Build a Custom Investor Dashboard Using AI in Minutes

Describe your Investor Dashboard in plain English. Emergent handles design, development, and deployment, giving you a live build in minutes. No code needed.

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Emergent Key Features for Building an Investor Dashboard

Every manager consolidated onto one basis, so commitments, cash flows and returns are finally comparable.

Every Manager on One Basis


Returns and multiples are calculated the same way across all holdings, which is what makes comparison between managers meaningful.

Unfunded Commitments Visible


Capital still to be called is totalled with expected timing, so liquidity planning reflects obligations rather than only current value.

Cash Flow History Retained


Every call and distribution is dated and kept, which is the requirement for calculating a genuine internal rate of return.

Valuation Staleness Flagged


How old each reported valuation is gets shown, because a portfolio total combining figures from different dates is easy to misread.

Exposure by Vintage and Strategy


Concentration across managers, years and strategies is quantified, revealing overlap that individual statements never show.

Reporting Chased by Exception


Outstanding reports and valuations are listed by manager, turning follow up into a specific list rather than a periodic sweep.

Investor Dashboard Use Cases You Can Build in Minutes

Consolidated Position
Consolidated Position

One Position across Every Manager

Every fund and direct investment with commitment, capital called to date, remaining unfunded commitment, distributions received, current reported value and total value against paid in capital, with exposure by manager, vintage and strategy.

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window.awbMockup = { consolidatedPosition: "Build an investor dashboard showing every fund and direct investment with commitment, capital called to date, remaining unfunded commitment, distributions received, current reported value, and total value against paid in capital, with a portfolio total and exposure by manager, vintage and strategy.", callsAndDistributions: "Build an investor cash flow dashboard showing capital calls and distributions by quarter across all investments, net cash flow by year, unfunded commitments outstanding by manager with expected call timing, liquidity required over the next twelve months, and distributions expected against those received.", returnMeasurement: "Build an investor returns dashboard calculating internal rate of return, distributions to paid in capital and total value to paid in capital per investment and for the portfolio, returns by vintage year and strategy, performance against the benchmark you use, and the investments contributing most to overall return.", reportingCompliance: "Build an investor reporting dashboard listing each manager with the reports and valuations due, those received against outstanding with days overdue, valuation dates and how stale each is, capital account statements reconciled against your own records, and managers who consistently report late."};

Calls and Distributions
Calls and Distributions

Plan Liquidity Around the Calls Ahead

Capital calls and distributions by quarter across all investments, net cash flow by year, unfunded commitments outstanding by manager with expected call timing, liquidity required over twelve months and distributions expected against received.

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window.awbMockup = { consolidatedPosition: "Build an investor dashboard showing every fund and direct investment with commitment, capital called to date, remaining unfunded commitment, distributions received, current reported value, and total value against paid in capital, with a portfolio total and exposure by manager, vintage and strategy.", callsAndDistributions: "Build an investor cash flow dashboard showing capital calls and distributions by quarter across all investments, net cash flow by year, unfunded commitments outstanding by manager with expected call timing, liquidity required over the next twelve months, and distributions expected against those received.", returnMeasurement: "Build an investor returns dashboard calculating internal rate of return, distributions to paid in capital and total value to paid in capital per investment and for the portfolio, returns by vintage year and strategy, performance against the benchmark you use, and the investments contributing most to overall return.", reportingCompliance: "Build an investor reporting dashboard listing each manager with the reports and valuations due, those received against outstanding with days overdue, valuation dates and how stale each is, capital account statements reconciled against your own records, and managers who consistently report late."};

Return Measurement
Return Measurement

Compare Managers on One Consistent Basis

Internal rate of return, distributions to paid in capital and total value to paid in capital per investment and for the portfolio, returns by vintage and strategy, performance against your benchmark and the largest contributors.

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window.awbMockup = { consolidatedPosition: "Build an investor dashboard showing every fund and direct investment with commitment, capital called to date, remaining unfunded commitment, distributions received, current reported value, and total value against paid in capital, with a portfolio total and exposure by manager, vintage and strategy.", callsAndDistributions: "Build an investor cash flow dashboard showing capital calls and distributions by quarter across all investments, net cash flow by year, unfunded commitments outstanding by manager with expected call timing, liquidity required over the next twelve months, and distributions expected against those received.", returnMeasurement: "Build an investor returns dashboard calculating internal rate of return, distributions to paid in capital and total value to paid in capital per investment and for the portfolio, returns by vintage year and strategy, performance against the benchmark you use, and the investments contributing most to overall return.", reportingCompliance: "Build an investor reporting dashboard listing each manager with the reports and valuations due, those received against outstanding with days overdue, valuation dates and how stale each is, capital account statements reconciled against your own records, and managers who consistently report late."};

Reporting Compliance
Reporting Compliance

Chase the Reports You Are Still Waiting On

Each manager with reports and valuations due, those received against outstanding with days overdue, valuation dates and how stale each is, capital account statements reconciled against your records and managers who report late.

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Chase the Reports You Are Still Waiting On

Each manager with reports and valuations due, those received against outstanding with days overdue, valuation dates and how stale each is, capital account statements reconciled against your records and managers who report late.

Build a custom investor dashboard in 4 simple steps

See commitments, capital called, distributions and returns across every fund and holding, so your position is one picture rather than a folder of quarterly statements.

Decide what you need to see across your investments

Pick what matters to you as the investor, typically commitments against capital called, distributions received, current value, returns on a consistent basis and what reporting is outstanding. Emergent builds around the investments you actually hold.

Connect statements, capital accounts and valuations

Link the capital account data, distribution notices and valuations you receive, or enter them as they arrive. Emergent keeps every figure dated, so a return is calculated across the whole book rather than read from the most recent statement.

Add managers and change the return basis

Ask to include another fund, alter how a multiple is calculated, add a strategy classification or change the benchmark, and the consolidated position rebuilds.

Open it before every review or committee

Deploy one private link showing your consolidated position. A question about exposure or performance is answered from the dashboard rather than by opening several statements and adding them up.

Why choose Emergent?

Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.

ComparisonOther Tools
Built forDemos and MVPsProducts you keep growing
What you getFront end shell onlyFull stack, wired end to end
Backend and databaseSet it up yourselfBuilt and connected for you
CustomizationSurface level stylingDeep workflow control
Integrations and APIsManual glue workConnected from a prompt
Code ownershipLocked to the platformClean code you can export
Time to launchWeeks of patching and setupLive the same day

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