Turn Hours of Board and MBR Prep into Instant Confidence

A living board deck that syncs your systems, validates your numbers, and gives your team time back.

Choose Your Path

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I'm a Portfolio Company

🎯 PE/VC Firms View

Board meetings are reactive, not strategic.

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Every portfolio company reports differently, making comparisons impossible
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Insights are outdated before the boardroom discussion even begins
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Boards don't trust the numbers—because data is stitched together manually from tools like Salesforce, NetSuite, and Jira
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You're spending hours building reports that no one fully believes

To your metrics, data, and operating model.

Standardized KPIs and reporting formats across all portfolio companies.

Consistent board deck formats and operating models across your portfolio.

Compare performance and metrics across your entire portfolio in real-time.

Live dashboards with alerts and notifications across your portfolio.

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Clarity across the portfolio — Standardized scorecards make comparisons consistent, fast, and trustworthy
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Pre-built visual cards — Designed to tell the story behind the numbers, not just present them
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Executive-level summaries — Focus attention on what matters: growth, risk, and ROI
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Real-time confidence — Data is validated using AI across marketing plans, pipeline, product usage, and customer health
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We know how to tell the story — Helping PE partners surface the signal, not just the noise—with visuals that delight and inform
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Push-Ready Outputs — Whether it's a single slide or the whole board deck, export directly to PowerPoint or Google Slides. For data deep dives, export to Excel or Google Sheets—fully formatted and ready to present.