Know what changed in the companies behind your private investments.

How it will work

1. Add your documents

   Drop in your fund documents. Portfolio Monitor works out what you hold, including the companies inside your funds.

2. It keeps watch

   It follows news about those funds and companies, and picks out the changes that matter.

3. You hear what changed

   You get a weekly email digest, and alerts when something breaks. Each story is marked as good or bad news for an investor.

What you will get

• Holdings worked out for you

  Start from your fund documents, not a spreadsheet you have to build.

• A weekly digest

  One email a week with what changed across your holdings.

• Breaking-news alerts

  A prompt note when something significant happens.

• Positive, negative, mixed or neutral

  Every story is labelled for how it looks to an investor.

• Plain-language summaries

  Short explanations that link back to the original source.

• A short summary per fund

  A quick read on where each fund stands.

Who it is for

People and firms with positions in private funds and investments: lenders, family offices, wealth managers and advisors, fund managers, and borrowers. If keeping track of what is happening inside your holdings is hard today, this is meant for you.

Questions