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InvestmentLiveConfidential

Portfolio Company KPI Hub

Quarterly intake with validation rules; IC-ready variance commentary stubs.

Overview

Normalize KPI submissions and surface outliers for value creation reviews.

Tags

portfolioKPI

Data sources

No data sources documented.

Changelog

No changelog entries yet.

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Term Sheet Parser
Extract economics, governance, and liquidity terms into structured JSON.
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Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Dashboard
Last updated: April 26, 2026
Usage (mock): 534
Support: investment-tech@firm.com

Built with

CursorClaude

InvestmentLiveConfidential

Portfolio Company KPI Hub

Quarterly intake with validation rules; IC-ready variance commentary stubs.

Overview

Normalize KPI submissions and surface outliers for value creation reviews.

Tags

portfolioKPI

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

IC Memo Outline
Generate IC memo skeletons from diligence findings and model outputs.
Investment
Secondary NAV Modeler
Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.
Investment
GP Diligence Scorecard
Structured scoring for GP track record, team stability, and portfolio construction.
Investment
Deal VDR Summary Bot
Summarize VDR folders into diligence chapter stubs with open questions.
Investment
Term Sheet Parser
Extract economics, governance, and liquidity terms into structured JSON.
Investment

Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Dashboard
Last updated: April 26, 2026
Usage (mock): 534
Support: investment-tech@firm.com

Built with

CursorClaude