Bastion provides a cloud‑native SaaS platform that consolidates financial, operational, and ESG data from portfolio companies into a single, real‑time source of truth. Secure API connectors and a unified data model enable automated ingestion, role‑based access, and cross‑portfolio analytics, while drag‑and‑drop dashboards and export feeds support reporting and valuation workflows for VC and PE firms.
Funding
Funding not disclosed
Founders
Product
Problem
Venture capital and private equity firms often store portfolio company information in disparate spreadsheets, email threads, and legacy systems, making it difficult to obtain consistent, up‑to‑date financial and operational metrics. This fragmentation hampers portfolio monitoring, reporting, and data‑driven decision making across the investment lifecycle.
Solution
Bastion delivers a cloud‑native SaaS platform that acts as a single source of truth for all portfolio company data. The system ingests financial statements, KPI dashboards, and operational metrics via secure APIs and native connectors to existing tools such as CRM, accounting software, and data warehouses. A unified data model normalizes disparate inputs, enabling real‑time aggregation and cross‑company analytics. Role‑based access controls and audit logging ensure that only authorized stakeholders can view or edit sensitive information. Integrated reporting widgets and customizable dashboards provide instant visibility for investment committees, while the platform’s API layer supports downstream workflows like valuation modeling and compliance reporting. The solution scales automatically with the number of portfolio companies and storage requirements, reducing the overhead of manual data consolidation.
Target Audience
The primary users are venture capital and private equity firms that manage multiple portfolio companies, including investment analysts, operations partners, and fund administrators who need consolidated, reliable data for monitoring and reporting.
Features
- Secure, bidirectional API connectors for popular VC/PE tools (e.g., Salesforce, QuickBooks, Snowflake) and custom ETL pipelines
- Unified relational data schema that normalizes financial, operational, and ESG metrics across portfolio companies
- Real‑time data synchronization with change‑data-capture (CDC) to keep records current without manual uploads
- Role‑based access control (RBAC) and immutable audit logs for compliance and governance
- Drag‑and‑drop dashboard builder with pre‑configured KPI visualizations and cross‑portfolio benchmarking
- Exportable data feeds (CSV, JSON, API) and native integration with BI platforms such as Tableau and Power BI
- Scalable cloud storage with automatic tiering and encryption at rest and in transit
- Multi‑tenant architecture that isolates each firm’s data while allowing shared best‑practice templates