Portfolio Company Dashboard
One source of truth for all portfolio company KPIs
What This Automation Does
How It Works
Monthly Data Pull
Triggers on the configured monthly date to begin data collection from all portfolio companies.
Aggregate From Portfolio Companies
Pulls financial and operational data from each portfolio company's connected systems.
Calculate KPIs
Computes fund-level and company-level KPIs, trend analysis, and flags outliers or concerning metrics.
Executive Summary to Partners
Distributes a concise executive dashboard summary with key metrics, trends, and action items to the partnership.
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
$1,499
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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