Investor Report
Enhance investor reports with automated data extraction, swift retrieval, and integrated analysis
How Can We Help?
Easily create Snips to extract key financial and operational data from portfolio company reports. A Snip automatically links this data to your investor report template, ensuring accurate and seamless integration for a comprehensive review.
Use Smart Search to instantly locate and extract specific data like EBITDA or growth rates from financial documents. This feature ensures you can quickly gather relevant information for your investor report without manual effort.