Private Markets Investors

Industry Data Challenges

  • Collecting Portfolio data for performance monitoring creates significant overhead for all involved

  • Critical data, documents and metrics on your direct investments and prospects are held in spreadsheets and on desktops, difficult to access and share, resulting in many versions of the truth

  • Increasing demand for decision-ready data that can serve multiple use cases - for portfolio monitoring, investment research and serving AI models

  • Financial, operational and sustainability metrics are collected independently in separate tools, templates and questionnaires

  • Comprehensive, high quality data on private companies is particularly difficult to source

Use case for Private Markets Investors

From Single Family Offices to Venture Capital firms and Investment Managers, our solutions help you to monitor your direct investments efficiently.

Introducing e22data Portfolio Data Platform, with integrated metric reporting portal.

How is the solution used?

  • Collecting quarterly and annual metrics, data and evidence from portfolio companies

  • Support data needs for multiple situations from deal screening to monitoring current investments

  • Consolidate historic data on any company, creating a single version of the truth

Features

Dashboard titled 'Portfolio Insights' showing map of Europe with numbered circles, energy transition graph, and three graphs depicting greenhouse gas emissions over time with target lines for 2030.

    • Capture Financial, Operational, Sustainability, Impact and any other metrics, with evidence

    • Consolidate data across the pipeline - from deal screening to monitoring portfolio companies

    • Replacing spreadsheets and data request questionnaires

    • AI powered data extraction from uploaded documents

    • Invite by email and allow PortCo to manage their own team access

    • Hold your own internal Due Diligence docs securely alongside e.g. Investment Memo, Legal DD, Quality of Earnings

    • Fully configured to your own unique needs from day one, including support for parallel investment themes

    • Field level validation rules ensure data quality and consistency

    • Delivering powerful insights including Risk and Impact at company and portfolio level

    • PowerBI native dashboards - view same insights in the platform, on your mobile and embed in your existing desktop dashboards

    • ‘API by design’ to connect with your existing GL or BI tools

  • Free your team to focus on investments. Our expert staff can remove your admin overhead:

    • Portfolio company training, onboarding and user access management

    • Reporting cycle initiation and chasing

    • Data quality assurance

    • Closing data gaps

    • Configuring new bespoke metric dashboards

    Talk to us about where we can help.

Data Platform - learn more
Hong Kong city skyline with tall buildings in the foreground and a large body of water with numerous boats. In the background, there are mountains and a bridge spanning the water.

"The streamlined and integrated approach allows us to closely collaborate with our Portfolio Companies and provide them with the support they need the most, to deliver on their business and impact objectives."

— Alexander Bent, Managing Partner, Undivided Ventures