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Portfolio Monitoring

  • GPs, investment officers, and finance teams, automate your data submissions from underlying portfolio investments and report on key financials and changes to capitalization, management teams, and board of directors.

  • Data Exchange can serve as a secure mechanism to share specific deal information with members of the Firm in private, online data rooms. Data Exchange is available as a standalone solution or integrated with the Investran suite for streamlining the portfolio monitoring process.