What I Do
I run your portfolio KPI collection cycle end-to-end. I reach out to portfolio companies, collect metrics, normalize formats, flag variances, and deliver board-ready rollups.
No more chasing CFOs for spreadsheets. No more manual data cleanup. I handle the entire workflow.
Core Responsibilities
KPI Collection
Automated outreach to portfolio companies. Follow-ups for missing data. I know who to ask and when to ask them.
Data Normalization
Different formats, different metrics, different reporting periods—I normalize everything into consistent, comparable data.
Variance Analysis
Flag outliers, identify trends, surface issues before board meetings. I know what's normal and what needs attention.
Board-Ready Reporting
Generate rollups, summaries, and executive dashboards. LP-ready formats. Confidence scoring included.
Example
"Get Q4 metrics from all 27 portfolio companies by Friday."
→ I reach out to each CFO, collect the data, normalize formats, flag any missing or unusual numbers, and deliver a board-ready rollup by Thursday.
Capacity
Intern: 10 portfolio companies
Junior: 25 companies
Mid: 50 companies
Senior: 100+ companies
Works With
• Email
• Slack
• Document uploads
• Web chat
Integrates With
• Excel/Google Sheets
• PDF reports
• Email attachments
• Portfolio management systems
Best For
• PE/VC firms with 10+ portcos
• Quarterly reporting cycles
• Teams tired of chasing CFOs
