Standardized portfolio metrics. Defensible truth.
One normalized view of burn, runway, and growth across every portfolio company. Traceable to source data.
Defensible in any IC or LP meeting.
How It Works
- Connect - Link QuickBooks, Xero, or upload CSV. Secure API sync.
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Normalize - Our engine maps each company's accounts to your fund's reporting standard.
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Monitor - Real-time portfolio dashboard with standardized KPIs and full traceability.
Key Capabilities
- Portfolio Visibility Dashboard - Cross-portfolio view of burn, runway, MRR, and growth.
- Automated Normalization - Map every company's chart of accounts to your fund's standard.
- Defensible Runway & Burn - Calculations that show their work with transparent assumptions.
- End-to-End Traceability - Every KPI links to its definition, source accounts, and transactions.
