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Your fund’s second brain

One platform for investment monitoring and reporting.

Real-time analysis of your portfolio company data, fund reports, and connected systems.

Palace dashboard

Portfolio Analysis

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Flexible: Pull key metrics from any format (CSV, Microsoft Office, PDF, etc)
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Exportable: Export to excel for deeper analysis
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Always-on: Be the first to know when a number shifts or a risk appears

Portfolio Analysis mock

Simplified reporting mock

Simplified Reporting

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Automate reminders: proactively request portcos for required reporting
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Normalize data: automatically extract data into the views your team wants
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Fully customizable: solutions tailored to your firm’s needs

Keep your team in sync

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Admin tool sync: automatically track emails and meetings
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Store anything: Easily search any documents from CIMs to diligence memos
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Tailored notifications: set notifications for exactly what you want to see

Team in sync mock

Built for scale. Designed for trust.

No training on your data
Enterprise-grade data protection
End to end encryption
Audited and tested (SOC-2)

Security certifications