Enterprise Portfolio Intelligence Platform
AI-powered multi-business dashboard for holding companies and investment groups to monitor performance across all portfolio companies in real-time.
Investment
Annual License + Setup
Includes setup, training, and first year of support
Timeline
From planning to full deployment
Team Size
Data engineers, analysts, and developers
What's Included
Unified Dashboard
Single view of all portfolio companies with real-time performance metrics
Cross-Business Analytics
Compare performance across different business units and industries
Predictive Intelligence
AI-powered forecasting and trend analysis for strategic planning
Custom KPI Tracking
Industry-specific metrics and custom KPIs for each business type
Automated Reporting
Scheduled reports for board meetings and stakeholder updates
Risk Monitoring
Early warning systems for performance issues and market risks
Investment Tracking
ROI tracking and investment performance analysis across portfolio
Mobile Access
Executive mobile app for on-the-go portfolio monitoring
Our Process
Portfolio Assessment
Analysis of all portfolio companies and data integration requirements
Platform Design
Custom dashboard design and KPI framework development
Data Integration
Integration with all business systems and data sources
Testing & Training
Platform testing, user training, and stakeholder onboarding
Launch & Support
Platform launch with ongoing support and optimization
Why Choose This Service
Strategic Oversight
Complete visibility into portfolio performance for better decision-making
Operational Efficiency
Streamlined reporting and reduced manual data collection
Risk Management
Early identification of performance issues and market risks
Investment Optimization
Data-driven insights for portfolio optimization and resource allocation
Expected ROI
Return through improved decision-making and operational efficiency
Typically achieved within 18-24 months through better portfolio management
Ready to Get Started?
Book a consultation with our enterprise team to discuss your specific needs.