See your entire portfolio - live, linked, and in one model.
Model Reef gives fund teams a single source of truth for valuations, exposures, and performance. Replace disconnected spreadsheets with automated, connected fund models using investment portfolio management and fund performance analysis tools built for real-time decisions.
- Track positions and exposures using live fund portfolio tracking.
- Run consistent valuations with automated investor portfolio software.
- Consolidate everything using a unified portfolio consolidation tool.
Trusted by clients with over US$40bn under management.
Your portfolio lives in ten spreadsheets that never agree.
Every analyst has a different version. Links break. Valuations drift. Data goes stale. Model Reef solves multi-spreadsheet portfolio issues by centralising models into one accurate, connected workspace.
Unify your models
Bring fund and portfolio models together using automated portfolio data management.
Automate valuations
Run DCFs, comps, and sensitivities across assets with a single investment tracking solution.
Monitor performance
Track returns and exposures in real time with financial reporting for investors.
See how funds use Model Reef to standardise valuations and improve reporting.
Everything from fund valuation to portfolio forecasting - in one place.
These six capabilities help fund teams eliminate inconsistencies and gain real-time visibility using modern fund investor insights tools.
Hedge Fund Drag-and-Drop Modelling
Build and adjust complex fund models instantly - no rebuilds - using a scalable investment analytics platform.
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Listed Fund Drag-and-Drop Modelling
Analyse listed investment portfolios with live, linked cashflows using portfolio monitoring tool workflows.
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Portfolio Company Forecasting
Consolidate forecasts from each holding into one portfolio model powered by consolidated fund management.
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Businesses Pursuing M&A
Model acquisition impacts and synergies with real-time investment decision support.
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DCF Valuation
Run consistent DCFs and comps across assets using automated fund tracking automation.
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Multi-Entity Consolidation
Roll up subsidiaries or SPVs into unified fund-level reporting with a robust portfolio reconciliation solution.
Learn moreWhen every model connects, every decision compounds.
Model Reef centralises fund models, automates valuations, and streamlines reporting - giving investment teams cleaner data, faster cycles, and better visibility using unified investment portfolio management workflows.
20 hours saved per week
$75,000 per year in reclaimed time
Cut reconciliation work with clean, connected models.
Higher reporting accuracy
$300,000 per year in strategic decision value
Reduce errors and stale data with automated updates.
Better deal execution
Millions in investment returns
Act faster with consistent valuations and real-time portfolio insight.
Trusted by fund teams who need accuracy, speed, and control.
Model Reef gives funds the clarity to value assets, monitor performance, and report to investors with confidence.
Trusted by clients with over US$40bn under management.