Portfolio reporting

Save valuable time for both yourself and entrepreneurs

Efficiently track and report portfolio performance

Establishing a structured framework for collecting the appropriate financial and extra-financial data can be challenging and time-consuming for investors, diverting their focus to low-value reporting activities.

Our solution facilitates seamless portfolio KPI updates at the click of a button, automating the generation of dashboards for internal monitoring and LP reporting.

By adopting ScaleX Invest portfolio tracking, you can effectively meet the expectations of your board of directors and investors, while redirecting your energies towards higher-value strategic initiatives.

Establish an efficient data collection process for both you and entrepreneurs
Streamline report creation, saving time for investor communications
Proactively identify and mitigate risks within your portfolio
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