Portfolio

Consented, aggregate-only digests from each portfolio company. No cross-company data access exists — each company approves what leaves.

What a reporting company looks like

Example Co. — ships with the Level 2/3 consent gate
Example Co.Pulse + Boardroom pack · July 2026 · approved by the company's CEO in one tap
$1.84M
Revenue (Jul)
+6.2% MoM
$212K
Net burn
+$18K vs plan
14.2 mo
Runway
stable
37
Headcount
+2 (eng)
$640K
Pipeline, weighted
+11%
31%
Top-customer conc.
rising

Highlights

  • Closed both enterprise renewals flagged last period
  • New ops lead started; fulfillment SLA back under 48h

Risks

  • Revenue concentration rising — largest customer now 31%
  • CFO search stalled; monthly close takes 12 days

Asks

  • Intro to a fractional CFO bench
  • Board call on the pricing change before Sep 1
Compiled by the company's own AI from its live business context — the CEO approves every word before the firm sees it. No analyst re-keying, no stale quarterly deck.

Portfolio companies — live today

Adoption + health (Level 0/1)

The consent ladder

L0Heartbeatup · version · seats — automatic under the contract
L1Adoptionusage counts — company admin approves once (live on this page)
L2Pulsebusiness KPIs compiled by the company's own EA — CEO approves each period
L3Boardroomnarrative pack: highlights · risks · asks — CEO approves each pack