Overview
gini helps VC and private investors automate financial due diligence & reporting.
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies.
Get granular real time financial data on all your current, and future investments
Live portfolio monitoring Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day.
Affordable & sophisticated financial due diligence Speed up deal validation and estimate potential company's exit valuations using real time data. Follow companies over time and be ready to invest exactly at the right moment.
Fraud detection like you hired a forensic accountant Find bad actors and protect your LPs by using state of the art forensic accounting methods to identify potential fraud.
Prepare your portfolio companies for the next round Get your portfolio companies ready for more stringent due diligence that can derail the next round of funding.
Simple onboarding for PortCos Get a customized landing page for your portfolio companies to link their accounts to your systems. It just takes 5 minutes, with minimal burden and pushback from founders.
Custom financial models Use the real time data to build custom financial models to power your portfolio management, valuation, and cash management to time your capital calls with precision.
Features:
• Investor Due Diligence Report - For investors and lenders - Streamline DD and protect yourself from fraud. Get live, granular financial data from current and prospective portfolio companies. Investors using the due diligence report will get a customized landing page where portfolio companies can link their accounting software.
• Market-based Valuation Calculator - Use publicly listed companies as a way to create your company valuation (supports stocks listed on New York Stock Exchange, NASDAQ, Australian Securities Exchange, Hong Kong Stock Exchange, and London Stock Exchange).
• Cashflow Forecast Financial Model - Real-time AI assisted cashflow forecasts that update automatically
• Financial Planning Model - Create a forward 12 month plan based on your company’s historical data
• SaaS Industry Financial Model - Create a revenue forecast for 7.5 years using common KPI assumptions and automatically track your actual performance vs forecasted on a rolling basis.
• Automated Profit and Loss and Balance Sheets - Generate up-to-date financial reports in your spreadsheets without manual data entry.
gini + Xero
gini integrates with Xero seamlessly, getting your data from source to financial models and reports in Excel or Google Sheets in minutes. Your data will sync on a daily basis, so your models are up-to-date exactly when you need them.
Getting started
Book a demo with our team to streamline your investment decision making and reporting.