Platform. Dashboard examples
See how Provalio works for each user
Provalio presents different information, actions and reports according to the user's role, organisation and current work. Compare representative dashboard views created with synthetic information.
| User | What their dashboard focuses on | Typical information shown | View dashboard |
|---|---|---|---|
Accountant | Identifying advisory, valuation and funding opportunities within existing client relationships | Client portfolio, outstanding information, diagnostics in progress, valuations due, funding readiness work | View |
Corporate Finance Adviser | Transaction pipeline, mandate qualification and milestone tracking across sell side and buy side | Opportunity pipeline, mandate qualification, valuations, funding assignments, buyer readiness, transaction milestones | View |
Fractional CFO | Client financial reporting, cash management, funding requirements and board reporting across multiple clients | Financial reporting status, forecast currency, cash and runway, funding requirements, covenant monitoring, board reporting | View |
Business Adviser | Client diagnostics, valuations, action planning and follow-on assignment identification | Client portfolio, active engagements, diagnostics, valuations due, reports awaiting review, next client actions | View |
Business Coach | Connecting coaching conversations to agreed actions, evidence and measurable client progress | Active coaching clients, diagnostic stage, agreed objectives, actions due, progress against milestones, value improvement priorities | View |
Investor Readiness Adviser | What management must complete before approaching investors and where evidence is still required | Companies being prepared, pitch deck assessment, management questions, evidence gaps, financial and valuation readiness | View |
Exit Planning Adviser | Exit readiness, valuation, successor identification and transaction preparation | Clients in exit planning, valuation readiness, successor identification, due diligence preparation, next client actions | View |
Valuation Adviser | Valuation assignments, evidence completeness, methodology, review status and report issue | Valuation assignments, evidence completeness, methodology confirmed, review status, reports issued, next actions | View |
M&A Adviser | Mandate pipeline, valuations, buyer readiness, due diligence and transaction milestones | Mandate pipeline, valuations, buyer readiness, due diligence requests, transaction milestones, reports awaiting review | View |
Corporate Lawyer | Legal due diligence, transaction support, document review and corporate reporting | Active legal engagements, legal due diligence requests, document review, contract assessment, reports | View |
Private Equity | Investment opportunity assessment, due diligence evidence, valuation and ownership outcomes | Opportunity pipeline, maintainable EBITDA, quality of earnings, net debt, leverage, entry valuation, returns, IC status | View |
Venture Capital | Founder strength, product market fit, growth metrics, burn, runway and ownership outcomes | Opportunity pipeline, founder and team assessment, ARR, growth, retention, burn and runway, pre-money valuation, proposed ownership | View |
Growth Capital | Revenue quality, growth, cash conversion, customer concentration, valuation and exit readiness | Opportunity pipeline, revenue quality, growth, EBITDA, cash conversion, customer concentration, valuation range, exit readiness | View |
Family Office | Mandate fit, direct and co-investments, income, risk, governance and long-term value priorities | Mandate fit, direct investments, co-investments, income yield, risk flags, governance, portfolio valuation, long-term value priorities | View |
Portfolio Manager | Performance, risk, funding and value creation across portfolio companies | Portfolio companies, revenue movement, EBITDA movement, valuation movement, funding and debt, risk movement, roadmap progress, board reporting | View |
Business Owner and Group | Consistent subsidiary oversight while preserving individual business detail and responsibilities | Parent company, subsidiary companies, individual company status, individual valuations, group valuation, funding and debt, risk movement, capital allocation | View |
University and Programme | Consistent cohort oversight while preserving the position and priorities of each venture | Cohort businesses, venture stage, diagnostic progress, founder actions, investor readiness, valuation readiness, milestones, sponsor reporting | View |
Organisation Administrator | User management, seat allocation, configuration, compliance status and administration audit | Active users, seat allocation, pending invitations, organisation configuration, compliance status, administration audit, licence status | View |
Professional advisers
Focus
Identifying advisory, valuation and funding opportunities within existing client relationships
Typical information
Client portfolio, outstanding information, diagnostics in progress, valuations due, funding readiness work
View dashboardFocus
Transaction pipeline, mandate qualification and milestone tracking across sell side and buy side
Typical information
Opportunity pipeline, mandate qualification, valuations, funding assignments, buyer readiness, transaction milestones
View dashboardFocus
Client financial reporting, cash management, funding requirements and board reporting across multiple clients
Typical information
Financial reporting status, forecast currency, cash and runway, funding requirements, covenant monitoring, board reporting
View dashboardFocus
Client diagnostics, valuations, action planning and follow-on assignment identification
Typical information
Client portfolio, active engagements, diagnostics, valuations due, reports awaiting review, next client actions
View dashboardFocus
Connecting coaching conversations to agreed actions, evidence and measurable client progress
Typical information
Active coaching clients, diagnostic stage, agreed objectives, actions due, progress against milestones, value improvement priorities
View dashboardFocus
What management must complete before approaching investors and where evidence is still required
Typical information
Companies being prepared, pitch deck assessment, management questions, evidence gaps, financial and valuation readiness
View dashboardFocus
Exit readiness, valuation, successor identification and transaction preparation
Typical information
Clients in exit planning, valuation readiness, successor identification, due diligence preparation, next client actions
View dashboardFocus
Valuation assignments, evidence completeness, methodology, review status and report issue
Typical information
Valuation assignments, evidence completeness, methodology confirmed, review status, reports issued, next actions
View dashboardFocus
Mandate pipeline, valuations, buyer readiness, due diligence and transaction milestones
Typical information
Mandate pipeline, valuations, buyer readiness, due diligence requests, transaction milestones, reports awaiting review
View dashboardFocus
Legal due diligence, transaction support, document review and corporate reporting
Typical information
Active legal engagements, legal due diligence requests, document review, contract assessment, reports
View dashboardInvestors and funders
Focus
Investment opportunity assessment, due diligence evidence, valuation and ownership outcomes
Typical information
Opportunity pipeline, maintainable EBITDA, quality of earnings, net debt, leverage, entry valuation, returns, IC status
View dashboardFocus
Founder strength, product market fit, growth metrics, burn, runway and ownership outcomes
Typical information
Opportunity pipeline, founder and team assessment, ARR, growth, retention, burn and runway, pre-money valuation, proposed ownership
View dashboardFocus
Revenue quality, growth, cash conversion, customer concentration, valuation and exit readiness
Typical information
Opportunity pipeline, revenue quality, growth, EBITDA, cash conversion, customer concentration, valuation range, exit readiness
View dashboardFocus
Mandate fit, direct and co-investments, income, risk, governance and long-term value priorities
Typical information
Mandate fit, direct investments, co-investments, income yield, risk flags, governance, portfolio valuation, long-term value priorities
View dashboardPortfolio and ownership
Focus
Performance, risk, funding and value creation across portfolio companies
Typical information
Portfolio companies, revenue movement, EBITDA movement, valuation movement, funding and debt, risk movement, roadmap progress, board reporting
View dashboardFocus
Consistent subsidiary oversight while preserving individual business detail and responsibilities
Typical information
Parent company, subsidiary companies, individual company status, individual valuations, group valuation, funding and debt, risk movement, capital allocation
View dashboardProgrammes and enterprise
Focus
Consistent cohort oversight while preserving the position and priorities of each venture
Typical information
Cohort businesses, venture stage, diagnostic progress, founder actions, investor readiness, valuation readiness, milestones, sponsor reporting
View dashboardFocus
User management, seat allocation, configuration, compliance status and administration audit
Typical information
Active users, seat allocation, pending invitations, organisation configuration, compliance status, administration audit, licence status
View dashboard