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Portfolio Dashboard
How is my portfolio performing?
How is my portfolio performing?
The Portfolio Dashboard aggregates all your deal data into a single intelligence view. Track deals analysed, wins vs losses, average margin, and time to exit. The stickiest tool in the ecosystem - once you track properties here, you will not leave.
Business Tier
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Portfolio Dashboard
Total deals analysed, shortlisted, offered on, won, and completed at a glance.
Average ROI, win/loss ratio, median time to exit, and return trends over time.
Identify what your best deals have in common and where your analysis has been weakest.
PDF export of portfolio performance for investors, partners, or lenders.
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