Portfolio Monitor: know every company before you walk into the room.
For partners: every portfolio company scored, explained and ready for your next founder meeting.
Information about portfolio companies sits in founder updates, call notes, contracts and spreadsheets. Partners walk into founder meetings without knowing what changed or what to ask.
The Portfolio Monitor connects directly to your own control sheets and drives, brings every company's information into one view, scores risk and performance and prepares the questions to ask. It gives partners intelligence, not just numbers.
What it does
Plugged into your sources
Reads your main control workbook, your drive folders, founder updates and call notes, with the date of each fact.
Scores each company
Rates performance, risk, cash runway and progress against plan, and shows the evidence behind every score.
Finds the gaps
Flags where performance falls behind plan, where a promise was not kept and where information is missing.
Prepares the meeting
Before each founder meeting: what changed, the red and green flags and the questions to ask.
What you get
A secure dashboard with a page for every company, an AI analyst you can question at any time and a brief before every founder meeting.
What we need from you
Read access to your portfolio files and control sheets, and one partner to approve the first scores.
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.
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