Early access. Working closely with early customers.
Portfolio monitoring, without the portfolio ops team.

Stop rebuilding your portfolio in Excel.

MonthEnd turns the Excel and PDF packages you already receive into standardized KPIs, performance insights, and investor-ready reporting.

Book a demo See how it works ↓
✓ Use your existing reporting packages✓ No enterprise implementation
“We already have the numbers. We just shouldn’t have to rebuild them every month.”
The workflow MonthEnd replaces
MonthEnd
July 2026MG
Portfolio overview

Good morning, Graham.

Portfolio revenue
$184.2M+8.4%
vs. prior year
Portfolio EBITDA
$29.6M+6.1%
vs. prior year
Avg. EBITDA margin
16.1%-0.4%
vs. prior month
Ahead of plan
3 / 4+1
companies
Portfolio companiesActual vs. budget
CompanyRevenueEBITDAYoYTrendStatus
AAtlas Industrial$46.2M$8.1M+12.4%Ahead
SSummit Services$38.7M$5.4M+7.1%On plan
NNorthstar Mfg.$61.8M$9.7M+3.8%Watch
HHarbor Healthcare$37.5M$6.4M+11.3%Ahead
Monthly packages in.Portfolio intelligence out.
How it works

From monthly package to portfolio intelligence.

MonthEnd fits the process you already have. No rip-and-replace. No six-month implementation.

01
XLS

Atlas_July.xlsxReady

✓
PDF

Summit_July.pdfProcessing

XLS

Northstar.xlsxReady

✓
Upload

Use the reporting packages you already receive.

Excel, PDFs, financial statements, KPI packs, and board materials.

02
Revenue$46,213COGS$29,410EBITDA$8,132
→
Revenue$46.2M
EBITDA$8.1M
Margin17.5%
Structure

MonthEnd standardizes the numbers.

Revenue, EBITDA, cash, debt, headcount, and company-specific KPIs.

03
Revenue vs. budget+3.2%
FebMarAprMayJunJul
Understand

Know what changed before the review.

Actual vs. budget, YoY trends, margin compression, cash changes, and anomalies.

04
July performance Draft ready

Atlas delivered another strong revenue month, finishing 3.2% above budget, driven by volume growth in the Southeast region.

!Watch itemMargin down 40bps
Report

Walk into monthly review with the work done.

Concise performance commentary, risks, drivers, and questions for management.

Company detail

Go from portfolio-level to company-level in one click.

See the numbers, the trend, and the explanation together — without losing the source.

Portfolio / Atlas Industrial

A Atlas Industrial

July 2026
Revenue
$46.2M+12.4%
+3.2% vs. budget
EBITDA
$8.1M+9.8%
-1.1% vs. budget
EBITDA margin
17.5%-0.4%
vs. prior month
Net debt
$18.4M-4.2%
vs. prior month
Revenue performanceLTM actual vs. budget
ActualBudget
AugOctDecFebAprJunJul
MONTHEND INSIGHTJuly performance summary
4 sources

Atlas delivered another strong revenue month, finishing 3.2% above budget, driven primarily by volume growth in its Southeast region.

EBITDA remained below plan as freight and overtime costs compressed margins by approximately 40bps.

!
WATCH ITEMGross margin has declined for three consecutive months despite revenue growth.
View supporting cells & pages
Why MonthEnd

Built for portfolios that don’t need enterprise software.

You shouldn’t need 30 portfolio companies to justify better portfolio monitoring.

Traditional platformsEnterprise-first
  • Built for dozens of portfolio companies
  • Long implementations and configuration
  • Dedicated portfolio operations teams
  • Enterprise pricing and complexity
  • More software than a small fund needs
VS
MonthEndLean-team first
  • ✓ Built for 1–10 portfolio companies
  • ✓ Start with the reports you already receive
  • ✓ Minimal implementation
  • ✓ Designed for investment teams
  • ✓ Lightweight, modern workflows
Institutional-quality monitoring without the institution-sized implementation.
Security principles

Your portfolio data stays your portfolio data.

MonthEnd is being designed for the sensitivity of private-company financial information — with privacy, access control, and auditability treated as product requirements, not afterthoughts.

◇

Encrypted by default

Design for encryption in transit and at rest.

▣

Private document storage

Keep sensitive portfolio materials isolated and controlled.

⌘

Access controls

Give the right people access to the right company data.

↳

Auditability

Preserve a clear path from reported output back to source.

MonthEnd

Spend your monthly review analyzing the portfolio, not updating it.

See how MonthEnd can turn the reporting packages you already receive into a live portfolio view.

Book a demo