Portfolio monitoring
Stage 06 of 06
What you own, revalued as the market moves, on your screen, not in someone else's offer.
Companies you hold and targets you are tracking sit in one table with the live valuation delta since the last run. When sector multiples move, you find out from your own portfolio rather than from a buyer who noticed first.
01 · What it does
Most private holdings are valued once, at the moment somebody needs a number, a raise, a sale, a tax event. Between those moments the figure in the spreadsheet is whatever it was the last time it mattered, which can be years ago and several multiple cycles out of date.
Because the documents and the valuation are already in place, re-running is cheap.
So a holding can be priced continuously instead of episodically, and the movement itself becomes information.
Held and watched together
A target you have been tracking for a year and a company you already own are the same kind of object here, priced the same way.
The delta is the signal
The change since the last run, and what drove it, the business's own numbers, or the multiples its sector is trading at.
Ready when you need it
When a buyer calls, a lender asks, or an opportunity opens, the valuation is current rather than something that has to be commissioned.
02 · In the product
Holdings and watchlist, with the move since the last run.
Portfolio · holdings and watchlist
Illustrative
03 · Why it compounds
The second valuation costs almost nothing.
The expensive part of a valuation is assembling and checking the inputs. That work is already done and stored, so a re-run months later reads the same documents, adds whatever is new, and prices against fresher comparable evidence than the last one used.
For an owner, that turns valuation from a one-off purchase into a standing view of the thing they have built. For an investor, it turns a watchlist into something with prices attached.
How many businesses are you carrying a number for?
Owned, watched, or somewhere in between, we will show you what continuous pricing looks like across them.