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PPBF Tools·Interactive Demo

Private Equity
Portfolio Dashboard

A real-time, holistic view of 10 portfolio companies — combining financial KPIs, ESG metrics, and operational data in one integrated platform.

Demo data — representative of a mid-market PE fund
Total NAV
€628.4M
Avg IRR
19.4%
+19.4%
Avg MOIC
1.54x
Avg EBITDA Growth
13.2%
+13.2%
Avg ESG Score
77
Avg DPI
0.57x

NAV Distribution by Sector

Financial Services
€108.4M
Infrastructure
€95.8M
Energy
€89.2M
Software
€71.3M
Healthcare
€68.9M
Consumer
€58.4M
Chemicals
€47.5M
Retail
€35.6M
Media
€31.2M
Logistics
€22.1M

EBITDA Growth by Company

Gold = above portfolio average (13.2%)

Portfolio Companies

CompanySectorNAVIRRMOICDPIEBITDA %ESGStatus
Juniper FinanceFinancial Services€108.4M27.0%2.05x1.20x+22.0%85 OutperformerDeep Dive →
GreenBuild InfraInfrastructure€95.8M20.0%1.60x0.90x+15.0%90 OutperformerDeep Dive →
Epsilon EnergyEnergy€89.2M25.0%1.90x1.10x+20.0%70 OutperformerDeep Dive →
BlueWave TechSoftware€71.3M35.0%2.31x0.80x+28.0%75 OutperformerDeep Dive →
Delta HealthcareHealthcare€68.9M18.0%1.45x0.55x+11.0%88 On TrackDeep Dive →
Aurelia FoodsConsumer€58.4M22.0%1.37x0.45x+12.0%82 On TrackDeep Dive →
Ionis ChemicalsChemicals€47.5M14.0%1.28x0.25x+9.0%72 On TrackDeep Dive →
Futura RetailRetail€35.6M15.0%1.22x0.30x+7.0%74 On TrackDeep Dive →
Helios MediaMedia€31.2M10.0%1.12x0.05x+5.0%65 WatchDeep Dive →
Cedar LogisticsLogistics€22.1M8.0%1.08x0.10x+3.0%68 WatchDeep Dive →

Interested in a custom version?

Build this for your portfolio

PPBF designs and implements bespoke portfolio monitoring dashboards connected to your live ERP, HR, and ESG data sources.

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