Get closer to portfolio company leadership, streamline reporting that drives decision making and unlock value together.
Save your inbox and create transparent milestones for report delivery from portfolio companies. Set up recurring reporting deadlines that keep portfolio company reporting teams accountable.
Prepare materials in unison with service providers and advisors, and share these with investor community securely and easily with a click of a button.
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Insights into investment performance across portfolio teams with data-driven dashboard reporting. A birds-eye view into key performance metrics that can help drive decision making.
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There are a plethora of tools in the market today. Don't worry about replacing them, Harmonize your interactions with Capcade, centralize where work lives and where data is shared easily with integrations.
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No more data silos and multiple user accounts to access documentation. Set up one account and access all your Capcade resources for all clients and projects. Invite all your stakeholders to do the same - no more platform changing.
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Efficiency is the currency of the modern finance enterprise. Simplify processes and unlock valuable time while improving the accuracy of work with automated flow enablers and generative AI for document analysis and work enablement.
There are a plethora of tools in the market today. Don't worry about replacing them, Harmonize your interactions with Capcade, centralize where work lives and where data is shared easily with integrations.
No more data silos and multiple user accounts to access documentation. Set up one account and access all your Capcade resources for all clients and projects. Invite all your stakeholders to do the same - no more platform changing.
Efficiency is the currency of the modern finance enterprise. Simplify processes and unlock valuable time while improving the accuracy of work with automated flow enablers and generative AI for document analysis and work enablement.
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