Service · Investment Analysis · Sub-service
Portfolio dashboard
Live portfolio KPIs — IRR, WAULT, NOI, LTV, ESG — updated on the PDB Operate platform.
When to instruct
The right moment.
You want live, standardised portfolio KPIs across investments without spreadsheet drift.
Scope of work
What we do.
04 workstreams
01
KPI framework aligned to fund strategy.
02
Data ingestion from underwriting, property and finance systems.
03
Dashboard build on PDB Operate.
04
Quarterly refresh and commentary.
Deliverables
What you receive.
- Live dashboard access.
- Quarterly board pack.
- KPI definition document.
Ready to instruct
Brief us on portfolio dashboard.
Other investment analysis sub-services