PortCo Comparison Template

Simplify the collection and tracking of consistent KPIs across portfolio businesses.


Amalgam Staff



A common practice among funds is to have a consistent set of KPIs or line items they track for each Portfolio Company. Collecting this information for each business is often easier said than done.

This template provides a configurable comp template that can be linked directly to a set of Quickbooks financials to easily fill and populate each quarter. The process of gathering data can be done in a few moments, rather than being a manual chore that needs to be chased down by Founders and Associates with other things to do!

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