Automated Flash Reporting

Daily visibility across your entire portfolio

Upflash gives every entity in your organization its own flash reporting experience — then consolidates everything into a single portfolio view, delivered to your inbox daily or weekly. Everyone sees what they need. No one chases a spreadsheet.

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The Problem
You shouldn't have to wait
until quarter-end to know
how your entities are performing

Most multi-entity organizations rely on email chains, shared drives, and manual spreadsheet consolidation to track operational performance between formal reporting cycles.

The result is a familiar pattern: executives making decisions with stale data, portfolio companies submitting numbers late or in inconsistent formats, and junior staff spending hours compiling reports that are outdated by the time they're delivered.

Upflash replaces that entire workflow with a system that runs itself.

73%
of PE firms rely on manual processes for portfolio data collection
2-3 wks
average delay for operational data to reach decision-makers
6+ hrs
spent per week on manual data consolidation per portfolio
40%
of data submissions contain formatting errors requiring rework

How It Works
Two experiences, one platform

Upflash delivers value to both sides — the entities submitting data and the leadership team overseeing the portfolio.

01

Entities submit & receive

Each reporting entity gets a clean web form for submitting key metrics — revenue, cash, debt, headcount. Takes under two minutes. They also receive their own nightly flash report with their data, distributable to their leadership team. Plus access to view and correct historical submissions.

02

Upflash consolidates

Submissions are automatically validated, standardized, and rolled up into a unified portfolio view. No reformatting. No copy-paste. No version control headaches. Missing submissions are flagged automatically.

03

Portfolio report delivered

A consolidated flash report — MTD and YTD sales vs. prior year and budget, cash and debt balances across the portfolio — lands in your inbox on the cadence you choose. Your team starts the day informed.


The Product
Everything you need to see,
nothing you don't

MTD and YTD sales performance vs. prior year and budget, cash and debt balances — consolidated across your portfolio and broken out by entity. Delivered on your schedule.

app.upflash.io
Dashboard mockup coming soon

Who It's For
Built for any organization that needs
visibility into multiple entities

Private Equity

Monitor portfolio company performance daily without waiting for quarterly board decks.

Holding Companies

Get a consolidated pulse across all business units with zero manual effort from your team.

Franchise Operators

Track location-level revenue and operational KPIs across your entire network.

Multi-Entity Corporations

Maintain operational awareness across subsidiaries, divisions, and regional offices.


Pricing
Simple, transparent pricing

No per-seat fees. No platform charges. Just pay for the entities that report.

$1,000
per reporting entity / year
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Get in Touch
Ready to see Upflash in action?

Whether you're a PE firm looking to modernize your portfolio monitoring or a multi-entity organization tired of manual reporting, we'd love to show you how Upflash can help.

Fill out the form and we'll get back to you within one business day to schedule a walkthrough.

Or reach us directly at hello@upflash.io
We'll respond within one business day. No spam, ever.