UC-762
Monitor Portfolio and Follow-On Rounds to reduce risk and stay compliant
Portfolio health, dilution and follow-on decisions on one governed view.
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The Challenge
The opportunity is to eliminate follow-on decisions taken under round deadline pressure, portfolio health assembled by hand each quarter, and dilution and ownership positions tracked in spreadsheets. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Ingests cap tables, round terms, reporting packs and covenant and information rights.
- Tracks ownership, dilution, runway and performance against plan per company.
- Flags upcoming rounds and rights with a prepared follow-on recommendation.
What It Removes
- Follow-on decisions taken under round deadline pressure
- Portfolio health assembled by hand each quarter
- Dilution and ownership positions tracked in spreadsheets
Input Data RequirementsCap tables and round documents, portfolio company reporting packs, information and pro rata rights, market comparables
Output FormatPortfolio health view with ownership and runway, upcoming round and rights calendar, follow-on recommendation packs
“Which company needs a decision from us before the round closes?”