Continuous Verification

Get the right data, right now

Leverage our live data feeds to automatically track your investments on an ongoing basis.

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An isometric illustration showing a table of several portfolio companies' monthly financial summaries and Xero and QuickBooks accounting shared data.

“Ultimately, it makes the entire company much stronger - when you can discuss with the founder and have them go through the same information we are seeing to get a better result.”

Profile photo of Mark Muñoz from Vectr Fintech Partners

Mark Muñoz

Vectr Fintech

1

Daily syncing

When Continual Verification is enabled, all financial models update daily with the latest data.

An illustration of several financial models created using
2

Time machine

Our software allows you to create verification models based on data at a previous point in time, allowing you to effortlessly track historical revisions and adjustments.

An illustration of a date picker allowing users to create a financial model using accounting data from a specific date
3

Automated alerts

Receive automated email alerts to help you track key metrics and identify problems in your portfolio before they become problems.

An illustration showing a table of several portfolio companies' monthly financial summaries
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