NewCreate and Share SREO and Personal Financial Statements

Shining a Light oninvestment performance.

Better control your investment decisions from pro forma to maturity and sale.

Owner Metrics Dashboard
Analysis Simplified

Track and Visualize. Upload documents and let Owner Metrics highlight the strenghts, weaknesses, opportunities, and threats from your data.

Consider Tax Impacts

Owner Metrics help to define the implications of buy, sell, invest decisions.

Document Uploads

Upload, parse and understand your reports over the long term.

Cash Flow Analysis

Understand preferred returns and expected investment return.

Personal Financial Statement

Owner Metrics creates a personal financial statement that updates as team members adjust values.