Quick Setup
Create a Portfolio List
Press
Cmd+K, type “new list”, and select the Portfolio Companies template. It comes pre-configured with stages, properties, and views for managing active investments.Add Portfolio Companies
Add companies manually, import a CSV from your existing tracking tool, or add them directly from your contacts.
Portfolio Stages
The Portfolio Companies template tracks where each company is in its lifecycle:| Stage | What it means |
|---|---|
| No Stage | Not yet categorized |
| Not Fundraising | Stable — not planning to raise within 6 months |
| Planning to Fundraise | Planning a raise within the next 6 months |
| Actively Fundraising | Currently raising or starting within weeks |
| Exited | Acquired, IPO’d, or in final stages |
| Shut Down | Operations ceased |
Portfolio Properties
The template comes with properties designed for portfolio monitoring:| Property | What it tracks |
|---|---|
| MRR | Monthly Recurring Revenue |
| Cash Balance | How much money the company has in the bank |
| Runway | Months of runway remaining (cash / monthly burn) |
| Investor Update Summary | Short summary of the latest investor update |
| Asks | Key asks from the founder |
| Founder(s) | Link to the founder(s) you work with at this company |
| Partner | Which partner on your team owns this relationship |
| Tags | Quick labels — Actively Hiring, Rocketship Growth, Struggling |
AI Autofill from Investor Updates
When founders send you investor updates via email, the AI automatically extracts key information:- Investor Update Summary — Pulls out milestones, upcoming plans, new hires
- MRR — Extracts revenue numbers from updates
- Runway — Calculates months remaining from reported cash and burn
- Cash Balance — Extracts reported cash position
- Asks — Identifies what the founder is asking for (intros, hiring help, advice)
Monitor Your Portfolio
- Status kanban — See all companies grouped by fundraising status at a glance
- Updates view — Grid showing the latest update summary, MRR, runway, and asks for each company
- Companies view — Full list with enriched company data (funding, employee count, industry)
- Tags — Flag companies as “Rocketship Growth” or “Struggling” for quick prioritization
Prep for Board Meetings
Before a board meeting, click Meeting Prep on the event page. The AI will:- Surface the latest investor update and key metrics
- Review your recent email history with the founder
- Highlight any asks or outstanding items
- Suggest talking points
Collaborate with Partners
- Shared portfolio — Your whole team sees the same companies and metrics
- Assign partners — Use the Partner property to assign portfolio companies to team members
- Activity feed — See when teammates had meetings or exchanged emails with founders
- Linked docs — Attach board notes, term sheets, and follow-on analysis to each company