Picante Description
Picante is a crypto portfolio and treasury management platform.
Picante allows anyone to easily track their crypto wallets, protocol positions, CEX accounts and bank accounts (fiat), set up monitoring, run financial reports, share data privately with key stakeholders and create public financial dashboards to build confidence in a project by being transparent.
Built for:
(1) Web3 Companies & DAOs : to track their treasury, spending habits, and generate business reports and share critical financial data with stakeholders.
(2) Investors: to monitor the financial health and performance of their portfolio companies.
Key Features: Web3 companies & DAOs
• Live dashboards to track treasury and the historical performance
• Bookkeeping tools to keep accounts in order
• Private dashboards for internal teams and public dashboards for anyone on the web
• Financial report creation tools
• Real-time on-chain notification system.
Key Features: Investors
• Live dashboard for tracking the financial health of portfolio firms
• Query tools to filter companies based on specific criteria, such as treasury distribution.
• Messaging tools to communicate with portfolio companies during 911 events.
Pricing
Integrations
Company Details
Product Details
Picante Features and Options
Treasury Software
Picante User Reviews
Write a Review-
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Saves us massive amounts of time Date: May 10 2023
Summary: Makes our life a million times easier by having live data and not needing to constantly update spreadsheets.
Positive: Love how I can easily track all our assets across chains and CEXs. Best part in my opinion is the fact they pull data directly from the blockchain so I don't need to grant any wallet permissions.
Also really like the statement section. Having all the historical wallet statements makes our CFO happy.Negative: Would like to see more protocol integrations, that being said, I reached out to their team and they said coming soon. They seem to be cranking stuff out so feeling confident
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Finally able to track our vaults Date: May 10 2023
Summary: Best product of its kind. We've tried everything, including creating synthetic currencies to track tokens in Xero. This product is a godsend.
Positive: Easy to track multiple vaults. We finally know the value of our holdings and we now have no problem tracking our transactions.
Negative: No anonymous logins. If their database ever gets hacked, everyone will know what we control.
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