06 · Portfolio Management & Monitoring
KPI tracking vs. plan
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Track portco KPIs vs. plan with variance flags partners actually use in board prep.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·KPI vs. plan dashboards.
- ·Variance flags and owner alerts.
- ·Monthly portfolio KPI digest.
By hand today
KPI tabs that don't match board decks.
On Atlas
Portfolio KPIs + alerts; light expert interpretation.
Deliverables
- KPI dashboards
- Variance alerts
- Monthly digest
Service levels
- Dashboards refreshed within 3 business days of update intake.
Exclusions
- — Setting operating plans for companies
Platform surfaces
PortfolioFund Dashboard
Partner-facing value; expands seats.