This is a dashboard built for SaaS entrepreneurs and early stage investors. Initially we attempted to commercialize the software. Now it is totally free. You may do with it what you'd like. It probably needs some work to get it to function as desired, but I will describe the basic functionality herein:
API Connections 1). Stripe (to gather financial and customer metrics for each business) 2). Finicity (to connect to thousands of banks)
Dashboard for Investors 1). Create funds 2). Add companies to funds 3). Detail investment terms for each company 4). Invite company founders to utilize the dashboard 5). Auto populated portfolio performance metrics in one dashboard 6). Drill down into specific company dashboard 7). Track any metric you'd like 8). Combine metrics to track key ratios 9). Invite partners to view dashboard 10). Receive operations updates from portfolio companies in one place
Dashboard for Entrepreneurs 1). Connect to Payment Processor & Banks 2). Autopopulated dashboard with key SaaS metrics 3). Metrics update automatically depending on what APIs you're connected to 4). Create and track any metric you'd like 5). Combine metrics to track key ratios 6). Templated investor updates with charts which autosend to investor list 7). Assign tasks to team members and create/track deadlines/progress