You can choose to track Key Performance Indicators (KPIs) from Fathom’s collection of default KPIs, or you can create your own: Set up KPIs

Organisations offering investment management services typically track a mix of KPIs to monitor firm performance, the health of assets under management, and client activity.

Here is a list of some common industry KPIs, all of which can be tracked in Fathom:

Fathom can help you achieve an overall picture of your business’s or a client’s portfolio by bringing disparate funds, companies, or asset data into one system.

All the entities in your organisation can be monitored via the Insights Dashboard, enabling you to keep an eye on how companies or funds are performing across key metrics such as Operating Profit Margin and Debt to Equity.

To set your dashboard up for monitoring performance across a portfolio of companies or funds:

You can save your dashboard view to create quick one-stop portfolio performance overviews.

Some example views you could create for an investment portfolio:

Unsure whether to monitor companies via the Insights Dashboard or add them to a benchmark group? View this table to help you understand the key differences.

Benchmark groups enable you to perform in-depth benchmarking analysis for the entities within your investment portfolio.

You can segment your portfolio to improve the depth of comparisons, easily spot outliers with the Compare tool, and examine companies side-by-side across multiple metrics to uncover performance insights.

Companies on a Fathom Pro plan can be added to a Benchmark Group at no additional cost. Learn more here: Create a Benchmark Group.

Segmenting your benchmark group helps you analyse like‑for‑like investments. Segments are fully customisable and can be tailored to your portfolio, such as by:

Once segmented, you can use the Compare tool to assess how current portfolio companies perform relative to their peers and understand where certain companies outperform others within the same group.

Visit our 'Benchmarking segmentation' article to learn how to segment your benchmark group.

Use the Compare tool to benchmark performance for key metrics. Pair this with additional sorting by segments to help you divide your portfolio and identify high performers and laggards relative to their peers.

You can highlight companies by clicking on a dot so that, as you switch between metrics, you can understand if weak or strong performance in one area is mirrored in another.

You can use the Rank tool to compare company performance in more detail across multiple KPIs at once. This will help you to spot where results diverge and illuminate possible learnings to be shared.

Unsure whether to monitor companies via the Insights Dashboard or add them to a benchmark group? View this table to help you understand the key differences.

Deciding whether to monitor companies with the Insights Dashboard or add them to a benchmark group for in-depth benchmarking analysis will depend on what you are hoping to achieve and how you structure your services.

Here is an outline of the key differences between them:

Fathom’s Pro Reports enable you to create visually compelling, professional reports for your own firm’s numbers, investors, or portfolio businesses.

Download a copy of our sample Financial Services report for an example of the report elements and metrics you can include when tracking your own firm’s performance:

Build branded report packs with custom KPIs and benchmark data:

Download a copy of our sample Performance Monitoring Report, an example of a report that an investment provider could share with a company within their portfolio, comprising KPI tracking and benchmark analysis:

Whether reporting internally or for external clients and portfolio companies, you can use Fathom’s Commentary Writer to help you tell the story behind the numbers.

By tailoring a company’s Business and Report Context, you can ensure the Commentary Writer has oversight of key factors to be taken into consideration.

When generating your report commentary, here is an example prompt you could use after selecting appropriate elements within the report:

For more detailed advice, visit our guide to crafting prompts and refining your report commentary

To be specific and confident about what clients, investors, portfolio businesses, or team members can view and interact with in Fathom, you can personalise permissions.

When looking at your own numbers, Fathom’s forecasting tool can help you project future fund launches and associated fee income.

By creating funds as individual events using microforecasts, you can view them on the Business Roadmap and easily see the effect of an earlier or later start date on your numbers.

Follow the steps listed in this article to create your own custom microforecast: How to create a microforecast - make sure to use the + Add account option to begin building a microforecast from scratch.

For detailed guides, view:

Whether you are scoping out a pipeline opportunity or forecasting for a current company within your portfolio, you can use Fathom’s three-way forecasting tool to create an accurate picture of a business’s future position.

For a how-to guide to forecasting, start here: Get Started with Forecasting

To learn more about forecasting for businesses in specific industries, visit our other Industry Tips articles:

Learn more