01
Centralized investment portfolio dashboard
Monitor total investments, available cash, ROI, profit and loss, portfolio value, and other essential financial indicators from one dashboard.
Web
InvestyLook
Investment & Financial Management Platform
A bilingual SaaS platform that helps companies and investors manage portfolios, financial data, payments, and investment performance from one centralized dashboard.
- Year
- 2026
- Scope
- Web
- Built with
- Status
- Live
- Arabic name
- إنفستي لوك – منصة إدارة الاستثمارات والبيانات المالية
01Overview
InvestyLook is a bilingual SaaS platform designed to help companies and investors manage their investment portfolios and financial data from one centralized system.
The platform provides a comprehensive dashboard for tracking total investment value, available cash, profit and loss, ROI, payment schedules, and portfolio allocation by sector, investment type, and subtype.
InvestyLook also supports company and investment management, financial statements, audits, document storage, due diligence, key personnel records, and automated reporting. Multi-tenant architecture, role-based permissions, and Arabic and English interfaces provide a secure and accessible experience across different organizations and devices.
02Highlights
What we built.
02
Investment allocation and performance analytics
Visualize portfolio allocation by sector, investment type, and subtype while tracking market value, investment cost, gains, and losses.
03
Company and investment lifecycle management
Create and manage investment companies, ownership information, investment details, valuation data, and supporting records.
04
Financial statements, audits, and reporting
Manage financial years, balance-sheet information, financial audits, KPIs, and exportable business and investment reports.
05
Payment schedules and cash-flow monitoring
Track paid, pending, outstanding, and overdue investment payments with due dates and status-based filtering.
06
Secure multi-tenant and role-based access
Protect company-specific information using isolated tenant data, configurable roles, granular permissions, and user invitations.
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