Built for Private Equity

See across yourentire portfolio.

In real time — not once a month.

Unify data from every portfolio company. Standardize EBITDA, revenue, and margins automatically. Ask questions in plain English — get answers in seconds.

Book a Demo See How It Works

White-glove onboardingSOC 2 compliantLive in under 2 weeks

Connects to the tools your portfolio companies already use

QuickBooks

NetSuite

Xero

SAP

Salesforce

HubSpot

Excel

Google Sheets

Stripe

PostgreSQL

Snowflake

MySQL

Portfolio Reporting Is Broken

Your analysts deserve better than this.

Every month. The same fire drill. The same broken spreadsheets.
The reporting workflow at most PE firms hasn’t changed in a decade.

Portfolio_Consolidated_v7_FINAL(2).xlsx

D14 =VLOOKUP(B14,'[Acme_Q3.xlsx]Sheet1'!$A:$F,4,FALSE)

Company

Revenue

EBITDA

Margin

Acme Corp

$14,200,000

$2,840,000

20.0%

Summit LLC

8,750,000

$1,312,500

15.0%

Vertex Inc

#REF!

$980,000

#REF!

Bridgeport

$6.2M

???

—

Northstar

$22,100,000

$4,420,000

check w/ CFO

waiting...

Consolidated

Acme_Rev

Summit_P&L

DO NOT EDIT

Old_v3

+12 more

This is your single source of truth

A 47-tab workbook that one analyst understands and everyone else is afraid to touch.

Inbox 24

Search mail

Sarah Chen 10:42 AM

RE: RE: RE: Q3 Revenue Numbers

Here's the updated version. Note that EBITDA now includes...

CFO Office — Vertex 9:15 AM

Updated P&L - FINAL v3 (corrected)

Apologies for the delay. Please disregard the previous...

David Liu Yesterday

Monthly Reporting Package - November

Team, please find attached the latest reporting package...

Derek Hoffman Yesterday

FW: Can you re-pull Q3? Numbers look off

See below — the LTM figures don't tie to what Summit sent...

Katie Morris Nov 12

RE: RE: Reconciliation — see revised numbers

Hi team, attaching the corrected reconciliation. Please ignore...

Portfolio Reporting Nov 10

Reminder: Monthly data due by EOD Friday

This is a reminder that all portco data submissions are...

This is your reporting workflow

Every portco sends a different format, on a different schedule, to a different inbox.

# portfolio-reporting

14 members

David Liu 10:23 AM

Are the Q3 numbers in the board deck final? @channel

Nina Shah 10:25 AM

Which version should I use? I see two files from Sarah

Mike Brennan 10:31 AM

I think the one labeled "FINAL" is old. Use "FINAL_v2_revised"

Rachel Torres 10:34 AM

Wait — does Acme's EBITDA include the add-backs or not?

James Park 10:38 AM

The board meeting is in 3 hours. Can we get this sorted?

😨 4 👌 2

This is your data governance

Critical business decisions traced back to a Slack thread from three weeks ago.

73%

say reporting takes too long

15+ hrs

per portco per month on manual data collection

Only 22%

of PE firms trust their portfolio data

Every data source. Every portco.One unified view.

No more copy pasting across spreadsheets and emailing clients for metrics

Acme Corp

Stellar Co

Vortex Inc

USEFULDATA.io

Nova Tech

Cipher Ltd

Atlas Inc

Connect to your entire data stack

Seamlessly integrate with 200+ data sources, warehouses, and business tools

View all 200+ integrations

Capabilities

Everything you need to run a data-driven portfolio

Capabilities

Everything you need torun a data-driven portfolio

Portfolio AIOnline

Which portfolio companies have margin trending below 15%?

3 companies found

Vertex SaaS11.0% (↓ from 15.2%)

Nova Logistics14.0% (stable)

Coastal Retail13.0% (↓ from 14.1%)

Ask anything about your portfolio...

Portfolio AIOnline

Which portfolio companies have margin trending below 15%?

3 companies found

Vertex SaaS11.0% (↓ from 15.2%)

Nova Logistics14.0% (stable)

Coastal Retail13.0% (↓ from 14.1%)

Ask anything about your portfolio...

EBITDA Margin

KPI Definition

SUMofEBITDA/revenue× 100

$12.4M

+8.3% vs prior quarter

Acme Manufacturing

$8.7M

-2.1% vs prior quarter

Vertex SaaS

$5.2M

+12.7% vs prior quarter

Coastal Retail

$3.9M

+0.4% vs prior quarter

Nova Logistics

Q4 Board Report

Last updated: 2 hours ago

LiveShare

$142M

+14%

Portfolio Revenue

18.3%

+2.1pp

Avg EBITDA Margin

72%

-3%

Cash Conversion

Revenue by Company

ACMVTXCSTSMTNVAATL

Margin Trends (6 mo)

Portfolio Benchmark

Capabilities

Everything you need to run a data-driven portfolio

Capabilities

Everything you need torun a data-driven portfolio

Portfolio AIOnline

Which portfolio companies have margin trending below 15%?

3 companies found

Vertex SaaS11.0% (↓ from 15.2%)

Nova Logistics14.0% (stable)

Coastal Retail13.0% (↓ from 14.1%)

Ask anything about your portfolio...

