---
title: Micro for Portfolio Management | micro
description: Track your portfolio companies, monitor key metrics, and stay on top of founder updates — all in one place.
---

## Quick Setup

1. **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.

2. **Add Portfolio Companies**

   Add companies manually, import a CSV from your existing tracking tool, or add them directly from your contacts.

3. **Connect Your Email**

   If you haven’t already, connect your Gmail in **Settings → Connected Accounts**. Micro automatically extracts key information from investor updates and founder emails.

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## 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                              |

Switch between **Status** (kanban), **Updates** (grid), and **Companies** (grid) views.

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## 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 |

Add custom properties for anything else — ownership percentage, board seat, last valuation, follow-on capacity.

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## 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)

The template is configured to recognize investor updates automatically — emails that include business, product, team, or company updates.

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## 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

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## 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

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## 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

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Tip

When a company in your Deal Flow list closes, add it to your Portfolio Companies list to start tracking it as an active investment. You can link the same company across both lists.