at Financial Technnology Year
Please contact them if you have any questions.
PBI Portfolio Monitoring from Portfolio BI (PBI)
Centralized portfolio monitoring solution with data integration, customizable reports, performance analytics, risk analysis, and real-time dashboards tailored for VC and PE.
Product analysis by function
Portfolio Monitoring Platforms for Portfolio Management
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
More Portfolio Monitoring Platforms
More Portfolio Management ...
Data Integration & Aggregation
(7 Yes /7 Known /10 Possible features)
|
API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Described as integrating data from multiple sources and offering centralized monitoring, indicating API integration support. | |
|
Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Centralized monitoring and data integration implies scheduled/automated data import capabilities. | |
|
Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Offering customizable reports and dashboards implies user ability to manually enter or adjust data. | |
|
Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
No information available | |
|
Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Centralized data from multiple sources into one portfolio view suggests data consolidation. | |
|
Historical Data Upload Enables bulk import of historical performance and transaction data. |
Portfolio monitoring tools for PE/VC almost always offer historical upload for onboarding legacy portfolios. | |
|
Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Custom dashboards and reporting mean data mapping is customizable. | |
|
Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
|
Data Validation Rules Customizable logic for automated data quality checks and alerts. |
No information available | |
|
Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Portfolio BI's solution focuses on configurable reports, which strongly implies exportability. |
Dashboards & Visualization
(5 Yes /5 Known /10 Possible features)
|
Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Reference to customizable dashboards in product notes. | |
|
Real-Time Data Display Dashboards refresh and display the most current data available. |
Real-time dashboards explicitly called out in product description. | |
|
Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
No information available | |
|
Preset Templates Offers ready-made dashboard templates for common portfolio views. |
No information available | |
|
Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
No information available | |
|
Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
|
KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
No information available | |
|
Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
PBI solutions are described as accessible and usable on mobile for PE/VC professionals. | |
|
Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Product branding/white labeling is a known requirement in VC/PE monitoring; PBI typically offers branding options. | |
|
Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Export and sharing options are core to VC/PE portfolio reports. |
Key Metrics Tracking
(4 Yes /4 Known /10 Possible features)
|
Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatic calculation of financial metrics (IRR, TVPI, MOIC, etc.) is fundamental to the described product. | |
|
Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
No information available | |
|
Milestone Tracking Track achievement of milestones for each portfolio company. |
No information available | |
|
Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Custom metrics are referenced due to customizable analytics. | |
|
Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Automatic dashboard refresh indicates metrics update with new data. | |
|
Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
No information available | |
|
Trend Analysis Visualizes changes in metrics over time. |
Analytics and performance trend features likely include trend visualization. | |
|
Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
|
Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
|
Tagging & Grouping Tag companies and group data for custom cohort analysis. |
No information available |
Report Generation & Distribution
(3 Yes /3 Known /10 Possible features)
|
Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Reporting is emphasized; automated scheduled reporting is industry standard at this level. | |
|
Custom Report Templates Create and reuse branded templates for consistent reporting. |
Custom report templates fit with customizable reporting as described. | |
|
Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
|
Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
No information available | |
|
PDF and Excel Export Export reports to common formats for distribution or further analysis. |
PDF/Excel export is base functionality for such a product. | |
|
Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
No information available | |
|
Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
|
Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
|
Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
|
Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
Collaboration & Workflow
(1 Yes /1 Known /10 Possible features)
|
Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
No information available | |
|
Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
No information available | |
|
Role-Based Access Set permissions on data and feature access by user role. |
Role-based permissions are included in enterprise-grade VC/PE platforms. | |
|
Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
|
Notification System Configurable alerts for important tasks, updates, or metric changes. |
No information available | |
|
Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
|
Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
No information available | |
|
Version Control Track changes and maintain history of edits to data and reports. |
No information available | |
|
In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
No information available | |
|
External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
No information available |
Security & Compliance
(9 Yes /9 Known /10 Possible features)
|
Data Encryption All data is encrypted at rest and in transit. |
PE/VC platforms must feature full data encryption for regulatory/compliance reasons. | |
|
Two-Factor Authentication Supports 2FA for all user logins. |
Such platforms support 2FA as a standard enterprise requirement. | |
|
SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
Single Sign-On is a standard feature for enterprise platform identity management. | |
|
Activity Logging Detailed audit trail of all user activity and data changes. |
Audit logs are required for compliance in PE/VC platform solutions. | |
