$ run portfolio-monitor_
Continuous portco health scoring, with alerts before things break.
Always-on health scoring across the portfolio that surfaces the company that needs attention — and tells the right partner before it becomes a board problem.
- stage
- Monitor
- pilot
- 4–8 wks
- data
- yours
- runs
- 24/7
What a single run of Portfolio Monitor actually looks like.
Anonymized sample. Numbers and company names are illustrative. The shape of the run — sources, scoring, routing — is what you'd see on your own data.
Portfolio problems rarely announce themselves. They show up as a slow drift in metrics that no one is watching closely enough, until they're a board-level fire.
Partners can't manually track every KPI across every portco. By the time a monthly report lands, the moment to act early has often passed.
What manual monitor work actually costs.
- 01Days between portco trouble and partner awareness30+Because monthly board packs are the only signal today.
- 02Portcos under continuous health scoring0Until this system is in place — defaults are reactive.
- 03Hours per month preparing partner reviews20+Compiling data that should already exist in one place.
How Portfolio Monitor runs.
- S01
Connect portco data
Pull the operating and financial metrics that matter from each company's systems.
- S02
Score health continuously
Maintain a live health score per company across the dimensions you care about.
- S03
Detect drift
Watch for trends and threshold breaches, not just point-in-time snapshots.
- S04
Alert before it's a crisis
Notify the responsible partner when a company needs attention — with the context to act.
Move the slider to your scale. Watch the manual cost collapse.
An illustrative model, on your own numbers — not a sales chart. The real figures come from a pilot on your data.
run · sync portco data → score health on 8 axes → alert the partner who owns it
Health is scored continuously on 8 axes — the company that needs attention reaches the right partner before the board pack does.
Want these results on your own deals?
Request a walkthroughIllustrative model · NDA-protected pilot on your data
Anonymized · NDA-protected
Margin drift caught early
A gradual gross-margin decline at one portco triggered an alert well before it would have surfaced in quarterly reporting.
Cash-runway warning
Continuous monitoring flagged a tightening runway in time for a constructive intervention.
What we hand over at the end of the pilot.
A 30-minute, NDA-protected walkthrough on your own process.
Costs depend on the number of companies and data sources connected, but typically sit in the low-thousands per month across a portfolio.
Detailed line items shared during scoping.
Engagement model
We typically pilot Portfolio Monitor over 4–8 weeks on your own data. References available under NDA. Engagement letter, scope, and SLA provided before kickoff.
$ ./request_walkthrough portfolio-monitor_
A 30-minute, NDA-protected walkthrough on your own process. We bring the working system. You bring the questions.