Transform your reporting with WorkInternal
Bring portfolio data, reporting, and analysis together in one platform built for modern investment teams and firms.
Built for the complexity of private markets
WorkInternal standardizes financial and operating data across your portfolio, giving investment and operating teams a consistent view of performance.
Know what’s happening across every investment.
Bring financial and operating data from across your portfolio into one standardized view. Compare performance, identify issues, and drill into any company from a single place.
Talk to an expertPortfolio Performance
Track revenue, EBITDA, margins, cash, growth, and operating KPIs across every company.
Company Deep Dive
Move from portfolio-level performance into the financials and operating drivers behind each investment.
Who we serve
See utilization, realization, and margin by client and partner, and find out which engagements are behind every change.
Follow each portfolio company against plan and know what's driving every variance before the board meeting.
Close the month knowing why revenue, margin, and cash moved, then turn the analysis into reports for leadership.
Connect spend to pipeline and revenue, and see which channels and campaigns are changing your numbers.
“WorkInternal replaced manual operational workflows with systems our team actually relies on daily.”
Niko Ludwig
Founder of Collateral.com
A research environment for your own business.
Most analytics software tells you what happened. WorkInternal is built to answer the next question: why.
CRM
Finance
PMS
Bring your numbers together
Connect accounting, CRM, billing, and operational systems so every number starts from the same facts.
$4.8MAdvisory
$3.1MTax
$2.6MAssurance
Model how your company works
Define the drivers and dimensions behind performance, from customers and products to teams and regions.
Client profitability
Break down by
Break down any number
Go from a metric to the customers, products, or teams behind it, down to the underlying records.