PlatformIntegrations
Works with the systems you already run.
Bring in actuals from each company's ERP and headcount from its HR system, sign in with your identity provider, and send the board a deck they already know how to read.
ERP
Actuals from the systems your companies run.
Revenue, margin, EBITDA and budget by period, lined up once so the numbers mean the same thing across every company you own.
HRIS
Headcount and attrition from the HR system.
See who's staying, who's leaving and how headcount compares with the plan, without asking HR for an export.
And the rest
Sign-in, filings and the board deck.
Single sign-on
Sign in through your identity provider over SAML or OIDC. Multi-factor authentication is required on every account.
SEC filings
Financials for listed targets, pulled from public filings when you ask for them.
PowerPoint
Board and SteerCo packs export as decks your board already knows how to read.
Share links
Send documents to people outside the data room with an email-gated link, and see what they opened.
Credentials kept safe
Each connection belongs to one company, and its credentials are stored encrypted.
Running something else?
Tell us what your companies use and we'll talk it through in the demo.
Actuals where they matter.
ERP numbers land next to the deal model and the value creation plan, so you see what's ahead and what's behind without a spreadsheet in between.
