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One scorecard per portfolio company, every year, from one template.
Sustainability scorecards, portfolio reviews, LP reporting. A private equity firm with 55 plus portfolio companies took four months of one analyst's year to produce its annual scorecards by hand. Linked once, the same set refreshes and generates in two to three hours.
No credit card · Your data stays on your PC · Windows, Office 2016+
- Nordkapp Logistics
- Verdant Foods
- Kellerman Optics
- Saltire Marine
- Ostrand Materials
- 1Connect the source
- 2Bind the shapes
- 3Rule the formatting
- 4Generate one per record
What this industry runs on INSYNCR.
ESG and sustainability scorecards
One scorecard per company, the same layout, the numbers from the data collection each company returns.
Portfolio and LP reviews
Quarterly packs where every figure has to reconcile with the fund model.
Board packs for portfolio companies
The same template across the portfolio, one file per company, refreshed at each cycle.
What this industry asks before it buys.
Our portfolio companies report on different schedules and half the data arrives late.
The template does not care. Generate the companies whose data has landed, refresh the rest when it does, and the ones already produced stay as they were. The published story ran 55 scorecards this way, from four months of work down to an afternoon.
Link once. Refresh forever.
Link one scorecard
Bind the first company's scorecard to the sheet or database that holds the data.
Generate the set
Snapshot runs it for every company: one file each, Microsoft PowerPoint or PDF.
Refresh next year
Same template, new data, the same afternoon.
Excel and Excel Online, SharePoint, SQL Server, the fund model, the ESG data collection sheet.
- A private equity firm with $40bn plus under management, 55 plus portfolio companies (the published story)
Named as the site names them. All customers.
"That saved us four months of work."ESG Analyst, private equity
Business for this report
Business covers Excel, SharePoint and Google Sheets, where most portfolio data collection ends up. Professional adds the databases.
Questions from this industry
How long does the first scorecard take to link?
In the published case, the first company was linked and the rest generated in one click the same day. Plan a morning for the first template.
Can each portfolio company get its own file?
Yes, that is what Snapshot does: one deck or one PDF per company, from one template.
Is the data auditable?
Every figure on every slide traces to a cell, row or query. A reviewer can click any number and see where it came from.
The pages behind this one.
Wondering what the rebuilding costs you now? Put four numbers in and see