Plecto for investors
Real-time overview of your investments and automated board reports
Plecto for investors allows you to keep track of all your businesses and investments in real-time. Moreover, you can create reports automatically in a matter of seconds to stay on top of your relevant KPIs.
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.
Read more about real-time dashboards
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 dashboardsMonitor 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 KPIsAutomatize 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
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.