Risk and Financial Management

Stay in control.

Take all the risk out of your portfolio with controls and automated alerts.

Key Features

  • Automated Deal Pricing

    Automatically control price quotes and financial assumptions on every deal with a hosted pricing model so that your team stays focused on the best opportunities.

  • Excel Models in the Cloud

    Sync data from portfolio analytics, reports and project models all in one place, so that you have a single, reliable record of truth at all times.

  • Audit Logs

    Gain instant access to detailed change logs for all of your data fields so that you stop wasting time auditing project data, and start acquiring more projects.

  • Instant Investment Memo Generation

    Generate high quality, accurate investment memos with the push of a button so that you can simplify and standardize your investment review.

  • Bulk Model Editing and Calculation

    Calculate and update multiple financial models for multiple projects all at once, so that you spend less time less time crunching numbers and more time analyzing trends.

It’s time to gain control of your portfolio.

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