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Coming Soon

Portfolio Dashboard

How is my portfolio performing?

What It Does

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.

Pro Tier

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Portfolio Dashboard

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Key Capabilities

1

Deal Overview

Total deals analysed, shortlisted, offered on, won, and completed at a glance.

2

Performance Metrics

Average ROI, win/loss ratio, median time to exit, and return trends over time.

3

Pattern Detection

Identify what your best deals have in common and where your analysis has been weakest.

4

Export and Reporting

PDF export of portfolio performance for investors, partners, or lenders.

Get Notified When Portfolio Dashboard Launches

Be the first to know. Sign up and we will email you when this tool is ready.

Works Best With