Portfolio Company Communication Hub
Structured, consistent communication with every portfolio company
What This Automation Does
How It Works
Scheduled Check-in Date
Triggers on the configured check-in cadence for each portfolio company.
Structured Update Request
Sends a structured update form requesting key financial and operational metrics from portfolio company management.
Response Received?
Monitors whether the portfolio company has submitted their update within the expected timeframe.
Escalate if Overdue
If no response is received, escalates to the deal partner and sends a follow-up reminder to the portfolio company.
Pricing
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$200
per automation (standalone)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
No payment required — our team will finalize scope and pricing during the call.
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