VC / Investor20+ companies tracked

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.

Portfolio Health — March 2026
24 COMPANIES
Acme Corp
Growth decelerated
$420K
+8% MoM
Watch
NovaPay
Strong expansion
$1.2M
+18% MoM
Healthy
DataMesh
Burn +34%, runway 8mo
$85K
-3% MoM
Alert
CloudShift
NRR 115%
$310K
+12% MoM
Healthy
FieldOps AI
NRR below 100%
$190K
+5% MoM
Watch
2 red flags · 2 watch · 20 healthy
Updated monthly
20+companies
Tracked Per Fund
Monthlysummaries
Auto-Generated
Red flagalerts
Immediate Notification
5min
Board Prep Per Company
The problem

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.

What You're Juggling
Email updatesDifferent formats, inconsistent timing
Shared dashboardsSome outdated, some never shared
Board decksQuarterly — too infrequent to catch trends
Founder check-insAnecdotal, hard to compare across cos
Spreadsheet trackersManual entry, always behind
Normalized Metrics
MRRGrowth decel >2mo
Stripe connections, investor updates
Growth RateBelow 10% MoM
Calculated from MRR delta
Burn RateIncrease >20%
Reporting tools, shared dashboards
RunwayBelow 12 months
Cash / monthly burn
NRRBelow 100%
Stripe, reporting spreadsheets
How it works — Data ingestion

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.

How it works — Company summaries

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.

Example Summary — Acme Corp
Acme Corp: MRR grew 8% to $420K (vs 12% last month — deceleration). Burn increased 15% due to 3 new hires. Runway: 14 months.
Key risk: NRR dropped below 100% for first time. Recommendation: check in with CEO on churn drivers.
NovaPay: MRR grew 18% to $1.2M (accelerating from 14%). Burn flat. Runway: 22 months. NRR: 128%.
No flags. Top performer — consider follow-on timing.
Monthly
Agent ingests updates, dashboards, Stripe data
Automatic
Normalizes metrics across all portfolio companies
Automatic
Flags red/yellow companies with specific triggers
Immediate
Red flag alerts delivered to your Slack
You
Review portfolio summary, prep for boards in 5 min
How it works — Delivery

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.

Other use cases for VC / Investor

View all 27 use cases →

Stop losing track of portfolio companies between board meetings.

Starting at $2,000. Your agent monitors every portfolio company, flags problems early, and gives you one-paragraph summaries that make board prep effortless.

Portfolio Company Health Dashboard is included in every tier — no add-on required.

20-minute strategy call · No commitment

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