Portfolio

The dashboard updates itself.

Forward a portfolio company email. Metrics refresh. Emblem continuously ingests updates so your portfolio is always current, no quarterly data collection, no spreadsheet wrangling, no fire drills.

KPI trackingCovenant monitoringBoard packsAuto-updatingFrom portco emailsAlways currentNo fire drills
In action

Watch the portfolio stay current.

One forwarded email, and every metric downstream refreshes.

Emblem

Fund Performance

Total Invested$630M
Current Value$12.8B
Fund MOIC20.32x
Fund IRR129.13%
Invested vs Current Value
MOIC Over Time
Deal Breakdown
CompanyInvestedCurrent ValueMOICIRRStatus
Arcline Industries$82M$1.9B23.2x142%Active
MedFlow Health$120M$3.4B28.3x156%Active
Presto Logistics$95M$2.1B22.1x118%Active
Luminos Energy$68M$1.2B17.6x98%Realized
0
quarter-end fire drills chasing portfolio CFOs
0
forwarded email is all it takes to refresh a company
0%
of metrics continuously current, not quarterly stale
The difference

Your team already does this.
Just much slower.

The old way
  • Quarter-end fire drill: chase a dozen CFOs for numbers
  • Spreadsheets reconciled by hand, three versions deep
  • The board sees data that's already 90 days old
  • LP reporting starts with another data collection sprint
With Emblem
  • Forward an email, metrics refresh on their own
  • One normalized view across every portfolio company
  • The dashboard is current the day you open it
  • LP reporting pulls from data that's already live

Continuous, not quarterly

Forward a portfolio company email and the metrics refresh. No data collection sprints, no chasing CFOs at quarter-end, no fire drills before the board meeting.

Every company, one view

Revenue, EBITDA, covenants, KPIs, normalized across the portfolio so you compare companies instead of reconciling spreadsheets.

Feeds your LP reporting

The same live data powers your quarterly updates and fund-level reporting. The dashboard isn't a destination, it's the source of truth downstream.

See it on your firm’s real work.

30 minutes. Live, on your kind of deal, not a canned demo.

See everything