CALEIDO
CALEIDO
For the Investor
VC Investor
Private Equity Investor
Tasks
An active investor has several different tasks in each portfolio company. They vary according to the company's life cycle.
Due
diligence
Strategic
planning
Setting
goals
Performance
tracking
Government-
working
Continuation-
financing
M&A
Cash flow
forecasting
Compliance
Market-
monitoring
Tax
planning
Reporting
Risk management
Building the
management team
Exit-
design
Reports
Analysis
Outliers
Variance analysis
Trend analysis
Vertical analysis
Kustannusanalyysi
Key figure analysis
Cash flow analysis
profitability analysis
Break-even analysis
Sensitivity analysis
Reconciliation analysis
Operations
Sales report
Sales pipeline report
Operational report
Assessment
Risks and opportunities
Valuation
Benchmark
Views
Recommendations
Reports
Analysis
Outliers
Variance analysis
Trend analysis
Vertical analysis
Kustannusanalyysi
Key figure analysis
Cash flow analysis
profitability analysis
Break-even analysis
Sensitivity analysis
Reconciliation analysis
Operations
Sales report
Sales pipeline report
Operational report
Assessment
Risks and opportunities
Valuation
Benchmark
Views
Recommendations
Reports
Analysis
Outliers
Variance analysis
Trend analysis
Vertical analysis
Kustannusanalyysi
Key figure analysis
Cash flow analysis
profitability analysis
Break-even analysis
Sensitivity analysis
Reconciliation analysis
Operations
Sales report
Sales pipeline report
Operational report
Assessment
Risks and opportunities
Valuation
Benchmark
Views
Recommendations
Use-
cases
Analysis
Outliers
Variance analysis
Trend analysis
Vertical analysis
Kustannusanalyysi
Key figure analysis
Cash flow analysis
profitability analysis
Break-even analysis
Sensitivity analysis
Reconciliation analysis
Operations
Sales report
Sales pipeline report
Operational report
Assessment
Risks and opportunities
Valuation
Benchmark
Views
Recommendations
Challenges
How to make the financial reporting of a portfolio company the best in its field.
Stressi
Manual labor
Complexity
Collaboration and communication
Parhaat käytännöt
Tietojen oikeellisuus
Slow analysis
Challenges
How to make the financial reporting of a portfolio company the best in its field.
Stressi
Manual labor
Complexity
Collaboration and communication
Parhaat käytännöt
Tietojen oikeellisuus
Slow analysis
Solution
See the overall picture of the portfolio company's finances at a glance. The industry's best reports quickly and easily.
3x
more comprehensive reporting
compared to Excel
Benefits
Benefit
Financial data in one place
Everything at your fingertips.
Make better decisions
Save time and effort
Better transparency
Faster reporting
Keep the costs under control
Reports in the same place
Holistic view
Easier collaboration
Benefit
Financial data in one place
Everything at your fingertips.
Make better decisions
Save time and effort
Better transparency
Faster reporting
Keep the costs under control
Reports in the same place
Holistic view
Easier collaboration
Benefit
Financial data in one place
Everything at your fingertips.
Make better decisions
Save time and effort
Better transparency
Faster reporting
Keep the costs under control
Reports in the same place
Holistic view
Easier collaboration
Benefit
Stay always up to date
Real-time visibility: into the past and the future.
Economic information in real time
Faster decision-making
Smoother financial planning
Risk management
React faster
Increased efficiency
Build trust
Bicycle pump anticipation
Benefit
Stay always up to date
Real-time visibility: into the past and the future.
Economic information in real time
Faster decision-making
Smoother financial planning
Risk management
React faster
Increased efficiency
Build trust
Bicycle pump anticipation
Benefit
Stay always up to date
Real-time visibility: into the past and the future.
Economic information in real time
Faster decision-making
Smoother financial planning
Risk management
React faster
Increased efficiency
Build trust
Bicycle pump anticipation
Benefit
Increase speed and efficiency
Report in minutes, not days.
Make decisions faster
Stay on schedule
Less handicraft
Cost savings
Improvement in quality
Better resource management
Less Excels
Work together
Benefit
Increase speed and efficiency
Report in minutes, not days.
Make decisions faster
Stay on schedule
Less handicraft
Cost savings
Improvement in quality
Better resource management
Less Excels
Work together
Benefit
Increase speed and efficiency
Report in minutes, not days.
Make decisions faster
Stay on schedule
Less handicraft
Cost savings
Improvement in quality
Better resource management
Less Excels
Work together