Portfolio company forecasting | ModelReef

You can’t forecast your fund’s future when every company models differently.

Funds depend on portfolio company forecastingto understand performance, liquidity, and valuation growth - but each company delivers a different spreadsheet. Broken links, inconsistent logic, and out-of-date assumptions slow decisions and hide risks. Model Reef standardizes multi-company forecasting into one connected, accurate system.

The hidden costs of inconsistent portfolio forecasting:

  • Weeks of consolidation delay strategic decisions
  • Fund forecasting challenges that compound every quarter
  • Investors questioning numbers that don’t align
Watch a demo Start Free 14-day Trial

Back to Accountant & Consultants

hero-fallback

Trusted by clients with over US$40bn under management.

A single forecasting system for every portfolio company.

Model Reef standardizes assumptions, KPIs, and accounting logic across all portfolio companies. Each company connects to a shared, automated forecasting engine that updates instantly with new data - giving funds real-time visibility into performance, valuation, and cashflow.

model-reef

Forecast, value, and compare every company - instantly.

A unified foundation that makes financial scenario planning reliable and repeatable.

clarity-icon Standardized Forecasting Engine

Build clean, consistent investment fund modeling across all companies.

bot-icon Integrated Valuation Module

Link forecasts directly to DCF and comparable valuation outputs.

forecasting-icon Scenario Toggles & Branching

Test scenario analysis for investments with one click - no new versions.

See a live demo of portfolio-level forecasting.

Watch a demo Start Free 14-day Trial

Back to Accountant & Consultants

Build once - forecast forever.

Three steps to a unified fund performance predictions workflow.

link-icon Step 1:
Connect Portfolio Company Models

Import forecasts or integrate actuals from Xero, QuickBooks, ERP, or Excel.

model-building-icon Step 2:
Standardize Logic

Apply consistent KPIs, forecasting rules, and company forecast standardisation across all entities.

forecasting-icon Step 3:
Forecast & Value

Roll up projections into fund-level metrics with automatic valuation updates.

See how quickly your fund can gain full forecasting visibility.

Explore Use Cases Start Free 14-day Trial

Back to Accountant & Consultants

Portfolio-level clarity that pays off - fast.

Automation and consistency translate directly into measurable fund returns.

clarity-icon Save Time

$100,000 per year

Automate rollups and eliminate manual consolidation across portfolio companies.

collaboration-icon Eliminate Errors

$75,000 per year

Reduce 95% of model mismatches, broken links, and reconciliation issues.

forecasting-icon Unlock Clarity

Millions per year

Identify underperformance or upside early with real-time, comparable forecasts.

See your ROI from standardised forecasting.

See how to get started Start Free 14-day Trial

Back to Accountant & Consultants

Features built for fund-wide forecasting visibility.

A complete toolkit for forecasting, comparing, and valuing every portfolio company.

real-time-icon Automated 3-Statement Forecasting

Generate connected P&L, cashflow, and balance sheet forecasts instantly.

clarity-icon KPI Standardisation

Align revenue, margin, cashflow, and valuation metrics portfolio-wide.

model-building-icon Valuation & DCF Integration

See how forecast changes impact intrinsic value in real time.

collaboration-icon Scenario Analysis

Test strategic fund forecasting across base, bull, and bear cases effortlessly.

Explore the full forecasting feature set.

Explore Features Start Free 14-day Trial

Back to Accountant & Consultants

Security built for sensitive portfolio and investor data.

Confidence in forecasting starts with confidence in data protection.

xero-icon End-to-End Encryption

Secure every company’s financial and valuation data.

Audit Trail

Track every edit across analysts, CFOs, and portfolio companies.

excel-icon Granular Access Control

Share only what LPs, advisors, or operating teams need to see.

See how Model Reef keeps your data secure →

See Collaboration Start Free 14-day Trial

Back to Accountant & Consultants

Questions before you start?

Here are the most common questions we get asked in demos.

