Track company updates, financials, ownership, documents, and portfolio metrics in one connected workspace, so your team can monitor performance, identify risks, and act early.
hours saved on reporting prep
portfolio MIS completion rate
view of every portfolio company
Bring portfolio company data, ownership, documents, operating updates, and key metrics into one connected workspace. Taghash helps your team automate data collection, track performance, analyze trends, and manage portfolio reporting with better visibility across every investment.
Set up recurring MIS requests, collect portfolio company updates through email or structured forms, track submission status, and organize incoming data into a structured format, so your team spends less time chasing inputs and more time assessing performance.
Visualize portfolio data, compare companies, create dashboards, set alerts and build custom reports across key financial and operating metrics quickly. Track performance trends, identify risks, and prepare portfolio reviews with clearer context.
See how portfolio exposure changes over time with clear tracking of ownership percentage, shareholding, dilution, investment cost, current value, cross-holdings, and related details.
Taghash Advantage
Turn Portfolio Complexity into
Clearer Decisions
Get a 360°
Portfolio View
Carry Deal Context into
Portfolio Management
Automate Portfolio
Data Collection
Analyze, Visualize, and
Report Performance
Monitor Portfolio
Activity with Control
See every portfolio company in one connected dashboard with company details, ownership, documents, performance metrics, updates, and transaction history organized in one place.
When a deal converts into an investment, retain key context from dealflow CRM, including notes, documents, conversations, diligence history, and relationship details, so your team does not lose continuity after investment.
Set up recurring MIS requests, collect portfolio company updates through email or structured forms, track completion status, and organize incoming data into a structured format for faster portfolio reviews.
Visualize portfolio data, compare companies, build dashboards, create custom reports, and track key metrics such as revenue, burn, runway, valuation, ownership, NAV, IRR, TVPI, DPI, RVPI and more.
Keep every portfolio event easy to track, from company-related news and threshold alerts to follow-on rounds, exits, secondaries, and valuation changes, with access controls that protect sensitive information.
Track relevant developments across portfolio companies, including fundraising, leadership changes, online sentiment and relevant news, so your team can monitor performance, review valuations, and report with better context.
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Taghash MCP gives AI tools secure, governed access to the data already managed in Taghash, so your team can query data in natural language, generate desired outputs, and move work forward with greater continuity and control.
AI can work with portfolio company records, financial and operating metrics, documents, ownership details, valuation history, and related context through permissioned access. This helps your team prepare portfolio summaries, analyze performance, compare companies, support valuation reviews, draft portfolio updates, respond to internal data requests, and identify next steps without exposing data beyond approved access controls.
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