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Quarterly portfolio company updates

Every portfolio company is asked for its quarterly numbers in one approval and chased once, and you end with a cited table of the quarter’s KPIs and red flags.

PlanQuarterly portfolio company updates

  1. Open an upload link per company

    Held

    Reads the companies the fund holds and opens an upload link for each in the quarter’s folder, after one approval.

    API actionper companyGP approves all in one go

  2. Write each founder’s request

    Held

    Operator matches each company to its founder and writes a personal request with the upload link and last quarter’s numbers.

    Operator

  3. Send the requests

    Held

    Every request goes out from your mailbox once you have approved them all in one go.

    API actionper founderGP approves all in one go

  4. Remind the companies that sent nothing

    Held

    Operator finds who hasn’t uploaded and drafts one reminder each, sent after one approval.

    API actionper companyWaits 10 business daysGP approves all in one go

  5. Extract each company’s KPIs

    Held

    Operator pulls revenue, burn, cash, runway and headcount from each file, citing the page. A scanned deck it can’t read goes to the deal owner.

    Operatorper fileWaits 15 business days

  6. Build the quarter’s KPI table

    Held

    Operator lists every company’s numbers, what changed since last quarter and what is missing, and marks red flags such as a short runway.

    Operator

  7. Note the numbers in your CRM

    Held

    Adds a note with each company’s numbers to its founder’s contact, after one approval.

    API actionper companyGP approves all in one go

The plan as it runs: each step waits for the one before it, and stops at its gate until the owner approves.

At a glance

Who runs it, and when

Who runs it
GP
What starts it
Ten days before each quarter end.
How often
Quarterly
Vehicle
Fund

Ask Operator

Start it in a sentence

Ask Operator in chat. It drafts the plan for your fund, and nothing runs until you release it.

  • You

    Collect Q3 numbers from all our portfolio companies and give me the KPI table.

  • You

    Ask the founders for their quarterly update.

  • You

    Who hasn’t sent their Q3 numbers?

The outcome

Every company was asked once and reminded once, and you have a cited table of the quarter’s KPIs, changes and red flags.

What it proves

  • Asks every founder for their numbers in one approval, each with their own upload link.
  • Waits ten business days, then reminds only the companies that sent nothing.
  • Cites every figure in the table to a file and a page.
  • Retries a file it can’t read, then hands it to the deal owner to finish.
  • Stops for you if too many companies are missing, then picks up where it left off.
  • Shows a junior only the counts; you see the table and every figure.

Run it on your fund

Talk to the team about running this playbook on your own fund.

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