QubriaAll your portfolio companies. One place.
Switch companies in Qubria and see how each business is doing. Finance, operations and teams in one workspace, with the right access for each organisation.
Switch companies. Stay focused.
A meeting with one portfolio company. Then a follow-up with another. Select the company in the same Qubria workspace and continue with its data, team and processes. One access point for the organisations you belong to.
From follow-up to the next decision.
Open each company to review invoices and payments, check expenses or follow team activity. Bring specific questions and business context to conversations with the people responsible.
Before the next step
A way of working that grows with your portfolio
Start with one portfolio company and a process you want to organise. Agree with its team what to review, who maintains the information and how to follow up. Extend that way of working to other portfolio companies through an agreed rollout.
Closer to each business, with clear responsibilities
The fund’s team and each portfolio company’s management need different perspectives. Configure access by company and role so each person works with the information they need.
Related content
Each company, in context
Access the organisations you belong to and switch companies within one environment. Work with each organisation’s information and permissions.
Invoices, expenses and financial tracking
Distinguish what has been issued, what is outstanding and what has been paid before making decisions.
Prepare your rollout with a clear scope
Agree which process you will use, who validates it and what each role needs to learn before loading data.
Let’s talk about your portfolio companies.
Tell us how many companies you coordinate and what you need to review in each. We’ll prepare a demo of company switching and the processes that matter most to your team.