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What is gini?

Transition from dependency on static spreadsheets by incorporating automated data streams from your portfolio companies. Leverage sophisticated anti-fraud algorithms to identify potential irregularities effectively. Gain seamless access to both public and private comparables for conducting discounted cash flow evaluations. Create accurate cash flow forecasts within minutes to enhance decision-making efficiency. Receive a detailed financial report every month, eliminating the need for manual data updates. Ensure that your spreadsheets automatically refresh with the most up-to-date information, allowing for real-time analysis. Identify inconsistencies and raise important inquiries right from the beginning. If you are investing and are not encountering financial fraud, it may be due to a lack of detection mechanisms in place. Upgrade your data collection strategies to ensure you have accurate, real-time insights into your investments. Acquire comprehensive financial data on your current and potential assets, moving away from outdated Excel files and cumbersome reminder emails to your portfolio companies. Improve your data acquisition method by embedding live updates into your models and spreadsheets on a daily basis. This shift not only conserves time but also significantly enhances the precision of your financial evaluations, ultimately leading to better investment decisions in the long run. By streamlining your processes, you can focus more on strategic growth rather than administrative tasks.

What is PortfolioIQ?

PortfolioIQ efficiently gathers information from various sources, including Board presentations, financial documents, data requests via forms and emails, as well as models for forecasts and valuations, all with flawless accuracy. This streamlining allows teams to focus predominantly on analyzing the data rather than sorting through it. With a robust automated system for data requests, PortCos eliminates redundant efforts by utilizing both documents and forms to obtain key metrics. A dedicated dashboard facilitates the monitoring of request statuses and identifies data discrepancies without causing any delays. Moreover, the process is entirely free from manual intervention. Gone are the days of transferring information from documents to spreadsheets, as the data extraction is performed with unwavering precision, negating the need for additional verification. Notifications are automatically dispatched whenever there are changes in essential metrics, ensuring that teams remain informed. In addition, PortCo metrics can be comprehensively monitored, allowing for the tracking of both actual figures and projections while maintaining audit trails for historical metric data and any necessary re-statements. This system promotes the generation of insights rather than just spreadsheets, ensuring consistency in metric names and timeframes. It also enables the creation of derived metrics across the entire portfolio, facilitating effective benchmarking with time adjustments to better analyze performance over time. By harnessing these capabilities, organizations can transform their data management practices into a strategic advantage.

Media

Media

No images available

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

gini

Company Location

United States

Company Website

www.gini.co

Company Facts

Organization Name

Synaptic

Date Founded

2006

Company Location

India

Company Website

portfolioiq.ai/

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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