Portfolio Value Creation Tracker
Track and prove value creation across your entire portfolio
What This Automation Does
How It Works
Monthly Data Collection
Triggers on the monthly schedule to collect financial and operational data from portfolio companies.
Calculate Value Creation Metrics
Computes revenue growth, margin improvement, MOIC, IRR, and other value creation metrics for each company.
Benchmark vs Plan
Compares actual performance against the original investment thesis and value creation plan.
Value Creation Report
Distributes a value creation summary with attribution analysis and variance explanations 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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