Portfolio monitoring for private equity

Map each company's reported lines to your firm's chart of accounts once and the presentation holds for every later period. Save the spread configuration and apply it to the next company rather than rebuilding the arrangement.

The reported lines stay behind the mapped figures, so a change in a company's own captions or presentation is visible rather than hidden.

Each period's figures sit beside the earlier ones. When revenue, margin or working capital moves, the analyst opens the figure and lands on the page of the statement that reported it.

Derived figures show their contributing rows. The question of what a total includes is answered in the spread, not in a call to the company's controller.

Use the spreadsheet to define leverage, coverage and liquidity measures from the spread's figures and carry them forward period by period. The historical inputs stay source-linked as the team adds its own calculations and projections.

Adjusted EBITDA follows the same rule as in diligence. The analyst chooses the add-backs, and the spread shows each one beside the reported figure it adjusts.

Upload the update your partners and limited partners already read, as a PDF or Word document, and SpreadSpace reproduces its structure as a reusable template. Bring the period's exhibits into it and write the commentary around them.

Finalizing records the version that went out. Reopening it for a later change is an explicit, recorded step, so the history shows what was issued and what changed.

Use the native workspace or embed the review in the portfolio management application your team already runs. An integration can retrieve each finalized spread as a versioned record, so the figures your reports rely on come from the reviewed spread rather than a copy.