Portfolio & pipeline
The companies you backed, and the ones still coming.
A pipeline for every deal in flight, and a portfolio view for the companies you own. Quarterly LP updates and cross-portfolio analysis are drafted from the same structured data.
Try it · The deal pipeline on sample data. Drag a card to another stage, use its Move menu, or open Details to add a note.
One source for the deal and the book.
The analysis that got a company through IC is the best starting point for reporting on it afterwards. Hebrides keeps both in one place, so the quarterly review starts from structured data rather than a blank page.
How it works
How Portfolio & pipeline works
01
A pipeline that reflects the work
Five stages by default, from deck diligence to invested or passed, renamed to suit your process. See the average time in each stage and the deal that has been waiting longest.
02
Portfolio views
Each portfolio lists its deals with stage, files, valuations, chats and reports. Ask questions across the whole portfolio, or draft a portfolio report from every ready document in it.
03
LP reporting, drafted
Quarterly LP updates, annual reviews and cross-portfolio analysis drafted by the Report Agent at portfolio scope, with figures sourced to each company’s documents.
What’s inside
Portfolio & pipeline, in detail.
- Kanban pipeline
- Drag and drop, or move from the keyboard.
- Stage timing
- Average and longest time in stage.
- Deal notes
- Notes on every deal, with author and time.
- Custom stages
- Your own labels for each pipeline stage.
- Portfolio chat
- Questions across every deal in a portfolio.
- Portfolio reports
- LP updates and reviews drafted from the portfolio.
FAQ
Portfolio & pipeline: questions investors ask.
Can we rename the pipeline stages?
Yes. Admins and Managers can set their own label for each stage. Status and stage move together, so changing one updates the other.
How are LP reports produced?
The Report Agent drafts them at portfolio scope from every ready document across the portfolio, in your template, with figures sourced. You refine in chat and export to Word.
Keep exploring
Book a walkthrough
A structured, reliable read on every deal.
All your deal data in one place, with the analysis run end to end.
Or write to sales@allermuircapital.com