We’re excited to introduce Mantle Portal Reports, our latest solution designed to transform how Fund LPs and their teams interact with investment data. By harnessing the power of automated document collection and AI-powered data extraction, Mantle Portal converts complex, unstructured documents into clear, structured reports and dynamic visualizations, delivering unparalleled, real-time investment intelligence.
Why We Built This
Investment teams are being restricted by outdated data infrastructure and a lack of transparency, hindering their ability to make rapid, data-driven decisions. We built Mantle Portal Reports to shatter these constraints, dramatically reducing the time required to convert unstructured investment documents into actionable intelligence – from days to mere seconds.
“In today’s volatile market, everyone is searching for that elusive edge,” said Amar Varma, Chief Executive Officer at Mantle. “It’s not just about picking the right investments anymore; it’s about optimizing every aspect of the investment lifecycle – from due diligence to reporting. This is where technology plays a critical role.”
What Sets Mantle Portal Reports Apart
- Instant, Customizable Portfolio Insights
Gain real-time snapshots of your investment data with customizable views, allowing you to filter by fund family, asset type, or individual commitment for a dynamic and comprehensive portfolio overview. This includes seamless cross-investment comparisons with built-in currency conversion. - Enhanced Data Transparency and Accuracy
Ensure confidence and auditability with data traceability, allowing you to trace every metric back to its original source. Plus, stay informed with data freshness indicators, quickly identifying pending updates from Fund Admins and GPs. - Automated Monitoring and Risk Management
Streamline your workflow by eliminating manual data structuring, freeing up valuable time and resources. Effectively manage risk with comprehensive exposure monitoring, revealing hidden risks and opportunities across your portfolio.
Key Features You’ll Love
Investment Position Analytics: Watch here
- Get a real-time portfolio snapshot, tracking total commitments, funded vs. unfunded amounts, and overall portfolio metrics.
- Compare performance across funds, asset types, and vintages with powerful visualizations.
- Key Question Answered:
- “What’s my total commitment across all funds? How much remains unfunded?
- Which funds have the highest commitments and strongest performance trends?
Investment Activity Insights: Watch here
- Visualize portfolio value fluctuations with a waterfall-style valuation bridge to clearly see the drivers behind changes.
- Identify the funds contributing most to portfolio gains or losses with a value bridge analysis.
- Key question answered:
- “My portfolio grew from $100M to $300M—was it due to capital calls, distributions, or market appreciation?”
- “Which funds had the biggest impact on my portfolio’s value shift last quarter?”
Look Through Analysis: Watch here
- Simplify exposure monitoring by tracking underlying portfolio company exposure across multiple funds.
- Understand risk and allocation across regions, sectors, and investment strategies.
- Key question answered:
- “What’s my real exposure to ‘Ten Key Labs’ across all my investments?”
- “How concentrated is my portfolio in a particular industry or sector?”
Cash Management Insights: Watch here
- Gain a consolidated view of capital calls, distributions, and net cash flows.
- Analyze net cashflows based on capital calls, distributions, and contributions.
- Key question answered:
- “What were my portfolio’s total net cashflows last quarter, and which funds had the largest movements?”
- “How have capital calls and distributions impacted my available cash over time?”
Get Started
Join leading family offices, funds of funds, institutional pensions, endowments, and more who are using Mantle Portal to streamline their workflows and drive alpha.
To learn more about pricing or book a personalized demo, use the button below.