Portfolio overview

Monitor operating signals and prepare fund reporting from one working view.

Demo workspace. Figures are illustrative; connected fund data appears after setup.
Portfolio Headcount▲ Live Net Sum
24Aggregate illustrative holdings headcount
Web Traffic (Monthly Visits)▲ Live Net Sum
618KCombined monthly unique visitors
Dev Velocity (GitHub Pulse)▲ Live Net Sum
90Commits merged in 30d
Startup nameTeam headcountMonthly web visitsGitHub commits (30d)Public statusActions
Portfolio Combined ARR$8.7MIntegrated via QuickBooks API
Average Cash Runway18.0 MonthsVerified via Plaid Link
Monthly Burn (Combined)$412KVerified monthly burn rate

Financial Ledgers & Direct Founder API Sync

Preview personalized founder invites or explore Plaid, Gusto, and QuickBooks connections.

CompanyCurrent ARRMonthly BurnVerified CashCash RunwayIntegration Status
Northstar Labsnorthstar.example
$5,100,000$240,000$4,320,00018.0 Months
Meridian Cloudmeridian.example
$3,600,000$172,000$3,096,00018.0 Months

Illustrative data. Connections and invitations are disabled in the public demo.

Total Capital Invested$2.7MDeployed across portfolio holdings
Carrying Portfolio Value$10.4MCurrent mark-to-market valuation
Fund Net MOIC Multiple3.85xBlended fund return multiple

Fund Ownership & Cap Table Ledger

Startup NameInvestment RoundCapital InvestedOwnership %Share CountCarrying ValueMOICActions
Northstar Labsnorthstar.example
Series Seed SAFE$1.20M12.0%1,200,000$5.60M4.67x
Meridian Cloudmeridian.example
Series A$1.50M9.5%950,000$4.80M3.20x

Illustrative data. Imports and edits are disabled in the public demo.

Meridian CloudRunway review

Illustrative runway has narrowed from 15 to 11 months.

Northstar LabsGrowth

Sample hiring activity accelerated this month.

Deal flow

Pre-investment evaluation and traction analysis.

Active Deals Evaluated143 in partner meeting stage
Average GitHub Growth24%Illustrative open-source traction