Family Office / Investment Firms
Stop rebuilding portfolio updates every quarter.
Every quarter, the team chases portfolio companies for updates, copies figures from emails and spreadsheets, and rewrites company summaries for the fund's investors. Late replies, missing cash figures and different reporting periods hold up the same reporting cycle again and again.
- Capture cash balance, net burn, headcount and relevant operating metrics from founder updates, spreadsheets and board decks, with the reporting period attached
- Track outstanding company submissions and missing fields, then prepare targeted follow-ups for the team to send
- Flag stale figures, revisions to earlier periods and short cash runways using agreed calculation rules and alert thresholds
- Refresh each company's one-page summary and draft the quarterly investor update from approved data, with source links, review history and access controls
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