Portfolio Monitoring
Software

Fund portfolio monitoring software that allows you to better collect, analyze, report, and share key portfolio company and fund data

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Portfolio Monitoring Software
for unmatched insights

Allvue’s Portfolio Monitoring solution enables PE and VC fund managers to enhance their portfolio management efforts by collecting, analyzing, and reporting on performance and operating metrics of their portfolio companies and funds. Our cloud-based system gets information where it needs to be–across portfolio management teams, investor relations and the back office. Pull together all your data and processes into one unified system so everyone in the firm is working together from a single source of truth, empowering better investment decisions based on accurate information.

Empowered collaboration

Empowers key decisionmakers across your fundraising, finance, and deal teams with critical fund and holdings level performance metrics needed in a single, out-of-box solution.

Automated data collection

Automates the data collection process, including financials and operating KPIs, to easily scale the quantity and frequency of data collection as needed without requiring additional headcount.

Customizable reporting

Delivers customizable and flexible reporting tools to meet the needs of key stakeholders in real-time to help streamline private equity reporting workflows.

What you get with
Allvue’s Portfolio Monitoring Software

01

Streamlined data collection

Streamline portfolio company data collection and fund performance reporting with an intuitive cloud-based platform.
02

Real-time data access

Access real-time data in one source of truth with dynamic dashboards and self-service reporting.
03

Shareable data

Provide internal stakeholders, operating partners, and LPs with both qualitative and quantitative information while customizing the level of detail.
04

Drill-down analysis

Leverage business intelligence and data management capabilities to drill down into asset level details.
05

Adaptable proccesses

Easily configure input screens, data checks, and reports while overlaying your own custom processes and workflows.
06

An integrated solution

Integrate fund accounting and investor reporting capabilities with your private equity portfolio monitoring software.

Enhanced performance transparency

Expectations for data access only grow with time. Housed within our Portfolio Monitoring solution, Allvue’s Internal Rate of Return (IRR) Hub empowers private equity and venture capital fund managers to calculate performance forecasts and scenario analytics via our streamlined, user-friendly, in-platform calculation engine.

Slice & dice data

What sets Allvue’s Portfolio Monitoring solution apart is that we give you both one source of truth for fund and portfolio company data as well as the ability to analyze that data and draw out key insights. Our private equity portfolio monitoring software, dynamic dashboards, and robust reports allow you to easily extract actionable insights from your data, so that you can spot trends and make decisions more efficiently and effectively.

One solution for all your stakeholders

Allvue offers a truly integrated platform that gets information where it needs to be – across investment teams, investor relations and the back office. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

Grant your fundraising team real-time access to portfolio performance
Empower your portfolio managers and deal team to easily monitor trends across multiple dimensions
Help your finance team more accurately measure exposure by leveraging real-time data
Give your investors access to self-service reporting tools

Enhancing your fund and portfolio company analytics

Allvue can help enhance your fund and portfolio company analytics with our Portfolio Monitoring solution. See how doing so can help your firm drive faster decision making and focus on value-added activities.

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Simplifying data collection

See how Allvue can help you simplify your data collection with our Portfolio Monitoring solution, including by allowing you to standardize and more efficiently collect portfolio company KPIs.

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Built within Microsoft's
enterprise framework

Built within Microsoft’s enterprise framework, Allvue’s Portfolio Monitoring solution leverages Microsoft Dynamics and Azure with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2.

Scalability

We provide a cloud-based environment that does not require costly upgrades – unlike many of our competitors.

Innovation

We leverage extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Efficiency

We offer a modern, intuitive user experience that is already universally familiar – so users can get started quickly.

Allvue allowed Polaris to launch a new fund without adding headcount

“Allvue allowed us to launch a new fund in a modern fund accounting setup as well as have the infrastructure in place to launch a new strategy without requiring additional back-office headcount.”

Joachim Satchwell
Associate Director, Polaris

READ CASE STUDY

Polaris Case Study Fund Accounting Software Page

Are you an emerging private equity manager?

Private equity firms in growth mode face unique challenges. They must provide top-tier client communications like larger firms, but with fewer resources. Meeting investor demands is crucial, yet they lack the manpower to address queries effectively.

Emerging private equity firms require tailored solutions. Allvue offers Private Equity Essentials, including accounting, reporting, and investor communication tools, addressing the challenges of growing firms.

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Discover our award-winning
private capital solutions

2023 PEWire _ US Credit Awards _ Portfolio Management

2024 PEWire _ US Emerging Manager Awards _ Fund Accounting & Reporting

Frequently asked questions about portfolio monitoring software

Starting your search for the right portfolio monitoring software solution? Here are some FAQs the Allvue team commonly fields:

Allvue’s Portfolio monitoring software is a solution designed to help investment firms track, analyze, and report on portfolio company performance. It enhances data accuracy, streamlines reporting, and provides actionable insights for better decision-making. Additionally, Allvue’s platform will support predictive analytics, utilizing machine learning to help firms forecast trends and model diverse investment scenarios.

Private equity and venture capital firms rely on Allvue’s portfolio monitoring software to simplify and standardize financial and operational data collection. It automates analytical flows, streamlines reporting, and provides real-time visibility into fund and portfolio company performance. These features enable better tracking of key metrics and more informed investment decisions. Furthermore, firms benefit from advanced integration capabilities with internal and external datasets for benchmarking portfolio performance against industry standards.

Essential features include:

Automate and scale the frequency and quantity of data collection as needed – without adding headcount
Consolidate multi streams of data into single platform
Give key decision makers the performance metrics they need in a single, out-of-box solution
Leverage built-in KPIs and metrics
Conduct scenario modeling
Increase granularity of insight
Leverage flexible reporting tools that can be configured to the needs of key stakeholders “on-demand”
Access templates and pre-made dashboards
Increased customizability of reports

Private equity, venture capital and asset managers use portfolio monitoring software to improve data-driven decision-making, optimize fund performance tracking, and enhance investor reporting.

Allvue’s enhanced visual analytics tools will allow firms to deliver presentation-ready investor reports directly from the platform, improving stakeholder engagements.

It eliminates manual data entry by integrating directly with financial, operational, and accounting systems. Automated data collection ensures consistency, reduces errors, and provides up-to-date insights. Its centralized platform also supports multi-source data validation, ensuring accuracy when reconciling disparate accounting or operational systems.

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Portfolio Monitoring Software