One governed platform for the full portfolio lifecycle.
Pre-deal, funding and investment decisions, plus ongoing, proactive portfolio management — on the same standardised data, in one auditable hierarchy.
Connect
Accounting systems, spreadsheets and board packs all feed one standardised model — via API or Reportr’s AI import tool.
Standardise + model
Data is structured into a standardised model and updated automatically. Layer on any capital structure and covenant suite.
Monitor + report
Your portfolio is examined continuously against parameters you choose, with outputs ready for credit and investment committees.
Stop chasing. Start receiving.
Where a portfolio company runs a supported accounting package, Reportr connects by API and pulls the numbers itself — no template, no reminder email, no re-keying. Where there is no API, Reportr’s AI ingest tool reads Excel and PDF management accounts and maps them into the same standardised model.
At onboarding we engage each portfolio company directly, with your blessing, and connect them one by one. Existing models are ingested so nothing is lost.
- Automatic API connectionInto Reportr-supported financial packages, at no extra cost.
- AI ingest for everything elseExcel and PDF management accounts imported and mapped automatically.
- Onboarding of your portfolio companiesWe contact each FD, connect the data and ingest existing models.
- New acquisitions added on requestA new company joins the portfolio without a rebuild.
One model, layered with any capital structure.
Every company sits in the same standardised model, so portfolio-wide analysis stops being a consolidation exercise. On top of that, you can layer any capital structure and covenant suite in minutes — testing debt capacity, shareholder returns and covenant compliance, and improving investor credibility.
Because models and scenarios sit inside a single hierarchy, they are reusable, versioned and comparable across the whole portfolio.
What you can model
- Multiple capital structures side by side
- Full covenant suites, tested forward
- Debt capacity and headroom
- Shareholder returns and exit scenarios
- Trading scenarios: base, upside, downside
- Valuations on LTM, latest 12 months and outturn views
Alerted before risk escalates, not after.
Your portfolio is constantly monitored by our systems. We examine the whole book against parameters you choose and flag problems while there is still time to act.
Automated early warnings
Forecast covenant compliance and liquidity are tested continuously, with alerts raised against thresholds you set.
Performance versus plan
Actuals land against the plan automatically, so drift is visible in days rather than at the next board pack.
Every position, one dashboard
Standardised MI across the portfolio means one view of the whole book, without manual consolidation.
Work product, not raw data.
What comes out is what you were going to build anyway — only faster, and consistent across every company in the portfolio.
Committee-ready packs
- Due diligence-ready funding models
- Facilities, covenants and scenarios tested
- Automated credit analysis
- Downloadable credit or investment committee pack
- A pre-deal company converts to a portfolio company on completion
Live portfolio management
- Standardised MI across the portfolio
- Every position in one portfolio dashboard
- Automated early warnings on covenants and liquidity
- Track performance versus plan
- Portfolio-wide valuations and returns analysis
From kick-off to live in c. four weeks.
A fully supported and managed trial, hands-on with your own models and measured against success criteria you set on day one. Choose your start date.
Kick-off
All stakeholders in the room. Success criteria agreed and written down.
Guided trial
Live training from the Powdr team, hands-on with your own models and live data.
Real-world trial
Business as usual inside the platform, with a periodic report produced side by side with your manual pack.
Wrap-up & sign-off
Requirements walked through line by line and signed off. Results reviewed against the agreed criteria.
Rollout & training
Train the trainer and super-users, and rollout continues without interruption.
Legal and commercial review runs in parallel from kick-off — service agreement, security and ISO 27001 documentation, and agreement of success criteria. What we need from you: a named project owner and day-to-day contact, an introduction to each portfolio company FD, and confirmation of your requirements list. Powdr does the rest.
Trusted by major banks, investors and advisers
Bring your own models and see what happens.
The trial costs nothing and we will connect a live portfolio company during it, so you are judging the platform on your data rather than on a demo dataset.
- Free of charge — the trial and the onboarding that goes with it
- Managed by us — we engage your portfolio companies and connect them
- Judged on your terms — measured against success criteria you set on day one