Portfolio AIOnline

Which portfolio companies have margin trending below 15%?

3 companies found

Vertex SaaS11.0% (↓ from 15.2%)

Nova Logistics14.0% (stable)

Coastal Retail13.0% (↓ from 14.1%)

Ask anything about your portfolio...

EBITDA Margin

KPI Definition

SUMofEBITDA/revenue× 100

$12.4M

+8.3% vs prior quarter

Acme Manufacturing

$8.7M

-2.1% vs prior quarter

Vertex SaaS

$5.2M

+12.7% vs prior quarter

Coastal Retail

$3.9M

+0.4% vs prior quarter

Nova Logistics

Q4 Board Report

Last updated: 2 hours ago

LiveShare

$142M

+14%

Portfolio Revenue

18.3%

+2.1pp

Avg EBITDA Margin

72%

-3%

Cash Conversion

Revenue by Company

ACMVTXCSTSMTNVAATL

Margin Trends (6 mo)

Portfolio Benchmark

Things you won’t hear anymore

The EBITDA numbers don't match what I sent last week

Can someone check if Acme's revenue includes intercompany?

I need the consolidated deck by tomorrow. Where are we?

I'm still waiting on three portcos. Can we push the IC date?

Which version of the model is the latest? I see v12 and v14

Apologies for the delay. Attached is our updated P&L (revised)

The headcount numbers in the board deck don't match HR's report

Can you re-pull that? The LTM figures look off

The EBITDA numbers don't match what I sent last week

Can someone check if Acme's revenue includes intercompany?

I need the consolidated deck by tomorrow. Where are we?

I'm still waiting on three portcos. Can we push the IC date?

Which version of the model is the latest? I see v12 and v14

Apologies for the delay. Attached is our updated P&L (revised)

The headcount numbers in the board deck don't match HR's report

Can you re-pull that? The LTM figures look off

The EBITDA numbers don't match what I sent last week

Can someone check if Acme's revenue includes intercompany?

I need the consolidated deck by tomorrow. Where are we?

I'm still waiting on three portcos. Can we push the IC date?

Which version of the model is the latest? I see v12 and v14

Apologies for the delay. Attached is our updated P&L (revised)

The headcount numbers in the board deck don't match HR's report

Can you re-pull that? The LTM figures look off

Does anyone have the login for Bridgeport's QuickBooks?

We changed our revenue recognition method last quarter, FYI

Forwarding the corrected file. Ignore the one from Tuesday

The dashboard is showing stale data again

RE: RE: RE: Q3 Revenue Reconciliation

Why does Fund III's roll-up not tie to the portco submissions?

I spent all week manually consolidating. Found two errors after I sent it.

Can we standardize the reporting template? Every portco sends something different

Does anyone have the login for Bridgeport's QuickBooks?

We changed our revenue recognition method last quarter, FYI

Forwarding the corrected file. Ignore the one from Tuesday

The dashboard is showing stale data again

RE: RE: RE: Q3 Revenue Reconciliation

Why does Fund III's roll-up not tie to the portco submissions?

I spent all week manually consolidating. Found two errors after I sent it.

Can we standardize the reporting template? Every portco sends something different

Does anyone have the login for Bridgeport's QuickBooks?

We changed our revenue recognition method last quarter, FYI

Forwarding the corrected file. Ignore the one from Tuesday

The dashboard is showing stale data again

RE: RE: RE: Q3 Revenue Reconciliation

Why does Fund III's roll-up not tie to the portco submissions?

I spent all week manually consolidating. Found two errors after I sent it.

Can we standardize the reporting template? Every portco sends something different

The Happiness Curve of a

PE Team on Usefuldata

Start your journey

😊

Connect your portfolio companies' data sources

50+ native connectors (QuickBooks, NetSuite, SAP)
White-glove setup assistance
Data validation & quality checks

😊

Connect your portfolio companies' data sources

50+ native connectors (QuickBooks, NetSuite, SAP)
White-glove setup assistance
Data validation & quality checks

DAY 1

Connect Data

DAY 2

First Insights

DAY 3

Metric Standardization

DAY 4

Team Rollout

DAY 5

Portfolio Intelligence

Ready to unify your portfolio data?

See how PE firms replace scattered spreadsheets with real-time cross-portfolio analytics.

Book a Demo

See across yourentire portfolio.

Your analysts deserve better than this.

This is your single source of truth

This is your reporting workflow

This is your data governance

Every data source. Every portco.One unified view.

Connect to your entire data stack

Everything you need to run a data-driven portfolio

Everything you need torun a data-driven portfolio

AI-Powered Q&A

KPI Builder

Board-Ready Dashboards

EBITDA Margin

Q4 Board Report

AI-Powered Q&A

KPI Builder

EBITDA Margin

Board-Ready Dashboards

Q4 Board Report

Everything you need to run a data-driven portfolio

Everything you need torun a data-driven portfolio

AI-Powered Q&A

KPI Builder

Board-Ready Dashboards

EBITDA Margin

Q4 Board Report

AI-Powered Q&A

KPI Builder

EBITDA Margin

Board-Ready Dashboards

Q4 Board Report

Things you won’t hear anymore

The Happiness Curve of a

PE Team on Usefuldata

Connect your portfolio companies' data sources

Connect your portfolio companies' data sources

Ready to unify your portfolio data?