Features and Functionality

Control Your Spreadsheets

Use DataRails’ unique capabilities to control and monitor all the different spreadsheets that are circulating around your firm. DataRails ensures that this data is reliable, and available for real-time reporting.

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Machine Learning Spredsheet Consolidation

You can continue receiving spreadsheets with different templates from portfolio management companies. With DataRails, spreadsheets are automatically consolidated using advanced machine learning algorithms.

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Datarails Unity Engine

DataRails' machine learning capabilities are the world’s first solution for one of the most pressing data problems of the private equity field: the numerous abbreviations used for various terms, such as ACME INC., ACME.COM or ACME. With DataRails, you can be confident that your data is aligned.

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Reports and Dashboards

Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create, and access your reports and dashboards from anywhere


Rapid LP Data Visualization

Create dedicated designed PDF files with a click, tailored to all LPs according to their investments


WORKFLOW AND APPROVALS

Use Visual Workflow to quickly design and automate any business process with drag-and-drop simplicity. Drive success with flexible approvals processes for deal discounts, expenses and more

COLLABORATE WITH PEOPLE COMPANYWIDE

Successful PE work involves collaboration across the organization. DataRails provides a Chatter feed on every portfolio or pipeline company, allowing you to share insights, relevant documents and more

PIPLINE MANAGEMENT

Make smarter decisions about where to invest your dollars. Track your pipeline from click to close, while continuously optimizing your process

PIPLINE MANAUSE DATARAILS FOR OUTLOOK TO SYNC EMAILSGEMENT

Every business relies on email to connect with customers. DataRails’ Outlook integration gives you a complete view of your portfolio. Sync emails instantly to DataRails, keeping your entire team up to date

ACCESS MARKET DATA FOR A WIDE VIEW OF YOUR CUSTOMERS

Tap into activity on data sites such as Crunchbase, PitchBook or Linkedln to get a sense of what your portfolio or pipeline companies are doing. You’ll uncover valuable insights into your companies challenges and successes, so you can proactively provide help


MOBILE

DataRails turns your mobile device into a portable PE office. You can log calls, respond to portfolio companies, work your deals pipeline, or check dashboards, no matter where you are


SECURITY YOU CAN TRUST

The DataRails security features help you empower your users to do their jobs safely and efficiently. DataRails limits exposure of data to the users that act on it

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