From Upload to Investor-Ready — in 3 Steps

DataOnDeck simplifies the reporting process by transforming one submission into multiple stakeholder-ready outputs. No template chaos. No duplicate work.

1

Upload Your
Data

Use what you already
have.

Upload your quarterly Excel/CSV file or fill in our structured web form. No need to reformat or learn a new system — we accept your existing workflows.
2

 Auto-Map &
Validate

Smart mapping does the heavy lifting.

Our AI-assisted mapping engine identifies each field and matches it to the correct metrics — even if the column names don’t align.
3

Share Stakeholder-Specific Outputs

One upload. Unlimited
audiences.

Generate clean, customized reports for every stakeholder: GPs, LPs, ESG reviewers, lenders — all from the same submission.
“Before DataOnDeck, we spent hours reformatting the same data in different templates. Now we submit once, and everyone gets what they need, without follow-ups.”
See the Platform in Action

What Happens When Metrics Get Messy?

Real workflows aren’t always clean, and we built DataOnDeck to handle that. Our smart mapping engine detects mislabeled fields, missing values, and inconsistent schemas across reporting cycles. Even if column names or formats vary, the system helps you map, confirm, and submit with confidence. You stay in control the entire time, with full override options, version history, and submission tracking.

  • Auto-flags mismatches, missing fields, and duplicate entries
  • Suggests schema updates based on recurring custom fields
  • Enables admins to approve or override mappings with one click
Because real-world data isn’t always perfect, but your reporting can be.
dashboard.

Built-In Permissions & Security

We understand that investor reporting isn’t just about speed — it’s about control. With DataOnDeck, every stakeholder only sees what they’re meant to, and nothing more. Field-level permissions ensure sensitive metrics stay protected, while audit trails and version logs keep your reporting fully traceable.

  • Role-based access filters data by stakeholder type (GP, LP, ESG, lender)
  • Each user sees a personalized dashboard — no shared views, no data leaks
  • All actions (uploads, edits, exports) are logged and time-stamped
  • You can roll back, reassign, or track changes anytime
Your data stays secure. Your reporting stays compliant. And your team stays in control.
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Ready to Simplify Reporting?

One upload. Zero rework. Cleaner updates for every stakeholder — without the back-and-forth.

If you're ready to reduce friction and take control of your reporting process, we’d love to show you how DataOnDeck works in action.

Request Demo