Financial Services & Banking

Transform Portfolio Data Into
Investor-Ready Intelligence

Generate board presentations, investor reports, and portfolio reviews in seconds. Built for asset managers, PE firms, and wealth advisors.

0.0%
Average IRR
+4.2% vs benchmark
0.00x
MOIC
Top quartile
$0.0B
AUM Tracked
+$2.1B YTD
0%
Capital Deployed
On schedule

Portfolio Analytics at a Glance

Real-time visualization of metrics that drive investor confidence

0%
Fund Utilization
+5% vs plan
0%
Deal Pipeline
Strong momentum
0%
LP Satisfaction
Top decile

Performance vs Benchmark

Your Portfolio
Benchmark
JanFebMarAprMayJunJulAug

Fund Performance

Fund I
28%+8%
Benchmark: 20%|Target: 35%
Fund II
24%+4%
Benchmark: 20%|Target: 35%
Fund III
19%-1%
Benchmark: 20%|Target: 35%
Fund IV
22%+2%
Benchmark: 20%|Target: 35%

40+ Financial KPIs Tracked

Every metric your LPs and board members care about

Net IRR
23.4%
Gross IRR
28.1%
DPI
1.42x
TVPI
1.82x
RVPI
0.40x
PME
1.24x
Alpha
+3.2%
Sharpe
1.68
Built for Financial Services

Intelligence That Understands Your Data

SlideStrike knows financial terminology, regulatory requirements, and what your stakeholders actually want to see.

Portfolio performance attribution
LP and investor reporting
Quarterly board presentations
Fund-level analytics
Risk and compliance metrics
Capital call visualizations
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Elevate Your Investor Communications

Join leading financial institutions already using SlideStrike to transform complex data into compelling narratives.