Portfolio Intelligence

Every company. Every metric. Every source.

Forward a company’s update to your Floom inbox. Every figure lands on the company page, with its source.

Forward › read › filed to the company › every figure sourced

Book a demo Watch a portfolio update become usable data

Forward the update. Floom does the reading.

Forward the update to your Floom inbox.

Forward updates or have founders reply to your request. Floom files each to the right company and period.

Example
Forward Quarry Health’s Q3 management accounts.
Result
Filed to the company and quarter, its metrics read.

Floom reads it and files every figure.

Floom extracts each metric you track; anything that differs from the record waits for you.

Explore the AI Inbox

Every figure keeps its source.

Open any number to see the email, file and cell it was read from.

Example
Where did Quarry Health’s Q3 cash figure come from?
Result
The email, file and cell, and the board deck that read it differently.

One company. Every metric, with its source.

Reported, calculated or entered by hand, every figure says how it got there.

Reported

Each figure beside its document.

Calculated

The formula and its inputs.

Disagreements

Two sources, both shown, one kept.

See the company alongside your investment.

Company performance beside your position, activity and deal terms.

Fund OperationsPositions, activity and AI record actions Explore Fund Operations Deal IntelligenceReviewed terms and investment proceeds Explore Deal Intelligence

Questions

Bring your next portfolio review into focus.

Forward an update, see every figure land with its source.

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