Can Prism replace spreadsheet trackers?

Prism can replace spreadsheet trackers that function as operational systems of record, especially where ownership, approvals, permissions and audit history matter.

Do all spreadsheets need to move into Prism?

No. Ad hoc analysis can remain in spreadsheets. Governed workflows, reporting records, investor communication and approval evidence are better suited to Prism.

How should teams start a spreadsheet migration?

Start by identifying the trackers used for reporting, investor communication, approvals, documents and deadlines, then clean only the fields needed for the first workflow.

How does Prism reduce spreadsheet risk?

Prism reduces reliance on uncontrolled files by adding workflow ownership, permissions, version control, audit evidence and shared operational records.

SPREADSHEET MIGRATION

Migration from spreadsheets to governed private capital workflows

Spreadsheets are often where private capital operations begin, but they become risky when teams depend on them for investor reporting, approvals, portfolio updates and relationship history. Prism helps teams move from spreadsheet trackers to governed workflows without forcing every process to change at once.

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Identify system-of-record fields

Separate the fields that must be controlled from ad hoc analysis fields that can remain flexible.

Preserve useful structure

Existing trackers often reveal the real workflow. Prism can use that logic while adding ownership, permissions and auditability.

Reduce reconciliation

The goal is not to eliminate every spreadsheet; it is to stop using spreadsheets as the hidden operating system.

Spreadsheet migration checklist

Which spreadsheets are operationally critical?
Prioritise trackers used for reporting, investor communication, approvals, documents and deadlines.
Which columns are trusted?
Clean only the fields that matter for workflow control and reporting.
Who approves imported records?
Assign review owners so old spreadsheet errors do not become system records.
What should remain outside the platform?
Ad hoc modelling and analysis can stay flexible; governed workflows should move into Prism.

Evaluate Prism directly

Use the live Prism demo and public pricing to decide whether the platform fits before starting a formal buying process.

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