- Product
- Use Cases
- Resources
- Templates
- About
- Book a Demo
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.
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.
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.
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
Manage Access
Work across filetypes and manage the access to your spreadsheets down to the cell level.
Review & Track
Spot changes quickly. Accept or reject them, keep previous file versions and restore them if needed.
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
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.
Budgeting is a highly collaborative process. Input is collected from various stakeholders, and the budget needs to be shared with management, investors, and departments.
You need to have control over your data and processes to avoid having numerous versions of files sent back and forth.
Reporting often involves collecting data from and sharing insights with various people.
Making sure that deadlines are met when the necessary data is collected and that the data is error-free is fundamental to avoid additional tedious follow-ups.
Predicting how a business will perform in the future requires different teams to contribute in the form of historical data and assumptions.
Granting full edit rights to several contributors takes control away from what goes on in your spreadsheet.
Get Started With a Free Pre-Built Portfolio Management Template
Content missing.
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.