Portfolio Monitoring

The board pack, built while you sleep.

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Portfolio Monitoring

The board pack, built while you sleep.

Verified performance — not yet measured52 of 200 outcomes · release 2.0

The board pack, built while you sleep. Track KPIs, alerts, and value creation opportunities.

  • One definition per KPI
  • Variances explained
  • Alerts before the board
  • LP packs on time

Who and where

Same five lines on every Areev listing

Built by
Areev
Set up by
Areev · about 3 hours
Sold by
Areev — merchant of record
Operated by
Areev Inc. — accountable for your data
Runs in
Your tenant, or Areev Cloud USSupport connects from the United States only.

What it does

Portfolio Monitoring collects each company's monthly submission, applies your KPI definitions consistently across the book, explains the variances, and assembles the reporting pack for a named portfolio lead to accept.

Your KPI definitions, applied identically

The same definition across every company in the book, so the portfolio is comparable rather than a set of local conventions.

Key outcomes

Monitored company

Month assembled, variances explained, pack accepted

KPI set applied

Your definitions, identical across the book

Variance explained

Against plan and against prior period

Alert raised

Covenant, runway, or a KPI off trend

How it works

  1. 1

    Collect

    Monthly submissions from each company

  2. 2

    Normalise

    Your KPI definitions, applied the same way

  3. 3

    Explain

    Variance against plan and prior period

  4. 4

    Accept

    A named portfolio lead signs the pack off

What you’re buying, and what it can do

What you're buying

Counts as done when

The month's reporting pack for a portfolio company is assembled from its submissions, variances explained, and accepted by a named portfolio lead.

Not charged when

The company did not submit its reporting pack, or you reject the output within 7 days.

If it's wrong

Rework at no charge, or the USD 15 reversed. Tell us within 7 days of the outcome.

Approved by

A named portfolio lead accepts every pack before it reaches an investment committee or an LP.

Override rate — not yet measured

Measured on

Not yet measured — 52 verified outcomes on release 2.0.

Areev-verified performance appears once a release passes 200 verified outcomes.

What it can do to your systems

Can touch

Reads
Portfolio company submissions, prior packs, your KPI definitions
Writes
Draft reporting packs, variance notes, alert flags

Reversible until

30 days after the write, from its before-image, in one click.

Nothing here is irreversible — an unaccepted pack can always be discarded.

Will not

Contact a portfolio company on its own, restate a submitted figure, or write a valuation.

Your material

Never used to train a model, by Areev or by any model provider. Deleted on request, including caches and logs.

We sign your data-protection agreement — entity and residency statement on the compliance pack.

When it's unsure

It shows the figure as submitted and flags the inconsistency, rather than correcting a portfolio company's number.

Abstention rate — not yet measured

Compliance pack

SOC 2 Type II with report period, ISO 27001, ISO 42001, the DPA, the sub-processor and model list with 30 days' change notice, and the data-residency statement. Everything your risk assessment needs, in one file.

Open the pack

Features

What you get, beyond the outcome itself.

Named-approver gates

A named portfolio lead accepts every pack before it reaches an investment committee or an LP.

Before-image journal

Every committed write keeps the record as it was, so a mistake reverts in one click for 30 days. Nothing here is irreversible — an unaccepted pack can always be discarded.

Evidence travels with the outcome

Each monitored company carries the material it was decided on, exportable as one file so an auditor can re-perform it.

It stops rather than guesses

It shows the figure as submitted and flags the inconsistency, rather than correcting a portfolio company's number.

Runs where your data already lives

Your tenant or Areev Cloud US. Support connects from the United States only.

Priced on the result

USD 15 per portfolio company. Work that does not meet the contract is not billable.

Tools it can use

Reporting inbox

(Monthly submissions)

Spreadsheets

(Company models and packs)

KPI definitions

(Your firm's standard set)

Alerting

(Covenants, runway, trend breaks)

LP reporting

(Quarterly pack assembly)

Custom sources

(Internal data and templates)

Integrations

Works with the tools you already use.

SharePointBoxNetSuiteDealCloudExcel+ More integrations

Deployment options

Areev Cloud US

Fastest time to value. Managed by Areev

Customer Cloud VPC

Deploy in your cloud (AWS, Azure, GCP)

On-premise

For maximum control. Your infrastructure

Region availability

  • United StatesAvailable
  • More regions coming soon

Pricing

Transparent and simple.

USD 7,500

One-time implementation

Setup, configuration and training

From

USD 1,400

Monthly platform fee

Based on selected plan

USD 15

Outcome fee

Per monitored company

How this gets measured

52

of 200 verified outcomes on release 2.0

Until a release passes 200, Areev publishes no accuracy figure for it. No star ratings, no testimonials — the number comes from the ledger or it does not appear.

What will be published

  • Monitored companys accepted without correction, as a rate
  • Override rate — how often the approver changed it
  • Contested outcomes, and how they were settled
  • The denominator and the release it was measured on

Every figure is exportable, so you can reconcile it against your own systems of record rather than take a dashboard on trust.

Questions buyers actually ask

The answers are the contract's, not marketing's.

The month's reporting pack for a portfolio company is assembled from its submissions, variances explained, and accepted by a named portfolio lead.

Related solutions

Explore more portfolio operations.

Due Diligence AssistExtract, organize, and highlight key findingsDeal IntakeCapture, qualify, and route inbound opportunities