KEEP TRACK OF PORTFOLIO COMPANIES
Investment management – fast and smooth
See how all of your portfolio companies are performing in one platform. Our tools provide an unbeatable overview and automate reporting from your portfolio companies and to your investors. Save time and create opportunities to act faster based on trends and insights.
COLLECT KEY FIGURES AND COMMENTS
Reporting for portfolio companies
Our automation makes it easy for the CEO and CFO to report key figures that the board and investors are interested in. Get standardized reporting, regardless of which financial system your portfolio companies use.
- Data directly from bookkeeping via SIE 4-files or our integrations
- Automatic visualization of key financial figures
- Tools for CEO reporting
- Create dashboards and report templates
- Integration with Google Analytics and social media
- Upload your own data from Excel
- Follow up on business areas, cost centers, and projects
Simplify reporting for your portfolio companies
This is how fast you automate your reporting
PROFESSIONAL AND EFFECTIVE BOARD WORK
Professional board portal
Boardeaser’s Board Portal streamlines every aspect of your board’s work. Save valuable hours with smart features, clear meeting processes, and user-friendly interfaces.
- Get an overview of all your board assignments in one place
- Digital meeting process – from setting the agenda to signing minutes
- Decision log and follow-up
- To-do tasks
- Reminders and weekly newsletters
- Calendar files for meetings
- E-signing the minutes
KEEP PORTFOLIO COMPANIES READY FOR DUE DILIGENCE
Organized documents and agreements
Boardeaser helps you to compile the documents and agreements required for due diligence. Reminder functionality, checklists, and structured document management makes for organized portfolio companies.
- Document archive with e-signing
- Customize checklist of what you should have in place
- Version management and longevity for each document
- Contract management system
- Monitor maturities, responsibility, and value of contracts
- Shareholder Register
Book a free demo
Book a free demo to see how Boardeaser improves the efficiency and quality of your work. Fill in the form and we’ll get back to you shortly to book a time!
Pär Haga
CEO
+46 73 725 19 83
par@boardeaser.se