Portfolio analytics for Venture Capital & Private Equity Funds
Monitor portfolio performance in real time
The Portfolio Agent continuously tracks portfolio company metrics, detects early warning signals, monitors covenant compliance, and identifies underperformance before it impacts board discussions, LP reporting, or investment outcomes.
Used by VC and PE funds across the UK, US, and UAE to source, qualify, and manage venture deal flow.
Advance the quarter and watch askRIA flag risk before it hits the board.
Prism Payments
Fintech
Runway
22 mo
Growth
+34%
NovaBio
Healthtech
Runway
14 mo
Growth
+18%
GreenGrid
Cleantech
Runway
16 mo
Growth
+22%
Cohort
SaaS
Runway
26 mo
Growth
+41%
Post-Investment Monitoring
Everything investors need to monitor portfolio performance
Continuous portfolio company monitoring
Track revenue growth, runway, burn rate, ARR, MRR, churn, hiring, cash position, and custom KPIs using live data from accounting systems, revenue platforms, CRM systems, and founder updates.
Early warning risk detection
Identify portfolio company risks early through automated alerts for declining growth, runway compression, rising churn, missed targets, reporting gaps, and operational issues.
Covenant compliance monitoring
Automatically track covenant obligations, milestone commitments, board-approved targets, and investment agreement requirements against real-time company performance.
Portfolio health scoring
Apply a consistent portfolio scoring framework across every company, creating a standardised view of portfolio performance and investment health.
Reporting and governance monitoring
Identify overdue reporting, missing metrics, incomplete updates, and communication gaps before they become portfolio management issues.
Automated founder communications
Generate follow-up requests, reporting reminders, and performance discussions automatically when thresholds are breached or reporting deadlines are missed.
Portfolio intelligence dashboard
View portfolio performance, company health scores, risk alerts, milestone status, and outstanding actions across the entire portfolio from one dashboard.
LP reporting automation
Generate portfolio updates, fund performance summaries, and investor reporting materials using live portfolio data.
How Portfolio Monitoring Works
- 01
Connect portfolio company data
Integrate accounting software, revenue platforms, CRM systems, and founder reporting workflows.
- 02
Configure investment targets
Import KPIs, milestones, runway thresholds, and covenant requirements from your diligence records and investment memos.
- 03
Monitor performance continuously
askRIA tracks company performance against investment objectives and automatically surfaces meaningful deviations.
- 04
Receive alerts and take action
Review portfolio signals, approve founder communications, and manage performance from a single dashboard.
Portfolio Management Comparison
askRIA vs traditional portfolio tracking methods
| Capability | askRIA Portfolio Monitoring | Visible | Carta |
|---|---|---|---|
| Continuous portfolio monitoring | Yes, live KPI tracking against investment targets | Founder-submitted updates | No |
| Automated risk alerts | Yes, flags runway, growth, churn, and reporting risks | No | No |
| Covenant & milestone tracking | Yes | No | No |
| Portfolio health scoring | Yes | No | No |
| Reporting overdue detection | Yes | No | No |
| Founder communication workflows | Yes | Partial | No |
| Portfolio performance analytics | Yes | Limited | Ownership & valuation analytics |
| LP reporting automation | Yes | Partial | Fund administration reporting |
| Connected to sourcing & diligence workflows | Yes | No | No |
FAQ
Frequently asked questions
Portfolio Intelligence
Track portfolio performance, identify risks earlier, and manage portfolio companies with real-time visibility.