Demo overview
A two-minute tour of portfolio company reporting without spreadsheet chasing.
CapTrack is built around one recurring workflow: request the numbers, collect source files, review the response, approve the values, and build clean history.
What is functional in the demo
Company and contact management
Metric definitions
Monthly request creation
Secure request link generation
Company submission form
File upload and private downloads
Review, approval, and changes requested
Approved trend history
CSV export
The workflow in five steps
Step 1
Analyst creates a request
Choose companies, due date, requested fields, and required files.
Step 2
Companies receive secure links
Finance contacts open a simple submission page scoped to their company.
Step 3
Numbers and files come back together
Requested values, source files, notes, and status stay attached to one submission.
Step 4
The firm reviews first
Analysts approve clean values or request changes before anything enters history.
Step 5
History compounds over time
Approved values populate trend tables and exports month by month.
Ready to click through?
Start in the demo workspace, then open Requests, copy a secure link, submit as a company, and approve in Upload Inbox.
Sign in as demo analyst