Can the platform analyze financial data from a related company or HoldCo?

The platform can only analyze data for one Operating Company within a business profile.

If you would like to have an analysis produced for a related company or HoldCo that has its own separate financial statements, you will need to set up a separate business profile and login for that company and upload their data separately.


If you have consolidated financial statements available for two (or more) companies, they can be analyzed together within one business profile on the interVal platform.

To put it simply: the platform can analyze whatever company/ies have shared financial reporting. If the companies have separate financial statements, then two business profiles will need to be set up.