KPI request cycles
Scheduled asks per company, fund, and reporting calendar. Templates inherit from a controlled master, not a forwarded Excel file.
Solutions
Portfolio Data
Venture capital portfolio management — KPIs portfolio companies actually complete.
Portfolio company reporting for VC funds: request cycles, reminders, validation, and versioned datasets — so finance and partners trust the numbers before they hit an LP pack.
The problem
Portfolio reporting dies in follow-ups.
Controllers chase CFOs over email. Templates drift by company. Late submissions get pasted into a master workbook with no validation — and errors surface in the LP letter, not at intake.
- Manual chase lists every quarter
- Inconsistent templates across the portfolio
- No validation until someone spots a broken formula
- Multiple 'final' workbooks with no version history
Capabilities
What we put in place.
A collection system your portfolio companies can finish in one sitting — with rules that catch bad data before finance reviews it.
Automated reminders
Escalating nudges to the right contacts. Finance sees completion status without opening forty threads.
Validation at intake
Range checks, required fields, and cross-period variance flags fire when data lands — not during LP assembly.
Versioned source of truth
Every submission is dated, attributable, and reconcilable to prior quarters. Partners pull from one dataset.
Workflow
How a quarter collects.
- 01
Request
Companies receive the correct template with prefilled identity and prior-period context.
- 02
Submit
Data lands through a defined channel. Status updates for finance in real time.
- 03
Validate
Rules flag outliers and missing fields. Exceptions route to review, not silently into the pack.
- 04
Publish
Approved metrics version into the portfolio dataset used by reporting and dashboards.
Systems
Built inside tools you already run.
We automate the workflow — we do not ask your team to migrate onto a new platform.
ExcelGoogle WorkspaceNotionOutlookCarta
Outcomes
What changes after go-live.
- Higher on-time completion from portfolio companies
- Fewer last-mile corrections in LP packs
- Clear ownership of each metric and period
- A dataset partners and finance both trust
Related
Other systems in the operating model.
See where portfolio data fits your fund.
Forty-five minutes with a partner. We map the workflow and leave you with a written recommendation — whether or not you engage us.
Book an Ops Review