The most flexible and seamless portfolio monitoring tool for mid-market PE Firms.
Most monitoring tools fail to meet expectations and you're left with a disappointing lack of insights. ClosingWell is the first portfolio monitoring tool built specifically for the needs of mid-market PE.
Company Financials
Log historical, budget, and projected financials in the most seamless and flexible way possible.
Valuation Metrics
Your single source of truth for all internal valuations across the portfolio.
Board Meeting & Notes
Capture qualitative context like board decks and meeting notes to tell the full story.