Build a Custom Investment Dashboard Using AI in Minutes
Describe your Investment Dashboard in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
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Emergent Key Features for Building an Investment Dashboard
Pipeline, capital and portfolio performance in one view following each investment from origination to realisation.
Pipeline Conversion Measured
Progression between stages and time in diligence are calculated, showing where opportunities are lost and how much capacity screening consumes.
Deployment against Mandate
Capital allocation is compared with sector, stage and geographic limits, so a concentration breach is seen before a committee raises it.
Return Calculated Consistently
Multiples and rates of return are computed on one basis across every holding, which is what makes portfolio comparison meaningful.
Performance against the Case
Actual results are compared with the assumptions in the original investment case, holding the decision to account rather than only the outcome.
Reporting Compliance by Holding
Portfolio companies that report late or incompletely are flagged, which is often the first signal of a company in difficulty.
Follow on Reserves Tracked
Capital held back for existing holdings is shown against remaining available, so a follow on decision reflects the real position.
Investment Dashboard Use Cases You Can Build in Minutes
Measure the Funnel before the Deal
Opportunities by stage from sourcing through screening, diligence, committee and completion, expected size and sector per opportunity, deals lost with reasons, conversion between stages, average time in diligence and pipeline against targets.
window.awbMockup = { dealPipeline: "Build an investment pipeline dashboard showing opportunities by stage from sourcing through screening, diligence, committee and completion, expected investment size and sector per opportunity, deals lost with reasons, conversion rate between stages, average time in diligence, and pipeline value against deployment targets.", capitalDeployment: "Build a capital dashboard showing committed capital against called, deployed and remaining available, deployment pace against the investment period, capital by sector, stage and geography against mandate limits, reserves held for follow on investment, and deployment forecast at the current rate.", portfolioPerformance: "Build an investment portfolio dashboard showing each holding with cost, current valuation, unrealised and realised return, multiple on invested capital and internal rate of return, performance against the original investment case, holdings written down this period, and contribution to overall fund return.", investmentMonitoring: "Build a portfolio monitoring dashboard showing key operating metrics reported by each holding with the period they relate to, holdings that have not reported on time, covenant or milestone compliance, holdings whose performance has deteriorated for two consecutive periods, and board meeting and reporting dates upcoming."};
Deploy Inside the Mandate
Committed capital against called, deployed and remaining available, deployment pace against the investment period, capital by sector, stage and geography against mandate limits, reserves held for follow on and a deployment forecast.
window.awbMockup = { dealPipeline: "Build an investment pipeline dashboard showing opportunities by stage from sourcing through screening, diligence, committee and completion, expected investment size and sector per opportunity, deals lost with reasons, conversion rate between stages, average time in diligence, and pipeline value against deployment targets.", capitalDeployment: "Build a capital dashboard showing committed capital against called, deployed and remaining available, deployment pace against the investment period, capital by sector, stage and geography against mandate limits, reserves held for follow on investment, and deployment forecast at the current rate.", portfolioPerformance: "Build an investment portfolio dashboard showing each holding with cost, current valuation, unrealised and realised return, multiple on invested capital and internal rate of return, performance against the original investment case, holdings written down this period, and contribution to overall fund return.", investmentMonitoring: "Build a portfolio monitoring dashboard showing key operating metrics reported by each holding with the period they relate to, holdings that have not reported on time, covenant or milestone compliance, holdings whose performance has deteriorated for two consecutive periods, and board meeting and reporting dates upcoming."};
Hold the Investment Case to Account
Each holding with cost, current valuation, unrealised and realised return, multiple on invested capital and internal rate of return, performance against the original investment case, holdings written down and contribution to fund return.
window.awbMockup = { dealPipeline: "Build an investment pipeline dashboard showing opportunities by stage from sourcing through screening, diligence, committee and completion, expected investment size and sector per opportunity, deals lost with reasons, conversion rate between stages, average time in diligence, and pipeline value against deployment targets.", capitalDeployment: "Build a capital dashboard showing committed capital against called, deployed and remaining available, deployment pace against the investment period, capital by sector, stage and geography against mandate limits, reserves held for follow on investment, and deployment forecast at the current rate.", portfolioPerformance: "Build an investment portfolio dashboard showing each holding with cost, current valuation, unrealised and realised return, multiple on invested capital and internal rate of return, performance against the original investment case, holdings written down this period, and contribution to overall fund return.", investmentMonitoring: "Build a portfolio monitoring dashboard showing key operating metrics reported by each holding with the period they relate to, holdings that have not reported on time, covenant or milestone compliance, holdings whose performance has deteriorated for two consecutive periods, and board meeting and reporting dates upcoming."};
Treat Late Reporting as an Early Warning
Key operating metrics reported by each holding with the period they relate to, holdings that have not reported on time, covenant or milestone compliance, holdings deteriorating for two consecutive periods and upcoming board dates.
Treat Late Reporting as an Early Warning
Key operating metrics reported by each holding with the period they relate to, holdings that have not reported on time, covenant or milestone compliance, holdings deteriorating for two consecutive periods and upcoming board dates.
Build a custom investment dashboard in 4 simple steps
Track deal pipeline, capital deployed and portfolio performance in one view, so investment decisions and returns are managed from the same place.
Start with your deal pipeline and stages, capital committed against deployed and available, performance per investment, valuation movement and returns measured your way. Emergent builds around your mandate and reporting basis.
Link your pipeline records, capital account data, portfolio reporting and valuation history. Emergent tracks each investment from origination through deployment to current value, so return is calculated consistently across the book.
Ask to add a pipeline stage, alter a concentration limit, change how returns are calculated or add a sector classification, and pipeline and portfolio views rebuild.
Publish one link where the investment team works the pipeline and investors see portfolio performance and capital position. Quarterly reporting draws on the same figures used to make decisions.
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Why choose Emergent?
Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.
| Comparison | Other Tools |  |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
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