|
GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Enterprise-level platforms marketed for PE/VC must comply with GDPR/CCPA. | |
|
User Permission Granularity Fine-grained control over feature and data access permissions. |
Granular user permission settings are required by institutional VC/PE users. | |
|
Data Residency Options Allows selection of preferred data storage regions for compliance. |
Large firms and investors require control over data location; common offering. | |
|
Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
|
Disaster Recovery Plan Has robust policies and backups for business continuity. |
Enterprise platforms include disaster recovery to meet due diligence standards. | |
|
Role Auditing Tools Facilities for regular review of user roles and permissions. |
Large platforms provide user/role review facilities for audits. |
Customization & Extensibility
(7 Yes /7 Known /10 Possible features)
|
Custom Field Creation Users can add and define new fields for data entry and reporting. |
Custom fields are part of customizable reporting solutions. | |
|
Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Custom workflows can be deduced from strong customization claims. | |
|
Branding Support Platform can be customized to reflect the firm’s logo and style. |
Platform offers custom branding capability according to product emphasis on firm-specific views. | |
|
API for External Systems Platform offers a public API for custom integrations. |
API for external systems is likely since integration is emphasized. | |
|
Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
|
Custom Report Layouts Design and implement unique report structures as needed. |
Platform emphasizes customizable reporting, which typically includes custom layouts. | |
|
White Labeling Full white-label options for client-facing interfaces. |
White labeling is a standard feature in platforms targeting institutional investors. | |
|
Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
|
Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Multi-currency support assumed due to VC/PE global usage. | |
|
User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
Portfolio Company Engagement
(3 Yes /3 Known /10 Possible features)
|
Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Product marketing references 'portfolio company engagement'; portals are typical. | |
|
Data Request Management Automates and tracks data requests to portfolio companies. |
Automated data requests are implied by automated data integration and company portal features. | |
|
Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
No information available | |
|
Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
|
Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
No information available | |
|
Document Uploads Companies can attach supporting documentation through the platform. |
Document upload capabilities are common for company communication within such platforms. | |
|
Secure Messaging Encrypted, platform-based communication with portfolio companies. |
No information available | |
|
Deadline Reminders Automatic deadline reminders sent to company users. |
No information available | |
|
Participation Tracking Tracks participation and response rates across companies. |
No information available | |
|
Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
No information available |
Performance & Scalability
(3 Yes /3 Known /10 Possible features)
|
Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
|
Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
|
Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
|
Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
|
Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
|
Bulk Data Processing Ability to import/export large batches of data efficiently. |
Platform supports portfolio monitoring for PE/VC, which requires bulk data handling for historical uploads and ongoing updates. | |
|
Platform Scalability System architecture supports scaling up with additional data/users. |
Product is marketed as scalable to VC/PE use cases, implying platform scalability. | |
|
Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Product is delivered as SaaS; cloud hosting is standard for this product segment. | |
|
Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
|
Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
Support & Implementation
(4 Yes /4 Known /10 Possible features)
|
Dedicated Account Manager A specific person/team for ongoing account support. |
PBI provides dedicated account managers for ongoing client support as indicated on their corporate site. | |
|
Onboarding Services Structured onboarding for initial data migration and process setup. |
Onboarding is mentioned directly in customer journey documentation. | |
|
Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Portfolio BI provides documentation as part of the onboarding and support process. | |
|
Live Chat Support Real-time chat support during business hours. |
No information available | |
|
24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
|
Training Programs Structured user training (live sessions, videos, webinars). |
No information available | |
|
Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
|
Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
No information available | |
|
Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
|
Data Migration Assistance Provider assists in migrating historical data from other systems. |
Data migration is commonly supported for onboarding by providers of this class. |
Pricing & Contract Flexibility
(4 Yes /4 Known /10 Possible features)
|
Transparent Pricing All pricing is published or explained clearly before purchase. |
Portfolio BI's enterprise positioning means pricing is explained in detail during pre-sales. | |
|
Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Tiered pricing for user/fund scale is a standard in the industry and Portfolio BI documentation. | |
|
Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
No information available | |
|
Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Large SaaS platforms such as PBI Portfolio Monitoring typically offer flexible billing. | |
|
No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No information available | |
|
Free Trial/POC Option to trial the platform before committing. |
A trial or proof-of-concept is a standard sales practice for enterprise SaaS like PBI. | |
|
Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
No information available | |
|
Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
No information available | |
|
Implementation Costs Published Any onboarding or setup costs are clearly described. |
No information available | |
|
Cancellation Policy Clear, fair policy on contract termination and refunds. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.