Model Reef improves portfolio company forecasting by standardising assumptions, KPIs, timing structures, and forecasting rules across every company in the fund. Instead of reviewing inconsistent spreadsheets, investment teams get one connected model that updates instantly with new data. This helps funds identify risks, capital gaps, and growth opportunities earlier. It also strengthens investor communication with real-time, comparable insights. These capabilities make Model Reef the modern standard for portfolio company forecasting.

Fund forecasting challenges often arise from inconsistent company models, manual consolidation, and mismatched KPIs. Model Reef eliminates this by centralising all company forecasts into a unified forecasting engine. Every assumption flows through a single structure, ensuring perfect comparability. This reduces reconciliation delays and improves forecast accuracy. Funds gain faster visibility into trends, exposures, and capital allocation needs. These strengths directly address major fund forecasting challenges.

Financial scenario planning becomes more strategic when every portfolio company is connected to the same scenario engine. Model Reef allows analysts to test upside, base, and downside cases across all companies simultaneously. Each scenario updates valuation, runway, revenue, and cashflow instantly. This helps funds evaluate risk, capital timing, and performance sensitivity with precision. These capabilities strengthen fund wide financial scenario planning.

Multi-company forecasting becomes easier when all entities follow one modelling framework. Model Reef maps charts of accounts, aligns KPIs, and applies consistent financial logic across geographies and systems. This removes the noise and inconsistency that typically slows portfolio analysis. Funds gain real-time insight into revenue trajectories, liquidity, and valuation across holdings. These advantages modernise multi-company forecasting for complex fund structures.

Investment fund modeling improves when every portfolio forecast, valuation, and KPI ties back to a unified model. Model Reef enables fund managers to compare companies in real time, identify capital priorities, and evaluate long-term value creation. This also increases confidence during board and LP discussions. Automated reporting and consistent logic eliminate spreadsheet bottlenecks. These strengths make Model Reef a powerful platform for investment fund modeling.

Scenario analysis for investments becomes more reliable when each assumption update flows through all three statements instantly. Model Reef enables funds to model pricing shifts, margin variability, hiring plans, market downturns, or funding routes with one click. Each scenario presents a complete view of valuation, cashflow, and runway impact. This improves forecasting accuracy and risk assessment. These capabilities elevate scenario analysis for investments firmwide.

Financial planning for funds improves when forecasting, valuation, and KPIs are centralised. Model Reef gives managers clear visibility into expected performance across every company and the fund as a whole. This helps determine future capital needs, identify underperformance early, and allocate resources effectively. It also supports sophisticated long-term planning across economic cycles. These advantages support more consistent financial planning for funds.

Company-level forecast integration becomes seamless when all businesses feed into one shared modelling engine. Model Reef automates ingestion from Xero, QuickBooks, Excel, and ERPs, ensuring harmonised KPIs and forecasting rules. This eliminates manual stitching and reconciliation. It also provides immediate visibility into valuation, revenue, and cashflow across the entire portfolio. These capabilities define a modern approach to company-level forecast integration.
Still have unanswered questions?
Contact our team See it in action

Explore more Forecasting & Scenarios solutions.

Extend forecasting clarity across your entire investment workflow.

chart-circle-icon Companies in Cash Burn Positions

Model burn, liquidity, and capital risk with live scenario testing.

Learn more

forecasting-icon Businesses Preparing to Raise

Build investor-ready financial models that stand up in diligence.

Learn more

model-building-icon QuickBooks Ecosystem Forecasting

Turn live QuickBooks data into connected forecasts automatically.

Learn more

chart-circle-icon Xero Ecosystem Forecasting

Forecast directly from Xero with zero manual exports.

Learn more

See all forecasting and scenario solutions.

Explore Solutions Start Free 14-day Trial

Forecast your entire portfolio - in one connected model.

Fast, consistent, investor-grade forecasting built for fund-level decisions.

Start Free 14-day Trial

See it in action Start Free 14-day Trial

Back to Accountant & Consultants

Trusted by clients with over US$40bn under management.