Bring together
Planned: select the relevant investments and advisory relationships for a portfolio view.
Portfolio management, coming soon
One view across the companies you back or advise.
A portfolio-wide view is coming soon for M&A teams, VC, fund and portfolio managers. It will bring each company's intelligence, value drivers, risks and progress into a common review rhythm; company-level diligence and monitoring are available as separate workflows today.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhere is value being created or lost across the portfolio, and which company needs attention next?
What goes in
- Company-level intelligence and access permissions
- Comparable financial, strategic and operating signals
- Investment theses and value-creation objectives
What comes out
- Planned cross-company portfolio view
- Planned opportunity, risk and progress priorities
- Planned drill-down to each company's evidence and actions
Illustrative workflow · Advisor judgement stays in the loop
The workflow
From question to next move.
Compare
Planned: review consistent value, risk and execution signals across companies.
Investigate
Planned: move from a portfolio signal into the company's underlying intelligence.
Act
Planned: follow up with the responsible company team and track the response.
Available today
Go deep on one company now.
The Analyst's company-level workflows support strategic diligence, scenario analysis, valuation analysis, action plans and monitoring. The planned portfolio workspace will connect those individual company views across a group of investments.
- Assess a target's financial, people and operational case.
- Model upside, downside and the pace of execution.
- Track that company's agreed priorities after the decision.
Planned capability
Compare value creation across holdings.
The cross-company view is in development. It is designed to help investment teams compare performance and value-creation priorities across holdings while retaining the underlying company evidence. Release timing will be announced when the workspace is ready.
- See which companies are progressing against value-creation milestones.
- Identify emerging risks and opportunities across the portfolio.
- Open the company-level evidence before taking action.