Your dashboard to performance insights across the portfolio.
Crosslake’s PortfolioView enables you to measure and track the operational maturity of your PortCos on a range of technology topics from our TechIndicators® database, including cybersecurity, compliance, ESG, organizational efficiency, customer service, cloud, infrastructure and more. Easily manage the entire process yourself — or we’ll manage it for you.
Select meaningful KPIs from our proprietary database of TechIndicators® known to correlate with operational maturity and industry norms for cybersecurity, compliance, ESG initiatives, enterprise systems, organizational efficiency, customer service, cloud spend and more. Curate the indicators that best address your needs.
Next, establish a baseline for each portfolio company via a simple survey easily administered through our proprietary app.
Our customizable scoring algorithm will help you quickly assess how each PortCo stacks up, identify portfolio-wide challenges to address and highlight concerns specific to individual portfolio companies.
Select performance indicators that matter to you
Gather information via survey to establish a baseline for each PortCo
View results across the portfolio to monitor survey completion and identify hot spots
Create action plans within the tool to capture complexity, duration and cost estimates for specific remediation actions needed to address areas of concern.
At the portfolio level, you can easily monitor portfolio-wide progress at a glance — or dig into details for each company to track individual action plans to completion.
Portfolio company action plan view
Portfolio-wide progress tracking
This technical due diligence checklist provides an efficient means of answering the necessary investment questions for acquiring firms.