For operating partners.
Portfolio-wide modeling.
Standardise the model across every portfolio company. Compare apples to apples. Spot the patterns. Spend your time where it actually moves outcomes.
You shouldn't need a finance team to answer this
The everyday questions this module makes simple.
Every portco models differently
Twelve companies, twelve spreadsheet shapes, you can't compare any of them cleanly.
You're flying blind between updates
By the time a portfolio company's numbers reach you, the moment to act has passed.
Your time follows noise, not need
Without a portfolio view, attention goes to the loudest company, not the one that needs you most.
Explore a sample portfolio planning workspace
See a whole portfolio on one screen, standardised models, comparative insight, and a flag the moment a company drifts.
A whole portfolio on one screen, standardised models, comparative insight, and an early flag when a company drifts.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorPortfolio is mostly healthy, five companies under six months need attention this cycle.
Illustrative, capabilities and typical targets, not guaranteed outcomes.
Monday, the whole portfolio on one screen
Portfolio-wide modeling.
Instead of chasing twelve different spreadsheets, you open one dashboard and see every company's runway, growth, and risk at a glance. The company that needs you most is obvious, and you get there before it's a fire.
- One model shape across every portco
- Every company's metrics on one screen
- Spot the outlier before it's a problem
Decisions you can make this week
Practical calls this module helps you get right, no finance background needed.
The capabilities that earn the work.
Standard templates
Roll out one model shape across the entire portfolio.
Portfolio dashboard
All companies, all metrics, one screen.
Comparative insight
Spot which company is mis-pricing, mis-hiring, or mis-forecasting.
White-glove rollout
Our team helps you onboard the portfolio in weeks.
From signal to decision.
- 1
Define the standard
Build the model shape you want every portco to use.
- 2
Roll out the cohort
Onboard companies in batches with white-glove support.
- 3
Read the portfolio
Comparative metrics across every line on one dashboard.
- 4
Intervene with leverage
Spend your hours on the company that needs you most this week.
Questions founders ask
Do all my portfolio companies have to use the same model?+
You define one standard shape and roll it out, so every company reports comparably, with white-glove onboarding support.
How long does rollout take?+
Companies onboard in batches over weeks, with our team helping each one get set up.
Can each company keep its data private?+
Yes. Companies control what they share; you see the standardised metrics you're entitled to.
Each company stays in control
- Portfolio companies decide exactly what they share with you.
- Permissioned access, you see the standardised metrics you're entitled to.
- Every figure traces back to its source.
- Encrypted in transit and at rest; data is never resold.
Adjacent capabilities.
Make this the last spreadsheet you build
Build your plan, connect your data, and see this working on your own numbers, no finance team required.
From idea to investor-ready · built for founders, not finance teams