Use Cases
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Company performance analysis
Fund performance analysis
Reporting
Portfolio support
Meeting prep
How to actually use AI
for Portfolio Analysis
How to actually use AI for Portfolio Analysis
AI gives you serious leverage on portfolio analysis and reporting, if your data is clean. Browse working use cases from VCs, with the exact prompts and outputs.
Use Cases
Use Cases
All
Meeting prep
Portfolio support
Reporting
Fund performance analysis
Company performance analysis

Fund performance analysis
Portfolio Fundraise Readiness
Fundraise planning happens one Founder conversation at a time. Here's how to use AI to see the whole portfolio's next-round picture and cross-reference against what founders are actually saying.

Company performance analysis
Cohort Retention Analysis
Consumer apps live or die on retention. Here's how to use AI to see cohort retention across the portfolio, compare decay shapes, read the cohort triangles, and diagnose why it's happening.

Portfolio support
Portfolio Best Practices
Every PortCo is doing things differently. Here's how to use AI to benchmark them all, extract what the top performers did, and route those practices to portcos that could apply them.

Company performance analysis
Portfolio Burn Analysis
Burn multiple alone is only part of the picture. Here's how to use AI to bolster your analysis - all the way from a 10,000 ft portfolio view down to a single-company.

Company performance analysis
Portfolio Headcount Analysis
ARR per FTE looks identical whether the team got better or just smaller. Here's how to use AI to read hiring velocity, function mix, and the gap between numbers and narrative.

Meeting prep
Board Meeting Prep
Reading the deck alone misses what's between the lines. Here's how to use AI to reconcile pre-read claims to data, track multi-board commitments, and produce a 1-page meeting brief.

Fund performance analysis
Portfolio Fundraise Readiness
Fundraise planning happens one Founder conversation at a time. Here's how to use AI to see the whole portfolio's next-round picture and cross-reference against what founders are actually saying.

Company performance analysis
Cohort Retention Analysis
Consumer apps live or die on retention. Here's how to use AI to see cohort retention across the portfolio, compare decay shapes, read the cohort triangles, and diagnose why it's happening.

Portfolio support
Portfolio Best Practices
Every PortCo is doing things differently. Here's how to use AI to benchmark them all, extract what the top performers did, and route those practices to portcos that could apply them.

Company performance analysis
Portfolio Burn Analysis
Burn multiple alone is only part of the picture. Here's how to use AI to bolster your analysis - all the way from a 10,000 ft portfolio view down to a single-company.

Company performance analysis
Portfolio Headcount Analysis
ARR per FTE looks identical whether the team got better or just smaller. Here's how to use AI to read hiring velocity, function mix, and the gap between numbers and narrative.

Meeting prep
Board Meeting Prep
Reading the deck alone misses what's between the lines. Here's how to use AI to reconcile pre-read claims to data, track multi-board commitments, and produce a 1-page meeting brief.

Fund performance analysis
Portfolio Fundraise Readiness
Fundraise planning happens one Founder conversation at a time. Here's how to use AI to see the whole portfolio's next-round picture and cross-reference against what founders are actually saying.

Company performance analysis
Cohort Retention Analysis
Consumer apps live or die on retention. Here's how to use AI to see cohort retention across the portfolio, compare decay shapes, read the cohort triangles, and diagnose why it's happening.

Portfolio support
Portfolio Best Practices
Every PortCo is doing things differently. Here's how to use AI to benchmark them all, extract what the top performers did, and route those practices to portcos that could apply them.

Company performance analysis
Portfolio Burn Analysis
Burn multiple alone is only part of the picture. Here's how to use AI to bolster your analysis - all the way from a 10,000 ft portfolio view down to a single-company.

Company performance analysis
Portfolio Headcount Analysis
ARR per FTE looks identical whether the team got better or just smaller. Here's how to use AI to read hiring velocity, function mix, and the gap between numbers and narrative.

Meeting prep
Board Meeting Prep
Reading the deck alone misses what's between the lines. Here's how to use AI to reconcile pre-read claims to data, track multi-board commitments, and produce a 1-page meeting brief.