Reporting software for managing multiple portfolio companies?

investor profile

October 01, 2025

by an investor from Dartmouth College in New York, NY, USA

Has anyone leveraged a reporting software when managing multiple portfolio companies? I'm looking for something (other than excel) that can track Financials / KPI's on a Hold Co view > vertical view > individual portco view. Hoping there is a solution out there that integrates with QuickBooks and provides Monthly / Annual dashboarding & analysis.
0
6
89
Replies
6
commentor profile
Reply by an investor
in Houston, TX, USA
This might be an overkill but Workiva is an enterprise grade solution that's used by thousands of companies (https://www.workiva.com/solutions/management-reporting)
commentor profile
Reply by an investor
from Dartmouth College in Greenwich, CT, USA
One of Verdian's subs is verdiancs.com, which we built for ESG data collection. You can do custom data collection as well. Happy to chat more about it. We have a number of PE firms/portcos who use it as a much cheaper/basic version of chronograph and a few other similar platforms.
commentor profile
+4 more replies.
Join the discussion