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Portfolio Monitoring
Collect, analyse, and report on key metrics to drive informed decisions and maximise performance across your investments.
Entrilia’s Portfolio Monitoring tool helps private capital firms bring structure to data collection, ensure consistency across portfolio companies, and deliver flexible, insight-driven reporting.
Flexible Data Model
Define and manage custom metrics aligned with your investment strategy.
Capture various data types, including numeric, text, date, and monetary values.
Use scenarios to track different financial and operational perspectives, such as Actuals, Budget, and Forecasts, with the flexibility to create your own.
Collect data across monthly, quarterly, or yearly time periods.
Add dimensions to metrics, like Revenue by Country or Product, to uncover deeper insights.
Configurable Input Forms for Target Use Cases
Private equity: Collect structured financials, including P&L, Balance Sheet, Cash Flow, and other KPIs.
Venture capital: Track metrics such as ARR, Churn, Runway, and Burn.
Net Debt: Gather detailed information on portfolio company debt, including loan types and interest terms.
Internal team updates: collect qualitative updates from deal teams and other internal stakeholders.
Streamlined Data Request Workflow
Create and send data collection requests to portfolio company contacts or internal teams.
Portfolio companies submit data through a dedicated portal, with full visibility into request status and the ability to resubmit if needed.
Email reminders and real-time tracking help ensure timely and complete submissions.
Support for flexible input methods, including direct entry and file uploads.
Schedule data requests in advance to match your reporting cycles.
Robust Reporting and Data Connectivity
Entrilia’s built-in reporting lets you create tabular and pivot reports with portfolio metrics. The Entrilia Excel add-in connects these reports to Excel for extended analysis and spreadsheet flexibility.
Access your portfolio monitoring data via Snowflake Data Sharing for seamless and secure integration.
Connect to leading BI tools like Power BI for advanced analysis and visualization. Build dashboards to monitor KPIs, trends, and performance across your portfolio.
Publish Power BI reports and access them directly from Excel, giving you flexibility for more ad-hoc, spreadsheet-based reporting.
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