Investors dashboard & reports

Keep an overview of the status of your investments

Stay on top of your investments with real-time insights

As an investor, it’s important to have a full picture of how your startups or investments are progressing. Plecto allows you to stay informed and aligned during good times, and to react faster to challenges.

Keep up to date with your performance

Having real-time insight into your performance enables you to stay updated of the founders’ decisions, and collaborate with them to boost your results.

Set cross-functional investor dashboards for your businesses

Create individual dashboards for each of your investments

Investors often have more than just one business to follow up on, and it can be challenging to keep them all in check at all times. Create individual dashboards for each of your businesses, and follow the most relevant KPIs for each of them.

Combine different businesses in one dashboard

If you want to have an overview of all your investments in one place, you can also combine data from different sources and businesses on the same dashboard. Full overview at a glance.

Discover more benefits of using Plecto dashboards

Monitor the KPIs that best fit your investments

Choose the best KPIs for each of your business

You can track different KPIs for your various investments, depending on the specific goals and metrics you want to monitor.

Combine KPIs on the same dashboard

To get the best overview of your overall performance, you can keep track of as many KPIs as you need in one dashboard. Customize them with our variety of widgets to make it more visual.

Get inspired with our library of KPIs

Automatize your reports for the different meetings

Create custom reports in no time for your Board meeting

Forget about spending time creating reports for every meeting. We’ve created an automated reporting solution that allows you to export your relevant KPIs for each investment, in no time!

Receive them done in your inbox in a matter of seconds

With our automated reports, you choose the KPIs and the frequency and just receive them done in PowerPoint or Excel format. You can also choose to send them directly to the Board or your businesses’ founders.

What else can I do with automated reports? →

Import data from different sources automatically

Use Plecto’s integrations to import your data

Plecto integrates with +50 systems used across-departments, which makes it easy to import data automatically into the dashboard. If you prefer, you can also enter manual data or connect Plecto to your Excel sheets.

Find the integrations for your different systems