Scattered spreadsheets & reports
📊No real-time financial insights
⏳Slow decision-making for exits
❌This is costing firms time & missed opportunities.
🚀 What if you could automate it?
With Retool + API integrations, firms can build a custom Portfolio Performance Dashboard to:
✅ Aggregate portfolio data in real-time
✅ Automate performance tracking & alerts
✅ Get instant insights for better exit planning
🔗 APIs that make it happen:
PitchBook → Valuations & market trends
CB Insights → M&A & exit tracking
Plaid → Financial transactions & revenue data
Slack → Instant alerts for key investment changes
💡 The result?
✔️ No more manual data collection
✔️ Faster, smarter exit decisions
✔️ More transparency for investors
Want to automate your portfolio tracking?
Drop a comment or DM me! 📩
We will get back to you soon. As part of our process, you’ll receive a FREE business analysis to assess your needs, followed by a FREE wireframe to visualize the solution. After that, we’ll provide you with the most accurate pricing and the best solution tailored to your business. Stay tuned—we’ll be in touch shortly!
