Centralize investment data and performance metrics across your portfolio
An interactive analytics platform providing “at-your-fingertips” access to fund, investor, and investment data. The platform is also used by Fund Administrators to provide an enhanced service to their own customers and sub modules include a configurable LP Portal for Investor access to analytics and documents.
FirmView Performance features include:
- Firm, Fund, Investor, and Investment level positions and look-throughs
- Analytical Dashboards, Reporting and Trends
- Credit line and Bank Account analytics
- Tear Sheets for Internal Company Updates and Externally for Investors
- Portfolio Schedules
- Capital Account Statements
- Funded and Unfunded Commitments
- Positions and Gain Loss Metrics
- Performance Metrics (IRR, TVPI/MOIC, RVPI, DPI)
- Investment attributes, KPIs, and Financials
- Data for Investor Inquiry Responses
Get Started with FirmView Today!
FirmView® is used by leading private capital firms across private equity, private debt, venture capital, and energy as well as alternative investment fund administrators.Schedule Demo