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Investment Portfolio Performance
Analytics for Private Equity & Financial Services Decision-Makers
- Industries
- Financial Services
- Business Need
- AnalyticsFinanceDashboards & Reports
- Requires
- Tableau
- Compatible With
- TableauTableau ServerTableau Cloud
The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time-as well as to drill down into an individual company’s metrics.
Highlights
- What is a Company’s Sales and EBITDA over time? - What is the valuation of each company within a Fund and how has that changed over time? - What is a Fund’s Committed Capital and what is the quarterly rate of return?
Provider Details

Lovelytics, LLC
Arlington, Virginia, United Stated
Lovelytics is a strategic data, AI, and analytics consulting firm with a team of expert consultants who help the world’s leading companies use data and AI to better their business. We are headquartered in Arlington, VA, with our team across the U.S. and Canada. Backed by Interlock Equity and Databricks Ventures, we are ranked as one of Inc. 5000 fastest growing companies in America. We are an award winning Databricks and Tableau partner, and we are preferred Azure and AWS partner. With expertise across data science & AI, enterprise data platform design, cloud & infrastructure, data visualization, managed services and strategy & enablement; people and data are at the heart of everything we do. From the data lakehouse to the CEO dashboard—love your data with Lovelytics.
Pricing Details
Free
You can fully use this solution without payment.