For operating partners.
The same model shape for every portfolio company.
Give every portfolio company the same model shape, so runway, burn and growth compare directly and you can see which company needs you this week.
Burn multiple, price per seat and forecast accuracy across 18 companies, grouped by stage.
Outliers against illustrative stage ranges this quarter.
- Corvid HealthBurn multiple 1.2x above the portfolio median. Hiring ahead of revenue.3.1x+1.2xvs portfolio
- Tallow SystemsPrice per seat sits near the bottom of its stage range.LowMis-pricing
- Fenwick FreightForecast missed by over 20% three quarters running.-23%Forecast miss
- Rest of portfolio15 companies inside the stage range on every tracked metric.15On track
When every portfolio company models differently
Every portco models differently
Eighteen companies, eighteen spreadsheet shapes, and none of them compare cleanly.
You only see numbers at update time
By the time a portfolio company's numbers reach you, the moment to act has passed.
The loudest company gets your time
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, with standardised models, side-by-side comparisons and the companies drifting from plan picked out.
A whole portfolio on one screen: standardised models, side-by-side comparisons and an early sign when a company drifts from plan.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorThe portfolio is mostly healthy. Three companies need attention this cycle.
Monday, the whole portfolio in one view
See which company needs you this week.
Instead of chasing eighteen different spreadsheets, you open one dashboard, designed to show every company's runway, growth, and risk at a glance and to pick out the companies drifting from plan, so you know where to start the week.
- One model shape across every portco
- Every company's metrics in one dashboard
- Spot the outlier before it's a problem
Where to spend your time across the portfolio
Decisions a portfolio-wide view makes easier.
One model shape across the portfolio
Standard templates
Roll out one model shape across the entire portfolio.
Portfolio dashboard
Runway, burn and growth for every company in one view.
Comparative insight
Spot which company is mis-pricing, mis-hiring, or mis-forecasting.
Batch rollout
Roll the standard model out to portfolio companies in batches.
From a standard model to the right intervention
- Step 1
Define the standard
Build the model shape you want every portco to use.
- Step 2
Roll out the cohort
Invite companies onto the standard model in batches.
- Step 3
Read the portfolio
Comparative metrics across every line on one dashboard.
- Step 4
Step in where it counts
Spend your hours on the company that needs you most this week.
Questions operating partners ask
Do all my portfolio companies have to use the same model?
For comparison, yes. You set one standard shape and roll it out, so every company reports the same metrics the same way.
How long does rollout take?
Companies join in batches, at a pace that suits the portfolio. Timing depends on how many companies you invite and how their books are kept.
Can each company keep its data private?
That's how it's designed: each company chooses which metrics it shares with you.
Each company stays in control
- Portfolio companies decide exactly what they share with you.
- Access is designed to be permissioned: you see the standardised metrics you're entitled to.
- Built so every figure traces back to its source.
- Company data is never sold.
Other stages and roles
See all solutionsSee every portfolio company on one screen
Set a standard model, invite your companies, and compare runway and burn across the portfolio.