Investments

Kinetic has one of the most comprehensive portfolio monitoring systems in the industry. Key performance indicators can be defined across 4 data types and are set as either direct input or defined calculations. Periods can be set as months, quarters or years.

We allow the capture of a commentary for each time period. A KPI template spreadsheet can be created from Kinetic and provided to portfolio companies to complete. This can then be imported back into Kinetic.

KPI

Different commentaries can be set up as topics. Up to 9 commentaries are supported.

Performance history

Date/time coats and valuation information can be kept for each investment.

Company report

Summary reports enable users to see all the elements that make up an investment including linked information.

Charting

Used with iNsight Kinetic offers easy to use data analytics.