Palace
Your fund’s second brain
One platform for private capital allocators to monitor and report on their investments.
Get smarter from the data you already collect.
Combinator
Portfolio Analysis
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Flexible: Pull key metrics from structured files (CSV, Excel, Tableau) or unstructured formats (board decks, monthly reports, PDFs).
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Intelligent checking: Automatically compare new data to historical trends, flag discrepancies, and request fixes.
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Exportable: One click to get data in Excel for deeper financial analysis.
Streamlined Reporting
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Automated reminders: Automatically request portcos for required reporting so nothing gets missed.
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Live updates: Dashboards refresh instantly with new reporting data and integrate with portco tools to give you deep, real-time visibility.
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Customizable views: Use templated solutions or create bespoke dashboards for each company.
Keep your team in sync
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Personas: Assign and manage user personas and role-based permissions (portfolio company, investment team, finance, investor relations).
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Workflows: Establish reminders, responsibilities, and approvals to streamline reporting and analysis.
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Audit trail: Track every change, submission, and approval so you always know who changed what and when.
20+ Integrations
Your Palace can link to a portfolio investment’s entire stack and is built to funnel data into a team-wide resource.
Built for scale. Designed for trust.
No training on your data
Enterprise-grade data protection
End to end encryption
Audited and tested (SOC-2)