1
Monday
Read portfolio updates from the weekend in one inbox, then reply or request missing context inline.
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Read portfolio updates, track KPIs, run diligence rooms, and ship LP updates with receipts from one workspace built for fund operators.
Updates in
19/22
Ahead
14
Active rooms
6
LP receipts
91%
Company signal
Helio Bio
Opened by 3 partners
$2.4M ARR
+18%
Beacon
Asks answered
$840k ARR
+22%
Atlas Energy
Runway watch
$1.1M ARR
+6%
Vector Labs
Metric request sent
$420k ARR
-2%
Update preview
Atlas Energy · March update
Burn is flat, sales cycle extended, hiring paused.
Burn
$180k
Runway
9mo
Pipeline
$2.1M
0%
Portfolio updates collected on time
0 hrs
Saved per partner per week
0x
More inbound deals reviewed per week
0%
LP updates open-tracked
Fund workflow
Featured capabilityOne place to read every update from every company. Reply, ask, file.
Portfolio update inbox
Live KPI feeds
Diligence rooms
Track ARR, burn, runway across the portfolio. Spot the company missing their plan in week 4, not month 4.
Inbound deck? Spin up a diligence room with NDA, watermarks, and a per-deal checklist.
Send quarterly LP updates with open and read tracking. Know which LP needs the call.
Request a metric or a doc from a portfolio company in one click. They reply inside Dataroom.
LP-grade access logging on every doc — built for funds that get audited.
Operating loop
Four clean handoffs inside one workspace.
Read portfolio updates from the weekend in one inbox, then reply or request missing context inline.
Review inbound decks, promote the best ones, and open diligence rooms for the deals moving forward.
Run IC with room activity, KPI deltas, and LP-read analytics already attached to the deal notes.
Send the LP update, then watch receipts and follow-up priority settle over the weekend.
full access, every feature unlocked.