Company Advisor: the next move for every company in the portfolio.
For each company you own: what to do next, with several options to choose from.
Invest more, hold, help, sell or write off? These decisions are often made late, under pressure and with half the information.
The Company Advisor studies each company's numbers, its market and your position, and sets out several options with what each one costs, risks and could return. Your partners choose.
What it does
Reads the situation
Combines the company's results, its cash, its next funding round and its market.
Sets out options
Invest more, hold, support with specific help, sell or exit, each with its reasons.
Shows the trade-offs
What each option costs, risks and could return, and what would have to be true for it to work.
Remembers
Records the decision and later checks it against what actually happened.
What you get
For every company, a short paper with clear options and their trade-offs, ready for the partners.
What we need from you
The Portfolio Monitor's data or your company files, and your rules on follow-on investments and exits.
Venture funds · Private equity · Family offices · Private investors
See it working on your own material.
In the diagnostic we look at your data and show you what this agent would do for your firm.
Get a diagnostic