FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
BEATFlow is an easy-to-onboard and adaptable workflow management system. It provides a quick and clear view of the ongoing activities within the project, scheduled upcoming work and comprehensive reports on the engagement. BEATFlow is tailored for the financial services industry, our clients include investment banks, commercial banks, private equity firms, asset managers, consulting firms and more.
BEAT Aura enables research analysts to automatically retrieve information from company filings and populate relevant data points in client-approved MS Excel models and templates.
CovenantPulse is a platform that provides in-depth understanding of covenant performance trends and early warning signals of deteriorating covenant quality via interactive dashboards and advanced covenant informatics.
Combining smart technologies (EDGE) and specialist staff to ensure end-to-end high-quality CDB updates. EDGE is a custom-built proprietary platform that helps automate the update process, reduce turnaround time, and increase efficiency
Analysts and presentations specialists at all investment banks and advisory firms spend a significant amount of their time creating the perfect credential slide. The typical challenges are dis-organised deal information, inconsistent formats and templates, and highly manual effort of formatting. Our solution to these challenges is a SaaS-based product that streamlines and automates credential slides (tombstones) creation in any client template instantly.