Platform — Investments & Finance
Every number, one place.
The Unfiltered Investments module consolidates your business financials, investment portfolio, and capital structure into a single operating dashboard. Stop piecing together spreadsheets. Start making faster decisions.
What's included
Investment Portfolio Tracking
Track equity, real estate, and business investments across all accounts in one consolidated view. Monitor asset allocation, benchmark performance, and visualize gain/loss over any time horizon.
- Multi-asset class tracking (stocks, real estate, private equity)
- Real-time valuation and unrealized gain/loss
- Asset allocation breakdown and drift alerts
- Custom benchmarking against indices
Revenue & Cash Flow Dashboard
Consolidate revenue from every stream — services, products, subscriptions, and partnerships — into a single real-time dashboard. Stop running reports. Start making decisions.
- Multi-source revenue aggregation
- Month-over-month and YoY trend analysis
- Cash flow forecasting and runway modeling
- Accounts receivable aging and payable tracking
Business Financial Analytics
Understand what your numbers actually mean. Our analytics layer surfaces margin trends, cost drivers, and efficiency metrics across business units — so leadership has the context to act, not just the data.
- Gross and net margin analysis by product and segment
- Cost center performance breakdowns
- Unit economics and customer LTV tracking
- Executive-ready reporting templates
Capital Structure & Debt Tracking
Track every financing instrument — loans, credit lines, convertible notes, and equity rounds — alongside your operating performance. Know your leverage, covenant exposure, and upcoming obligations at all times.
- Debt schedule and maturity tracking
- Covenant compliance monitoring
- Equity dilution modeling
- Refinancing and payoff scenario analysis
Smart Alerts & Thresholds
Define the thresholds that matter to your business — cash runway, margin floors, payment due dates — and get notified before problems become crises. No more end-of-month surprises.
- Configurable financial threshold alerts
- Payment due date reminders
- Unusual transaction flagging
- Goal milestone notifications
Security & Compliance
Financial data handled at enterprise standards. All connections are read-only by default. Role-based access controls let you share specific dashboards without exposing sensitive data.
- Read-only data connections
- Role-based access and permissions
- Audit log for all data access
- SOC 2-aligned data handling
Connects to your existing stack
Native integrations with the tools your finance and ops teams already use.
Stop managing finances in spreadsheets.
Access the Investments module through the Unfiltered platform — included in all Pro and Premium plans.