Investor Insight

Portfolio intelligence for venture funds

Portfolio monitoring your LPs can trust

Live financials from your portfolio companies — QuickBooks, founder updates, and their own models — turned into metrics, alerts, and LP-ready reporting.

Health status, burn, and runway for every company — with alerts the moment something drifts.

How it works

1

Connect the data

Companies link QuickBooks, upload financials, or submit monthly updates — their model imports as the plan.

2

Metrics roll up

ARR, burn, runway, and plan-vs-actual update automatically. Alerts fire on burn spikes and short runway.

3

Report to LPs

Quarterly letters and decks generated from the live numbers — not from a spreadsheet you rebuilt at midnight.

The numbers, side by side

Every metric in one sortable table, and every trend charted — straight from the synced books.

Every company, in depth

One page per company: actuals, plan, and proof

Key metrics, the founder's own model charted against actual revenue, qualitative updates, and investment terms. Click any number to see exactly which sync, upload, or person it came from.

QuickBooks syncCSV templatesFounder portalModel import

See it with your portfolio

Tell us a little about your fund and we'll set up a walkthrough.