Stop Drowning in Portco Spreadsheets.
Send us your portfolio data, financials, or deal models. Get back QBR packs, investment memos, and valuation updates — institutional-grade, overnight.
What You Send → What You Get Back
Your inbox is the workspace. Zibly does the work.
What you send
- Excel portfolio tracking files or company financials
- Investment memos or data room links
- Brief instructions on analysis or update needed
What you get back
- Updated Excel dashboard with KPIs and variance analysis
- Investment memo or diligence summary
- QBR presentation deck (10–15 slides, your template)
Zibly handles everything in between.
Ready-to-Send Tasks
Click any task to prefill your email and get started immediately
Portfolio KPI Dashboard Update
Task: Refresh portfolio company metrics and trends
Deliverable: Excel dashboard + 3-slide summary
LBO or DCF Model Refresh
Task: Update deal model with new assumptions
Deliverable: Excel model + sensitivity tables
Investment Memo Draft
Task: Create IC memo from diligence materials
Deliverable: 15-page investment memo
Market Scan / Add-On Target List
Task: Identify add-on acquisition targets
Deliverable: Target list Excel + 5-slide summary
QBR Pack Preparation
Task: Quarterly board review materials
Deliverable: 20-slide QBR deck + Excel backup
Valuation Cross-Check
Task: Validate portfolio company valuations
Deliverable: Valuation memo + comps analysis
Your 24/7 Portfolio Operations Team
Zibly delivers the models, memos, and board materials your portfolio demands — without adding headcount.
Small Team → Enterprise Output
Monitor 20+ portcos without building a massive ops team.
Deal Flow Bottleneck Relief
Your associates focus on sourcing, not spreadsheets.
Institutional-Grade Materials
IC memos and QBR decks arrive polished and audit-ready.
The ROI is Undeniable
Without Zibly
- •Associate $200/hr × 30 hrs = $6,000 per QBR
- •Analyst team for 10 portcos = $400K+ annually
- •2-week turnaround for investment memos
- •Deal flow constrained by bandwidth
With Zibly
- Same QBR pack from $20
- Scale portfolio without ops headcount: save $300K+/year
- 24-hour turnaround on most deliverables
- Evaluate 3× more deals per quarter
Save $40,000+ per month. Scale without hiring.
Quality Standards for PE Firms
Built for the precision and confidentiality institutional investors demand
- Audit-ready models and variance analysis
Clear formulas, assumption tabs, and change logs
- IC-ready formatting and structure
Professional memos and decks matching your firm's standards
- Confidential data handling
Enterprise-grade encryption and post-delivery deletion
- Institutional valuation rigor
Traceable comps, defensible DCF assumptions, sensitivity tables
- Portfolio-grade KPI dashboards
Consistent metrics, trend analysis, and variance flags
How It Works
No new platforms. No training. Just email and get it done.
Forward your files to work@zibly.ai
Send portco financials, models, or data rooms
Describe the deliverable
E.g., "refresh KPI dashboard, flag outliers"
Receive the finished analysis or deck
Polished, institutional-grade materials
Ready to 3× Your Deal Capacity?
Join PE firms already using Zibly to manage larger portfolios with leaner teams. Your first analysis is free — see the institutional quality for yourself.