Imagine running a business where your team spends more time in spreadsheets and powerpoint than serving your clients.
Unfortunately, most businesses have team members who are stuck in those roles. In addition, Linkvest works with investors who weren’t getting valuable insights until 3 months later. They didn’t have their valuable information, in the right format, at the right time. Not understanding having your reports automated and shared amongst every stakeholder can keep you and your businesses from progressing to the next level.
Fortunately, Camilo Restrepo, Partner at Linkvest Capital, didn’t make that mistake. It was time for his company to grow…and fast. He wanted to better communicate with his investors and allow them deeper insights into their portfolios, trends, and results. He set out and implemented a dashboard to help, and oh how it did!