Live Portfolio Intelligence

Portfolio KPI Intelligence

Real-time KPI tracking, predictive health scoring, and AI-powered insights for every company in your portfolio.

0
Companies
0
Healthy
0
Watch
0
Critical
€0
Invested
0
< 6mo Runway
0
Pending Review
0
Funds
Funds Overview
—
Recent Activity
Claude AI AI Portfolio Report

Generate AI-powered narratives for LP reports, board updates, and monthly portfolio reviews.

KPI Dashboard

Select a company to view KPIs
Choose a portfolio company from the dropdown above.

Portfolio Health Scorecard

Portfolio Health Overview
Company Health Scorecard
Active Warnings
Runway Thresholds
≥ 18 months
Healthy runway
9 – 18 months
Watch — plan ahead
< 6 months
Critical — act now

Benchmarking Engine

vs. Global VC/PE dataset 2024
Select a company for benchmarking
SaaS benchmarks include Rule of 40, NRR, CAC Payback, LTV/CAC and more.
Portfolio SaaS Benchmark Comparison
Quartile vs. global dataset · Click row to drill down
Load a company above to populate the comparison table.

Founder Data Request Portal

Pending GP Review 0
Request History
Follow-up Required
How It Works
1
Send Secure Link
Generate a unique token link for the founder to fill KPIs.
2
Founder Submits
Founder fills in the adaptive form — SaaS, BioTech or Industry.
3
GP Reviews & Approves
GP validates data before it enters the KPI dashboard.

Claude AI AI Narrative Generator

—
Generate Narrative
Generated Narratives
Stored in session · Export as .md
No narratives generated yet.
Click one of the buttons above to generate your first AI narrative.
Report Types
Company Narrative
Key wins, risks, KPI highlights, runway & GP recommendations for one company.
Portfolio Update
Monthly report covering all portfolio companies — for internal GP use.
LP Quarterly Report
Investor letter — professional IR tone, ready to send to Limited Partners.
LP Portal Integration

Generated LP Reports can be published directly to your LP Portal as quarterly investor letters.

Integration Hub

Connect your portfolio companies' data sources for automatic KPI syncing
Universal CSV / Excel Import
Auto-detect column mappings
YYYY-MM period normalisation
20+ supported metric aliases
Preview before import
CSV, XLS, XLSX, TXT supported
GP review workflow preserved
Add Portfolio Company
Add KPI Entry
Review KPI Submission
Company Details
Custom KPI Builder
Add New Metric
Send KPI Request to Founder
Unique secure token · Valid until deadline · No login required for founders
Import KPIs from CSV / Excel
Drop your CSV / Excel file here
or click to browse · Max 5MB · CSV, XLS, XLSX, TXT
Narrative
Configure Integration