User-friendly reporting tool for corporate finance professionals

Create your report center

  • Define the categories of reports requested by the management team (e.g.: call reports, project reports, deal pipeline templates, Deal memorandums)
  • Design easily of type of template on any format: Word, Excel, PDF
  • Drag / drop any software field and Key Performance Indicators inside the template
  • Manage specific reporting templates based on the advisory activity: Equity Capital Markets, Debt Capital Markets, Private Equity Advisory
  • Create new fields and calculated data inserted in reports
  • Schedule reports' sending, to be sent via Outlook e-mails, SMS, and WhatsApp accounts

Customize dashboards and on-demand charts

  • Access our library of more than 150 corporate finance charts
  • Create easily new charts, by defining the chart type (vertical bars, horizontal bars, pie, donut, map, timelines)
  • Customize colors and the graphic design of charts
  • Filter, sort out and order data inside charts
  • Benefit from our drill down functionality to analyze data from a chart
  • Export all operations related to a particular chart, on Excel