Module 01 · Portfolio

Portfolio Dashboard

Every venture on one screen — status, stage, owner, momentum.

Stop losing context switching between decks, drives, and Notion pages. The Portfolio Dashboard is the live command center for every company in your portfolio.

All five modules
Portfolio command center dashboard mockup
Why It Matters

Built for founders who refuse to run a portfolio like a folder of tabs.

One glance, full context

Ventures, stages, owners, and momentum bars side by side — no spreadsheet stitching required.

Signal, not noise

Automatically surface which venture needs your attention this week, and why.

Built for portfolios

Designed from day one for founders running 2, 5, or 20 ventures — not one.

Feature Highlights

Everything you expect from a command center — nothing you don't.

Purpose-built for operators running multiple businesses. Every feature earns its place.

  • Live venture cards with stage, owner, and momentum
  • MRR, headcount, runway per venture
  • Weekly attention feed (what needs the founder)
  • Investor-ready summary export
  • Cross-venture tagging and cohorts
  • Custom KPIs per venture
How It Works

From signal to action, inside one system.

Step 01

Connect

Wire in Stripe, GA, PostHog, and your task tools. Ventures populate automatically.

Step 02

Prioritize

The dashboard ranks ventures by momentum shift and outstanding decisions.

Step 03

Act

Jump from a card into deal-flow, hiring, growth, or payments without changing screens.

Native Integrations

Wired into the tools your ventures already run on.

View full integrations hub
StripePaddleSquarePostHogGoogle AnalyticsNotionLinearSlack
Next Module

Continue the tour: Capital & Deal-Flow

Capital & Deal-Flow
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