A portfolio cockpit, built from one discovery call
This is the cockpit we built with pHRism for private equity clients, running on made-up data for a fictional fund. Click around: filter by fund or sector, open a red cell to see the company behind it, or ask the assistant a question in plain English.
Things to try
Ask the assistant "which companies are behind budget this quarter?" and look at the table it cites. Switch funds and watch the cockpit recompute. Open the data health page to see errors split from real risks.
How it was built
A recorded discovery call became the brief, a wireframe on sample data followed in days, and a review call produced an eleven-item change list before the full build. The build pages inside the demo walk through each step.
Want one on your data?
Bring a sample Excel (dummy figures are fine) and we will sketch it with you on the call. Book a call.