CapabilitiesPortfolio Monitoring
See every investment the way your firm works.
See how every investment is doing, by fund or across the firm: status, value delivered and exposure. No consolidation spreadsheet.
Portfolio Monitoring
What's included.
Built the way you're built
Firm, fund, holdco, portco for PE. Parent, division, region, business unit for a corporate.
Ownership and dates
Ownership percentage and investment date on each company, so totals weight correctly.
Status at a glance
Every active deal and its stage, with the ones that need you first.
Value promised vs delivered
Synergy targets against what's been realized, across the portfolio.
Financials by fund and firm
Company actuals add up to fund and firm totals.
R&W and earn-out exposure
Survival periods, claims and payout deadlines across every deal.
Where to put the next dollar
See where value is being created across the portfolio, and where it isn't.
Deal teams stay separate
Deal teams see their deals. Partners see the firm.
Each deal counts in the right place.
A deal happens at a portfolio company, but its synergies count toward a fund's returns and its risk sits with the firm. Sherpa knows where every company sits, so the numbers land in the right place without anyone moving them.
Working alongside you
Henry thinks like a principal. He reads the whole portfolio and tells you where the value is, and where the next dollar should go.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
Before
Every deal's plan, initiatives and actuals.
After
Board and LP reporting, capital allocation and exit readiness.