Real-Time ARR Visibility Across Your Portfolio

Track portfolio ARR and customer trends in real time. Rollforward connects directly to CRMs to deliver consistent, on-demand revenue intelligence, key metrics, and risk management in one platform.

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Where Visibility Breaks Down

No Direct Access

You can’t independently answer basic questions without going through finance

Inconsistent Numbers

Portfolio companies use different assumptions, definitions, and spreadsheet logic

Insights Expire

Monitoring requires starting from scratch every quarter

How it works

From CRM to Insights in Minutes

Automatically generate core views to understand ARR movement, retention, and growth composition consistently.

01

Connect

Create datasets by connecting to HubSpot, Salesforce, or uploading a CSV

02

Analyze

Deterministic ARR, dollar retention, account yield trend analysis and drilldowns

03

Normalize

Flags data hygiene issues and ARR anomalies automatically

Maintain always-on visibility across your entire portfolio

Explore Features

A Consistent Standard

Deterministic logic applied every time, across companies and reporting periods. No spreadsheet rebuilds. No interpretation drift. No inconsistent treatment.

Account drill-down

Fully traceable revenue movement

ASP period logic

Consistent revenue composition

Retention logic

Retention without definition drift

Account flags

Anomaly detection

Account drill-down

Fully traceable revenue movement

ASP period logic

Consistent revenue composition

Retention logic

Retention without definition drift

Account flags

Anomaly detection

HOW IT’S USED

Built for private capital deal makers and fund CFOs

Used by VC, growth equity, private equity, and credit teams to monitor revenue performance and validate key metrics over time.

Screen

Before the deal

Perform advanced due diligence on target data

Execute

Around the close

Maintain visibility pre and post close

Manage

After the deal

Ongoing direct access for insights, periodic reporting, and risk management

Enterprise-grade security standards

  • Rollforward adheres to best practices in data security.
  • Our SOC 2 Type 1 & Type 2 reports attest to our commitment to the security, confidentiality, and privacy of user data.

See It In Action

We’re onboarding a limited amount of early users

Join Early Access

Start with Rollforward

We're onboarding a limited number of early users. We'll email you when your access is live.