Portfolio360
Real-time portfolio performance — KPIs, valuations, and benchmarking, refreshed from the same data InvestIQ already normalized.
What is Portfolio360?
How every position is actually performing, right now.
Portfolio360 gives you a real-time view of how every position in the portfolio is actually performing — KPIs, valuations, and benchmarks, refreshed from the same data InvestIQ already normalized, not a quarterly snapshot assembled by hand.
Benefits
See problems early, not at quarter-end.
- ✓ Real-time KPI and valuation dashboardsPer company and rolled up across the whole portfolio.
- ✓ Benchmarking against your own history and peer setsSee performance in context, not in isolation.
- ✓ Early visibility into underperforming positionsNot a surprise discovered at quarter-end.
Features
What's inside Portfolio360.
- Portfolio company KPI dashboards
- Valuation tracking
- Benchmarking & comparison views
- Custom views by fund, sector, or vintage