Absolutely not! Our system is built to limit the hassle and complication of onboarding, with bulk uploading a setup wizard to make it easy. Plus our team is here to guide you to make sure you are up to speed in no time.
Yes! Our client success and investment teams can help you where needed to augment your operations further, with expanded reporting, hands-on portfolio company engagement, due diligence, and more.
Whether through integrated third-party apps or fully managed accounts, we'll work with you to connect the other systems and processes you're currently using. We make data collection as streamlined as possible - you, your team, and your portfolio companies can send us any kind of data in whatever format, and we'll take it from there; or you can upload it directly with our data importing tools.
Our free trial gives you full access to our Lite, Individual or Pro plans. To get started with your free 14-day trial, select either plan and provide your credit card information. Once your trial period concludes, your subscription will commence automatically to ensure uninterrupted service. However, if you decide to cancel within the initial 14 days, no charges will be applied.
Yes, you have the option to export your data for further analysis or reporting. We offer various export formats to suit your needs. You can also generate investment related updates and share with relevant stakeholders, all within the platform.