Portfolio Monitor

Portfolio Companies

Company	Sector	Country	Revenue ($M)	EBITDA ($M)	Rev Growth %	EBITDA Margin %	Status	Health	Actions

Revenue by Company ($M)

EBITDA Margin by Company (%)

Company Profiles

Manage your portfolio company profiles and track key details

📤 Financial Data Upload

Portfolio companies upload their financials and KPIs here

Company

Reporting Period

📎

Upload financial statements, management accounts, board packs or KPI reports
PDF, DOCX, XLSX, CSV

Manual KPI Entry

Financial KPIs

Revenue ($)

Gross Profit ($)

EBITDA ($)

Net Income ($)

Cash & Equivalents ($)

Total Debt ($)

Accounts Receivable ($)

Accounts Payable ($)

Capital Expenditure ($)

Prior Period Revenue ($)

Gross Margin %

—

EBITDA Margin %

—

Revenue Growth %

—

Net Debt ($)

—

Operational KPIs

Headcount

Total Customers

New Customers

Churned Customers

CAC ($)

LTV ($)

NPS (-100 to 100)

Revenue per Employee ($)

Budget vs Actual

Revenue Budget ($)

Revenue Actual ($)

EBITDA Budget ($)

EBITDA Actual ($)

Revenue vs Budget

—

EBITDA vs Budget

—

Cross-Portfolio Analytics

Performance League Table

Rank	Company	Sector	Metric	Performance

Revenue Trend (Quarterly)

EBITDA Trend (Quarterly)

📊 Portfolio KPI Summary

Reports & Analysis

Generate AI-powered portfolio reports in ILPA and institutional formats

Settings

Configure custom KPIs, reporting reminders and currency settings

Custom KPI Builder

Currency Settings

Base Currency

Reporting Reminders

Portfolio Company Monitoring Hub

➕ Add Portfolio Company