What's new in finvantage.
We ship improvements continuously. Here is what changed — and what is coming next.
Coming soon
Document management with data room
Upload, categorize, and manage due diligence documents, contracts, and reports in a secure data room. Features include folder structure, version control, and access logging.
- Drag-and-drop file upload with automatic categorization
- Folder hierarchy with customizable structure per entity
- Version history with diff view for document revisions
- Access audit log — every download and view tracked
Faster CSV import with validation preview
CSV import now shows a validation preview before processing. Errors and warnings are highlighted per row, allowing you to fix issues before importing.
Cap table 2.0 — dilution scenarios and round history
Full cap table management with shareholder tracking, funding round history, and interactive dilution modeling. Run what-if scenarios to understand the impact of new rounds on existing shareholders.
IRR calculation fix for irregular cash flow intervals
Fixed an edge case where IRR calculations produced incorrect results when cash flows had intervals shorter than 30 days. Affected portfolios have been recalculated automatically.
Session management hardening
Improved session token rotation and added stricter device binding. Sessions are now automatically invalidated when switching between devices.
finvantage launch — Portfolio Cockpit & Automated Reports
Initial release of finvantage with the Portfolio Cockpit, automated PDF reporting, CSV import, and multi-mandant architecture. Everything you need to manage private equity portfolios professionally.
- Portfolio Cockpit with real-time KPIs (IRR, MOIC, NAV)
- Automated quarterly PDF reports with custom branding
- CSV import for bulk data migration
- Multi-mandant architecture with strict data isolation
- Role-based access control (Owner, Admin, Analyst, Viewer)
Want to see it in action?
Book a demo and we will show you the latest features live.