About EXM

EXM is a cloud-based strategy execution solution designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, and reporting.

The EXM platform helps managers digitize the strategies of portfolio companies, extract data and insights for fund monitoring, assess the execution of value-creation priorities, create reports on companies across the fund portfolio, and create re-usable knowledge assets. It offers a mobile application which helps users control the execution of activities, manage issues associated with key value objectives, and assess operational risks. Plus, users can track the performance of objectives and initiatives against internal benchmarks.

EXM allows private equity funds to streamline data flow for management teams, monitor and trace the implementation of decisions made during strategic planning, and optimize bottom-up reporting and alignment. The solution also streamlines communication between CEOs, board members, portfolio directors, portfolio controllers, CFOs, and executives.

Key benefits of EXM

Integrated Value Creation Planning and Portfolio Monitoring
Control the execution of your value-creation plan across fund portfolios and assets in a consistent way
Insight into Fund Performance and Business KPIs
Built-in process automation
Review the execution status of your Portfolio's business strategy in real-time via mobile or web


Business size



United States

Supported Languages



EXM admin overview
EXM admin dashboard
EXM value creation plan
EXM graphical reporting
EXM objective tracker
View 6 more
EXM video
EXM screenshot: EXM admin overview EXM screenshot: EXM admin dashboard EXM screenshot: EXM value creation plan EXM screenshot: EXM graphical reporting EXM screenshot: EXM objective tracker


Total features of EXM: 26

  • API
  • Accounting Management
  • Activity Dashboard
  • Client Management
  • Collaboration Tools
  • Customizable Reporting
  • Data Synchronization
  • Financial Analysis
  • Goal Setting / Tracking
  • Issue Management
  • Issue Tracking
  • Knowledge Base Management
  • Monitoring
  • Performance Management
  • Performance Metrics
  • Portfolio Management
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Real Time Monitoring
  • Real Time Updates
  • Risk Assessment
  • Status Reporting
  • Status Tracking
  • Strategic Planning
  • Summary Reports



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Below are some frequently asked questions for EXM.

EXM offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Hydra Solutions for pricing details

EXM offers the following features:

  • Accounting Management
  • Client Management
  • Dashboard
  • Goal Setting / Tracking
  • Performance Metrics

EXM has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

EXM supports the following languages:


EXM supports the following devices:

Android, iPhone

We do not have any information about what integrations EXM has

EXM offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials

Related categories

See all software categories found for EXM.