Private Equity Dashboard

One holistic and interactive screen

All the metrics that drive your fund performance

Polyscope Private Equity Dashboard

Portfolio Company-level Analytics

Portfolio Company-level Analytics
  • CheckmarkIRR and investment multiples
  • CheckmarkRevenue and profitability
  • CheckmarkCash flow and dividends
  • CheckmarkOperational performance
  • CheckmarkYield and financial ratios
  • CheckmarkTrends, variances, and rankings

Fund-level Analytics

Fund-level Analytics
  • CheckmarkIRR and investment multiples
  • CheckmarkCash flow and liquidity
  • CheckmarkNAV and asset allocation
  • CheckmarkDeal funnel

What is driving your fund performance?

Portfolio Company-level Performance

Portfolio Company Analytics

Fund-level Performance

Fund Analytics

If you are using spreadsheets and presentation slides to monitor the performance of your fund, you are spending too much time finding, digesting, and producing information. The Polyscope Private Equity Dashboard displays all metrics graphically and provides you with the desired analytics in just a few clicks.

You need to visualize fund-level performance in the context of your portfolio companies’ performance. The dashboard will help you see and understand which portfolio companies are driving fund-level performance and provide you with a financial review of each portfolio company.

Polyscope will customize and implement the dashboard. Afterward, Polyscope can remotely update and maintain the dashboard going forward.

Why do you need a private equity dashboard?

Speed

Speed

Obtain the desired analytics in just a few clicks. Gain insights quickly. Access information on demand. Eliminate the production of countless spreadsheets and presentation slides.

Visibility

Visibility

Visualize performance at the portfolio company-level and fund-level through interactive analytics. See the big picture. Dive into the details. Perform scenario analysis. Make informed decisions.

Analytics

Analytics

Interactive analytics supports your investment and cash management decisions. Relative performance analytics shows you where each portfolio company stands.

Automation

Automation

When you read a string of numbers, your brain works to create a mental graph. When you create graphs using spreadsheets, you have to do the work. The dashboard does all of that work for you.

Depth

Depth

The dashboard can hold many portfolio companies. Review each company’s performance without juggling all those spreadsheets, emails, folders, and files. Just click and drill down into the details.

Integration

Integration

The dashboard leverages your existing systems and spreadsheets. No software investment is required. Polyscope can update and maintain the dashboard remotely.

About Polyscope

About Polyscope

Polyscope Dashboards LLC is a consulting firm specializing in interactive dashboards and performance analytics. We help clients transform their spreadsheets and data files into dashboards and analytics that improve visibility, save time, and align teams.

Polyscope Services

Polyscope Services

Polyscope offers dashboard development and maintenance services to clients. Our diverse industry and management experience enables us to work directly with any part of your organization, and to quickly understand your visualization and reporting needs.

Leo Cheung

Leo Cheung, CFA
President and Founder
Polyscope Dashboards LLC

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Management Bio

Leo began his career in capital markets and later diversified his industry experience by joining a communications solutions company and a marine terminal operations company. His diverse managerial experience includes dashboards and analytics, financial planning and analysis, investment fund accounting, investor relations, channel marketing, sales operations, broker‐dealer finance and operations (FINRA Series 27), and trading and financial systems analysis.

Leo developed and launched a management dashboard that tracks fund performance and deal flow for a private equity firm. Before that, he developed and launched a financial dashboard for over forty users, including two tablet users, at the largest private‐equity‐owned marine terminal operations company in the U.S. He holds a MBA and BS in Management from Rensselaer Polytechnic Institute, and is a Chartered Financial Analyst.