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Portfolio Reporting

Portfolio Performance Reporting With Excel or Google Sheets

Helping Investors

Automate data collection from your portfolio companies. Grant company-specific access, automate requests for company data, and keep full control over pending submissions on top of your Excel files or Google Sheets.

The Challenges of Maintaining Your
 Portfolio Reports on Spreadsheets

Maintaining a healthy investment portfolio report using spreadsheets is not an easy task.

Data collection is prone to human error, and being capable of navigating complex fund analytics is only a reality for a handful of Excel experts in every company.

Without layer

It's an impossible task getting portfolio companies to use any complex tools to provide input.

Using additional reporting tools adds extra complexity to the process, making it stressful for both investors and portfolio companies.

With layer

Use spreadsheets as common language.

Manage all of your portfolio data in one place with what your companies are already used to—spreadsheets—no need for additional tools or templates.

Manage Access Down To Cell Level
Without layer

Copy-pasting results in data chaos.

Manually copy-pasting data provided by individual companies into your master report is not only time-consuming but can produce errors that may go undetected.

With layer

Forget carve-outs. Use a single spreadsheet for your data collection processes.

Work directly from your reporting spreadsheet and only share specific tabs or cell ranges with each business.

Then, collect and review input and have it all automatically merged back into your reports.

Manage Access Down To Cell Level
Without layer

Stop chasing portfolio companies for data

Reminding and chasing portfolio companies to submit their data and wasting time on tedious data operations instead of valuable tasks.

With layer

Assign tasks and automate reminders

Set up recurring tasks and input requests.

Layer will notify and remind the different stakeholders while providing you complete visibility on overdue or pending submissions for each collaborator.

Manage Access Down To Cell Level

Explore all the Tools on the Layer Toolbox

Layer acts as a gatekeeper, keeping your data secure while extending collaboration features in both Excel and Google Sheets

Collaborate

Manage Access

Work across filetypes and manage the access to your spreadsheets down to the cell level.

Collaborate

Review & Track

Spot changes quickly. Accept or reject them, keep previous file versions and restore them if needed.

Collaborate

Collaborate

Define, assign & monitor tasks. Keep discussions, actionable feedback, or context all in one place.

Layer saves us much time each month by partially automating the reporting process of portfolio companies. The companies appreciate the modern and intuitive design of Layer.

Lasse Berens Atlantic Labs

Lasse Berens

Senior Finance & Controlling Manager

Other Ways to use Layer

Keep Excel and GSheets. Explore other ways Finance teams can make better use of spreadsheets for collaborative processes.

Get Started With a Free Pre-Built Portfolio Management Template

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Try this Template
Manage Access Down To Cell Level

Turn your Portfolio Reporting spreadsheets into team players

Stop working in silos and relying on manual and repetitive menial tasks.
Layer has everything your team needs to streamline your communication flows and collaborate more efficiently on Excel and Google Sheets.