Less is More
Spend less time on manual, time-intensive tasks with a productivity app designed for investment teams.
.svg)
AT A GLANCE
A shared workspace to optimize workflows across the entire investment lifecycle
Identify opportunities, conduct due diligence, and oversee investments without the need for manual, time-intensive tasks such as data management, analysis, and reporting.
.svg "Proxa Website Graphics (3)")
Track Investment Opportunities
Organize and manage data across multiple platforms, providing real-time visibility and simple access into key information. Integrate with existing tools like Salesforce and Pitchbook eliminating data silos to improve collaboration and offer a holistic view of each opportunity.
.svg "Proxa Website Graphics (1)")
Manage Diligence Processes
Transform diligence checklists into Data Records to streamline management and collaboration while maintaining accuracy and auditability. Standard data room features such as shared folders, access controls, and progress tracking are incorporated into an intuitive shared workspace.
.svg "Proxa Website Graphics (2)")
Monitor Investments with Automated Reporting
Eliminate manual report generation using static spreadsheets and slide decks. Management teams simply keep their data updated in a Proxa worksheet which automatically syncs with mobile-friendly reports and dashboards. All stakeholders save countless hours with improved collaboration and always accurate data.
Powered by Proxa AI
Proxa’s AI agents work behind the scenes to automate tasks, maintain data accuracy, and streamline processes across. By reducing manual effort and ensuring that information is always up to date, these AI agents help investment teams save time to focus on more strategic activities.
.svg "Proxa Website Graphics (4)")
Managing Data is Spreadsheet Simple
Proxa converts unstructured data from spreadsheets, files, and various other sources into structured Data Records. These Records are simple to manage and can be accessed in the Proxa App or included in Proxa Pages like reports, slides or dashboards.
⟩ Data Records
Transform unstructured data from spreadsheets, files, and other sources into structured Data Records. These Records are easy to update, manage, and track, ensuring consistent, accurate information throughout your organization.
⟩ Integrated Worksheets
Proxa’s Worksheets are the backbone of data management. Copy/paste or link existing spreadsheets into Proxa Worksheets and automatically update Records.
⟩ Analysis & Reporting
Automate analysis and reporting by leveraging Data Records. Use pre-built templates or customize reports, slides and dashboards to track key metrics and visualize trends with always-accurate data.
⟩ Data Integrity & Governance
Ensure strong data governance with AI governance, access controls, audit trails, and automated error reduction. Maintain a single source of truth between investors and portfolio companies.
⟩ Team Collaboration
Proxa fosters seamless collaboration by allowing multiple users to work together in real time, ensuring data stays updated and projects remain on track. Whether editing pages, assigning tasks, or managing reports, Proxa helps teams collaborate efficiently
⟩ Prebuilt Templates
Save time and ensure consistency with Proxa’s customizable templates. Whether creating reports, presentations, or dashboards, you can use pre-designed templates or create your own. Proxa’s flexible design ensures your data is presented clearly and professionally, aligning with your team’s needs.
PROXA PLATFORM
Built for execs - Loved by IT
We understand your pain. This is why we do what we do, and can provide you with an experience like no other.
PROXA APP
Intuitive mobile-friendly app
Our simple mobile-friendly app provides secure access to your data whenever you need it, wherever you are.
FAQs
What is a Data Ecosystem?
A data ecosystem refers to the interconnected, interdependent network of data sources, technologies, applications, stakeholders, and governance mechanisms that collectively enable data collection, storage, management, analysis, and utilization. It includes not only the data itself but also the technologies that support data movement and transformation, the policies that govern data usage and security, and the people who interact with the data. In this framework, data can flow seamlessly across different components, thereby providing a cohesive environment for more effective data utilization for analytics, decision-making, and operations.
Can I restrict who can see my Data Hub?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Can my workbook be static?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What AI models does Proxa use?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What can the AI do?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What templates are included?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Get notified on new marketing insights
Be the first to know about new B2B SaaS Marketing insights to build or refine your marketing function with the tools and knowledge of today’s industry.