Fund Overview
High-level fund metrics and portfolio health snapshot
Portfolio Summary
Company-level health, thesis drift and next actions
| Company |
Stage |
Lead |
Health |
Thesis Drift |
Active Sprints |
Actions |
Portfolio Companies
Manage companies, thesis and KPIs
Monitoring Sprints
2–4 week sprints with clear objectives and deliverables
Health Metrics
Multi-dimensional health scoring and KPI trends
Overall Health Score
-
Composite of 5 dimensions
Financial
-
Revenue, EBITDA, Cash
Strategic Execution
-
OKRs, roadmap vs delivery
KPI Trends
Trends will appear here
Dimension Breakdowns
Scores per dimension and drivers
Early Warning Engine
Configurable rules detect deterioration earlier than headline metrics
IC & LP Reporting
Generate IC memos, quarterly summaries, watchlists and one-pagers
Settings
Persistence and defaults
Persistence
Data is persisted to localStorage. Use export/import to move between machines.