Portfolio performance and analytics in one place.
Every portfolio we evaluate and every portfolio we own runs through our proprietary analytics platform. Sellers receive a rigorous, data-driven analysis that recognizes the quality of what they've built and supports competitive pricing, while agents and investors gain ongoing visibility into portfolio performance.
Your portfolio, understood in full and priced accordingly.
Years of work go into building a residual portfolio. Our analytics platform measures that work precisely, so sellers receive a thorough analysis and an offer that reflects the true quality of what they've built, and investors get the same transparency into how portfolios perform. Scroll to see how raw residual reports become a complete picture.
Start with the reports you already have.
Drop in processor residual statements as CSV or XLSX, one month or years of history at once. Common processor column naming is recognized automatically, and periods are detected from the statement or filename, so there is no reformatting and no rebuilding spreadsheets.
See what you've built, in the numbers.
Monthly residual, volume, basis point spread, growth, and retention appear within moments, each with month-over-month and year-over-year context. The strength of the portfolio is documented clearly rather than left to guesswork.
Risk measured, not assumed.
Merchant concentration, attrition by merchants, volume, and dollars, at-risk accounts, and same-store sales are all quantified. Because the data shows exactly where a portfolio is strong and where it isn't, valuation reflects its actual quality instead of worst-case assumptions.
Years of growth, made visible.
Months of history become clear trend lines for residual income, growth, transaction volume and counts, and active versus silent merchants, so your track record gets the credit it deserves in the analysis.
Industry mix, fully mapped.
Every merchant is rolled up by industry code, showing which verticals drive the residual and how diversified the portfolio really is. Quality and durability become visible, not assumed.
Geographic footprint at a glance.
State-by-state volume and residual concentration, sortable and shaded by any column, make regional exposure easy to see and easy to explain.
Down to every merchant.
Every merchant ID with its volume, transactions, and residual, plus month-over-month and year-over-year change. Our underwriting rests on facts that can be verified line by line.
Transparency that continues after closing.
The same platform tracks every portfolio we own. Each new month's statements flow in, trends update, and merchants showing sharp declines surface early, so issues are caught quickly and the value of the portfolio is protected for sellers who stay involved and for investors alike.
Illustrative sample data. All portfolios, merchants, and figures shown are fictional.
Ready to see what your portfolio is worth?
Get a Portfolio ValuationSecure Portal Access for Agents and Investors
The analytics platform shown above is the same one our team uses every day to underwrite, benchmark, and monitor portfolios. We're now opening secure access to it. Agents who sell their portfolios to us will be able to follow the ongoing performance of what they built, and investors will be able to track the performance of their investment, with views covering processing volume, transaction counts, revenue trends, and merchant and dollar attrition.
Request early access.
Leave your email and we'll reach out as soon as the portal opens up.