalization tables by share class, and visualizing funding rounds issuance and holdings over time. Strategic planning and…
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Selected features
Pipeline dashboard Summarize your project pipeline and billing – slice deal size, expected fees, and billing by major region, industry, and type of transaction. Keep track of transaction multiples at a project level. Business cases & KPI modelling Keep track of private equity and venture portfolio investments, as well as group of enterprises, legal entity…