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Portfolio Monitoring
Spend less time collecting numbers. More time reviewing them.
Company files arrive in different formats and at different times, and their metrics do not always compare. Quantium’s portfolio monitoring module helps investment and finance teams collect, check and report portfolio information consistently.
Where this goes wrong today
One company reports sales, another net revenue, a third ARR.
Without agreed definitions, a portfolio dashboard places unlike numbers side by side. And the week before the board pack is due, the team is still chasing the files that have not arrived.
Know what has arrived and what is missing
Request financial statements, budgets, KPIs and supporting documents from portfolio companies. Track submissions against the reporting calendar and follow up on outstanding items before the board or LP pack is due.
The process shows which figures are current, which are outstanding and which need review, rather than simply storing files in a folder.
- Definethe financial and operating metrics you need
- Requestsubmissions from each company
- Trackresponses, dates and what is missing
- Reviewfigures and unusual movements
- Approvethe dataset and build reports
Make company metrics comparable
Quantium maps each company's reported line items to your defined measures. Unlike measures stay separate: ARR is not treated as revenue because a template has a revenue field.
Capture the source and reporting period, review unusual movements and compare results over time. AI-assisted extraction works on supported Excel and PDF formats, and every extracted figure is reviewed before it is used.
Oakwell Healthcare Ltd / Metrics
AI Extraction
- Upload files for extraction
- Review data extractions
- Approved
Oakwell Healthcare Ltd
Management accounts · Quarter ended 30 September 2026
Income statement USD 000
| Q3 2026 | Q3 2025 | |
|---|---|---|
| Revenue | 14,820 | 13,105 |
| Cost of sales | (8,410) | (7,560) |
| Gross profit | 6,410 | 5,545 |
| Operating expenses | (3,960) | (3,610) |
| Adjusted EBITDA | 2,450 | 1,935 |
Balance sheet and operations
| Cash | 6,300 | 5,140 |
| Net debt | 18,900 | 20,250 |
| Care sites | 12 | 11 |
| Headcount (FTE) | 412 | 388 |
| Patients treated | 48,200 | 43,950 |
Unaudited. Prepared for shareholders.
Edit mappingDrag a box on the page to re-map a value
MappingChat
| Metrics | Unit | Q3 2026 | ||
|---|---|---|---|---|
| Revenuefrom “Revenue” | Currency | 14,820 | Page 2 | |
| Gross profitfrom “Gross profit” | Currency | 6,410 | Page 2 | |
| EBITDASuggested metricsfrom “Adjusted EBITDA” | Currency | 2,450 | Page 2 | |
| Net debtfrom “Net debt” | Currency | 18,900 | Page 2 | |
| Headcountfrom “Headcount (FTE)” | Number | 412 | Page 2 | |
| Patients treatedNew metricsfrom “Patients treated” | Number | 48,200 | Page 2 |
Illustrative example in the layout of Quantium EDGE. Nothing reaches your portfolio data until someone approves it.
Keep the financial and investment picture together
Review company KPIs alongside valuations, investment cash flows, ownership, cap tables and relevant ESG or credit metrics. Portfolio and finance teams assess operating performance in the context of each investment.
Show the company trend, the change in value and the return history without assembling disconnected spreadsheets.
Operating KPIs
Revenue, margin, growth and the source of each figure.
Investment position
Ownership, cap table, valuation history and cash flows.
Reports
Company one-pagers, portfolio packs and comparisons by strategy and vintage.
Portfolio analytics and value creation
Group the portfolio by industry, country, fund or any field you track, and see cost, realized and unrealized value, MOIC and gross IRR for each group. Value creation analysis splits each deal's change in value into top-line growth, margin expansion, multiple expansion, de-leverage, change in ownership and FX.
Prepare portfolio reviews without rebuilding the deck
Use configurable tables, charts and reporting layouts to prepare quarterly portfolio packs, company one-pagers and internal management updates. Refresh the period and approved data instead of recreating slides each quarter.
The team can see what changed, where the data came from and which company needs attention.
A One-Pager for every company, every quarter
Design the One-Pager once in SmartPage: headline figures, the deal team and the quarter's commentary. Each quarter it fills in for every company in scope, one page each, ready to share or download.
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Buyer questions
What is portfolio monitoring in Quantium?
Portfolio monitoring in Quantium collects portfolio company KPIs, valuations and ownership each quarter and links them to the funds that hold each company. Teams request data from companies, review it before it is used, and see performance, exposure and valuation history next to fund and investor figures.
Do portfolio companies have to use our exact templates?
Not necessarily. Quantium works with standard collection formats and supported PDF and Excel ingestion. Mappings and validation are configured for the chosen source files.
Can investment and finance teams share the same information?
Yes. Quantium supports portfolio, investment and fund reporting views, with user access configured for each team.
Is Quantium a deal-sourcing CRM?
No. Portfolio Monitoring covers post-investment data collection, metrics, valuations and reporting. A firm can keep its separate CRM.
Can we create our own quarterly report pack?
Yes. The reporting tools support configured layouts and repeated reporting periods, with scope agreed for complex existing templates.
Make the next portfolio review easier to prepare.
Bring one of your existing KPI packs and see how collection, review and reporting work.