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Venture Capital & Private Equity
Portfolio Visibility Without the Reporting Chaos
See every portfolio company through a single, consistent reporting layer.
ScaleXP connects accounting, billing, and CRM data to deliver real-time, investor-grade metrics, without spreadsheets or manual consolidation.
4.9
in Xero & QuickBooks app stors
ScaleXP has simplified our entire finance workflow. Month-end close is now a 10-minute exercise to ensure invoices are flowing correctly through the system.
Sjoerd Smaal
Co-Founder & CFO
ScaleXP is an approved app for leading accounting & CRM systems
Fragmented Portfolio Data Slows Decisions
Portfolio performance was difficult to track consistently across companies. Data lived in different systems, reporting standards varied, and finance teams relied heavily on spreadsheets.
- No consistent view of ARR, churn, or performance across companies
- Heavy reliance on spreadsheets for revenue recognition and reporting
- Limited visibility into real-time performance and trends
- Significant effort required to meet lender and investor reporting requirements
The Solution (ScaleXP)
ScaleXP provides a single reporting layer across portfolio companies, connecting accounting, billing, and CRM data into one consistent, real-time view.
It replaces manual processes with automated reporting and reconciled metrics, giving investors and finance teams confidence in every number.
- Standardised metrics across all companies
- Automated revenue recognition and reporting
- Real-time dashboards replacing static reports
How It Works
- Connect Source Systems: Link accounting, billing, and CRM data across portfolio companies into one reporting environment.
- Standardise Metrics: Apply consistent definitions for ARR, churn, revenue, and performance across all entities.
- Automate Reporting: Generate accrual-based reports and SaaS metrics automatically from live data.
- Refresh Continuously: Keep dashboards and reports updated as source data changes.
- Access Portfolio Insights: View performance across companies in one place, with the ability to drill into detail.
Real-Time Portfolio Visibility
Portfolio performance is no longer dependent on monthly reporting cycles or manual updates.
- Live access to ARR, churn, and revenue metrics
- Immediate visibility into performance trends
- Faster identification of risks and opportunities
Reduced Reporting Risk
Manual spreadsheet processes are replaced with automated, system-driven reporting.
- Eliminate reconciliation errors and version control issues
- Reduce reliance on key individuals
- Improve consistency across all reporting outputs
Faster Month-End Close
Month-end reporting becomes a fast, controlled process rather than a bottleneck.
- Month-end reduced to a simple validation process
- No need to rebuild reports manually
- Finance teams focus on analysis, not preparation
With the ScaleXP platform, you can:
- See Your Entire Portfolio Clearly: View performance across every company in one place, with consistent metrics and real-time updates.
- Replace Spreadsheets with Controlled Reporting: Automate revenue recognition and reporting processes, reducing manual effort and improving accuracy.
- Deliver Investor-Ready Data Instantly: Access reconciled, accrual-based reports that meet investor and lender expectations without additional work.
From Fragmented Reporting to Portfolio-Level Clarity
Before ScaleXP
- Portfolio data fragmented across systems, spreadsheets, and finance teams
- Heavy reliance on manual reporting and reconciliation processes
- Limited confidence in numbers used for investor and lender reporting
- Creating lender reports took 4 hours before ScaleXP.
After ScaleXP
- One consistent reporting layer across all portfolio companies
- Automated, reconciled reporting from live source systems
- Clear, trusted data for investor, board, and lender decisions
- Creating lender reports now takes just 10 minutes in ScaleXP.
Built for Investors Managing Portfolio Performance
- VC firms managing multiple SaaS investments
- PE firms requiring consistent portfolio reporting
- Investment teams needing real-time performance visibility
- Firms with lender or investor reporting obligations
- Portfolio companies with complex revenue models
EU Tech Group needed clarity, speed, and confidence across its portfolio company reporting. Revenue recognition lived in manual spreadsheets, SaaS metrics were not visible, and lender requirements introduced new pressure for accurate, accrual-based reporting.
ScaleXP has simplified our entire finance workflow. Month-end close is now a 10-minute exercise to ensure invoices are flowing correctly through the system.
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FAQs
How does ScaleXP standardise reporting across different portfolio companies?
ScaleXP applies consistent metric definitions and reporting structures across all connected companies. Even if portfolio companies use different systems, ScaleXP creates a unified reporting layer. This ensures ARR, churn, and revenue metrics are calculated consistently, enabling accurate comparisons and better portfolio-level decision-making.
Can ScaleXP work with different accounting systems across portfolio companies?
Yes. ScaleXP integrates with leading accounting platforms such as Xero and QuickBooks, and can incorporate data from billing and CRM systems. This allows investors to consolidate and standardise reporting without requiring portfolio companies to change their existing systems.
How does ScaleXP reduce reliance on spreadsheets?
ScaleXP automates revenue recognition, reporting, and metric calculations directly from source systems. This removes the need for manual spreadsheet models, reducing errors, eliminating version control issues, and improving overall confidence in financial data across the portfolio.
Is the data suitable for investor and lender reporting?
Yes. ScaleXP produces accrual-based, reconciled financial data aligned with accounting systems. This makes it suitable for board reporting, investor updates, and lender requirements, without requiring additional manual adjustments or reconciliation work.
How quickly can portfolio companies start using ScaleXP?
Implementation is typically completed within a few weeks. Once systems are connected and reporting structures are configured, dashboards and reports update automatically. This allows portfolio companies and investors to begin accessing real-time insights quickly.
Does ScaleXP provide real-time performance data?
Yes. ScaleXP continuously updates data from connected systems, ensuring dashboards and reports reflect the latest available information. This allows investors to monitor performance across their portfolio without waiting for month-end or manual updates.
How does ScaleXP improve confidence in reported numbers?
ScaleXP reconciles data across accounting, billing, and CRM systems, ensuring consistency and accuracy. Automated processes reduce manual intervention, while structured reporting ensures every number can be traced and explained, improving confidence at both company and portfolio level.