Empowering VC, PE & Family Offices with data-driven portfolio growth through unified intelligence and execution expertise. Gain real-time visibility, predictive insights, and actionable recommendations to maximize your investment returns.
Request DemoMove beyond static reports. Our platform aggregates real-time performance data from portfolio companies into one unified view with actionable insights. Track key metrics across all your investments with customizable dashboards that update in real-time.
Our AI models identify early warning signals and growth opportunities before they impact valuation. Leverage machine learning to anticipate challenges and capitalize on emerging trends across your portfolio.
We align marketing and sales systems across your portfolio to accelerate revenue growth. Our certified experts implement best practices to maximize your technology stack ROI.
Standardize and automate portfolio monitoring for efficient, data-driven governance. Reduce manual work while increasing insight quality and intervention effectiveness.
Compare your companies against industry peers and top quartile performers. Our database includes anonymized data from thousands of companies across all growth stages.
Built specifically for VC, PE, and Family Office workflows with investor-grade security protocols and compliance with SEC, GDPR, and SOC 2 standards.
Go live in 2-3 weeks with our pre-built connectors and portfolio templates. Our implementation team has 100+ successful deployments across all major platforms.
Portfolio companies see 30%+ improvement in pipeline growth and 25% faster interventions. Our clients report 3-5x ROI within the first year of implementation.
Your success team includes former operators and investors who speak your language. 12/5 support with 15-minute response time for critical issues.
End-to-end encryption, SSO, and advanced access controls keep your data secure while meeting the highest enterprise compliance standards.
Built-in collaboration tools for portfolio managers, analysts, and investors to work seamlessly across geographies and time zones.
Connect effortlessly with CRM, ERP, and financial systems using our robust API library and out-of-the-box integrations.
Leverage predictive analytics and machine learning to uncover investment opportunities, forecast risks, and optimize portfolio performance.
Choose the plan that fits your portfolio size and needs. All plans include onboarding, training, and dedicated support.
While tools like Carta focus on cap tables and Visible on investor reporting, Customer360.biz specializes in operational and growth metrics that directly impact valuation. We track marketing/sales efficiency, customer health scores, and funnel metrics to identify actionable interventions—not just report numbers. Our AI-driven insights help you anticipate problems before they affect valuation.
Additionally, we provide execution support to help implement recommended changes, not just surface insights. Our platform is designed specifically for active investors who participate in value creation, not just passive monitoring.
Absolutely. We connect with all major CRMs (Salesforce, HubSpot), ERPs (Netsuite, QuickBooks), marketing automation platforms, and BI tools via API. Our no-code connectors work with 150+ business applications. No rip-and-replace needed—we enhance what you already have by creating a unified data layer across your portfolio.
For custom or proprietary systems, our engineering team can build custom connectors typically within 2-3 weeks. We also support manual data uploads for systems that can't be connected directly.
We maintain SOC 2 Type II compliance with enterprise-grade encryption (AES-256), granular permission controls, and optional on-premises deployment for sensitive data. All access is logged and auditable. Data is never shared between portfolio companies without explicit permission. We also offer customized NDAs and data processing agreements to meet your firm's requirements.
Our security protocols include regular penetration testing, role-based access controls, and data anonymization options for benchmarking. All data transfers use TLS 1.2+ encryption, and we support SAML 2.0 for single sign-on with your existing identity provider.
Both. For early-stage companies (Seed-Series B), we focus on lead velocity, product-market fit signals, burn efficiency, and early traction metrics. For growth-stage companies (Series C+), we optimize scaling efficiency, CAC payback periods, expansion revenue, and operational maturity. Our framework adapts to your portfolio's stage mix.
We also support pre-investment due diligence, helping you evaluate potential investments using the same metrics you'll track post-close. Many clients use our platform to establish baseline metrics during diligence that then become the tracking framework after investment.
Most clients see initial insights within 14 days and full implementation within 4 weeks. We provide ongoing optimization as your portfolio evolves.