Crowdsourced Investment Platforms Dashboard in Excel
Equity crowdfunding stopped being a novelty a long time ago, and anyone running or backing campaigns now faces the same reporting problem: the money is spread across half a dozen
Tag: excel investment dashboard
Impact Investment Funds Dashboard in Excel
Impact Investment Funds Dashboard in Excel helps fund managers, sustainable finance teams, impact analysts, portfolio operations leads, and investor reporting teams turn fund records into a clean Excel dashboard. Impact
ESG Investment Firms Dashboard in Excel
ESG Investment Firms Dashboard in Excel gives ESG fund managers, sustainable investment analysts, portfolio operations teams, and finance leaders a structured way to review AUM, capital deployed, management fees, net
Mutual Funds KPI Dashboard in Excel
Mutual fund managers and AMC operations teams in 2026 face a familiar squeeze — Morningstar Direct seats run $1,800 to over $24,000 per user per year, Bloomberg Terminal sits at
Sovereign Wealth Funds KPI Dashboard in Excel
Sovereign Wealth Funds (SWFs) managed over $11.5 trillion in assets globally in 2025, with the top 100 funds growing AUM by 8.4% year-over-year according to the Global SWF 2025 report.
Investment Maturity Calendar in Excel
The Investment Maturity Calendar in Excel tracks maturity dates for fixed deposits, bonds, recurring deposits, and mutual fund SIPs across 5 interactive worksheets with 3 calendar views and a full
Investment Management Dashboard in Excel
Managing investments without clarity always leads to missed opportunities and delayed decisions. Therefore, investors, analysts, portfolio managers, and finance teams now rely on structured dashboards instead of scattered spreadsheets. An