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LoginThe easiest reporting layer for private capital portfolios.
Send monthly requests, collect structured numbers and source files, review submissions, and build approved trend history across the portfolio.
Ask directly.
Structured numbers, not spreadsheet archaeology.
Check evidence.
Private source files stay with the submission.
Approve history.
Trends use reviewed values only.
Monthly financials arrive across email, spreadsheets, folders, and one-off attachments.
Ask for the exact fields, require source files, and keep every company on one status table.
Approved values build month by month into clean company history and exportable trends.
Scroll the workflow
The demo separates what the firm does from what the portfolio company does, then shows how approved data becomes history.
Step 1
Firm teamThe VC analyst chooses the fields and files once, so every company receives the same clear ask.
April monthly package
Due May 15 · 12 selected companies
Analyst selects metrics
Custom field
Net Burn
Required source files
Step 2
Firm teamThe request goes to finance contacts with company-specific links and a live status table.
Company status
April monthly package
Step 3
Portfolio companyThe CFO or controller types the requested numbers, attaches backup, and submits without seeing anyone else.
Beacon Analytics submission
finance@beaconanalytics.com · edit allowed until approval
Required files uploaded
Step 4
Firm teamSubmitted values and source files land in the Upload Inbox for approval or requested changes.
Upload Inbox
Beacon Analytics · April 2026 · finance@beaconanalytics.com
Revenue
Submitted
ARR
Submitted
EBITDA
Submitted
Ending Cash
Submitted
April P&L.xlsx
April KPI workbook.xlsx
April board deck.pdf
Step 5
Firm teamOnly approved values flow into history, trends, and exports, so the record stays clean over time.
Approved trend history
Beacon Analytics · Revenue
Trends update only after review, so the history reflects approved operating data.
Two-sided workflow
Internal teams get a work queue. Portfolio companies get a simple link. No one has to learn a heavy system to submit one month of numbers.
Sign in as the demo analyst, copy a company link, submit a response, approve it, and watch trends update.