Portfolio Company Health Dashboard
Your agent pulls monthly metrics from each portfolio company — investor updates, Stripe data shares, reporting tools — flags where burn rate spiked or revenue growth decelerated, and generates a one-paragraph summary per company. You see the entire portfolio in one view.
20 portfolio companies. 20 different update formats. Zero unified view.
Managing 20-30 portfolio companies means reading 20-30 investor updates that arrive at different times, in different formats, with different levels of depth. Most partners lose track of which companies are trending down until it becomes a board-level crisis.
According to Carta's 2024 VC report, 40% of follow-on investment decisions are made with incomplete portfolio data. That means capital allocation decisions — the core of your job — are based on partial information.
Every company normalized to the same six metrics. Regardless of how they report.
The agent ingests investor update emails, shared dashboards, Stripe connections, and monthly reporting spreadsheets. It normalizes everything to a standard set: MRR, growth rate, burn, runway, headcount, and NRR.
Flags fire automatically when burn increases more than 20%, growth decelerates for two consecutive months, or runway drops below 12 months. You stop finding out about problems at the board meeting.
One paragraph per company. Every metric that matters. Every risk flagged.
Each portfolio company gets a monthly one-paragraph summary that covers MRR trajectory, burn changes, runway, and key risks. No 10-page decks to parse. No spreadsheets to cross-reference.
Board prep for any portfolio company takes 5 minutes instead of 30 — because you already have the summary with specific numbers and actionable flags.
Monthly summary in Slack. Red flags the moment they happen.
The full portfolio summary lands in your Slack channel monthly. Companies flagged red — burn spike, runway crisis, revenue decline — get immediate alerts so you can intervene before the next board meeting.
Board prep for any portfolio company takes 5 minutes instead of 30. You already have the summary with specific numbers, trend lines, and actionable recommendations. No more scrambling through old emails the night before.