Private Markets Investors

Industry Data Challenges

  • Collecting Portfolio Company data for performance monitoring creates significant manual 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

"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

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

    • Capture Financial, Operational, Sustainability 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

    • PowerBI native dashboards - delivering insights at company or portfolio level

    • ‘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.

Platform features - learn more