Portfolio and client data collection
The monthly view ready in days, not weeks. Every company's numbers land in one sheet, chased and checked, without an analyst losing a week to it.
Hours back
6
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Requests sent on a set date
Each company gets the same short request, with a link to the template or the option to reply with their usual pack.
- 02
Chased until it arrives
Reminders go to the company contact and, if it's still missing, to your deal lead to call.
- 03
Figures mapped into one format
Numbers from each pack go into your standard sheet. Missing values are left blank, not guessed.
- 04
Changes and odd numbers flagged
Big swings and changed definitions are noted, with a link to the original document behind each figure.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
An analyst or partner checks flagged figures against the source before anything goes into a board pack or investor update.
What it's worth
What those hours add up to.
6 hours a week, over 46 working weeks, is 276 hours a year. At $50 an hour, that’s
$13,800
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Each month an analyst emails every portfolio company or advisory client for their figures. They arrive late, in different formats, with definitions that quietly change. Someone retypes them into a master sheet, then checks it twice because they don't trust it.
What we build
- Requests sent on a set date
- Chased until it arrives
- Figures mapped into one format
- Changes and odd numbers flagged
A month in
The monthly view is ready in days instead of weeks, every number traces back to its source, and partners spend review time on what the numbers mean.
FAQ
Can each company send their own format?
Yes. Figures are mapped from whatever format each company sends, and anything that doesn't map cleanly is flagged for a person.
Does it make investment or advisory judgements?
No. It collects, organises and flags the figures, and every investment or advisory judgement stays with your team.
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Thirty minutes on portfolio and client data collection. We build its elf with you, live, and you keep it.