Multi-asset aggregation
Automate the aggregation and harmonization of financial reports across subsidiaries and portfolio companies for reporting.
Managing data for Private Equity & Portfolio Analysis
Nexadata streamlines data aggregation and harmonization—turning fragmented fund, company, and diligence inputs into actionable intelligence for reporting, forecasting, and compliance.
Managing data for Private Equity & Portfolio Analysis
Use Cases
Automate the aggregation and harmonization of financial reports across subsidiaries and portfolio companies for reporting.
Process structured and unstructured financial documents (PDF reports, spreadsheets) from investment managers to analyze fund performance.
Standardize deal pipeline data and due diligence documents from different sources for consistent evaluation and benchmarking.
Integrate investment performance data from multiple portfolio companies for cash flow projections and capital allocation strategies.
Automate the extraction of key data points from regulatory filings, contracts, and compliance documents for risk analysis.
Collect and structure ESG-related disclosures from different investment holdings to ensure
What our Users are Saying
“We need a way to assess and report on our business across funds, not just specific to a fund. The first step in that challenge is a common dataset to call upon.”
Nexadata ingests financial statements, management reports, and Excel templates from multiple portfolio companies, harmonizing the data into a standardized structure for easy consolidation and analysis.
Yes. Nexadata can extract tabular data from PDFs, scanned documents, and formatted reports, making performance data and qualitative disclosures ready for comparison and tracking.
By integrating performance data across portfolio companies, Nexadata enables cash flow modeling, trend analysis, and forward-looking capital allocation strategies with reliable data inputs.
Nexadata structures ESG disclosures from portfolio companies, whether in Excel, PDFs, or third-party portals, so they can be tracked consistently and rolled up into fund-level ESG reports.