BF
The startup offers a real-time portfolio management platform that automatically captures data and calculates portfolio-level return metrics as workbooks are updated. This enables clients to access reports and supporting data in the cloud, facilitating efficient management of large portfolios and streamlining workflows.
Updated 2 months ago
Funding
$3.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Founder details are not available yet.
Product
Features
- The startup offers a real-time portfolio management platform that automatically captures data and calculates portfolio-level return metrics as workbooks are updated. This enables clients to access reports and supporting data in the cloud, facilitating efficient management of large portfolios and streamlining workflows.