Would your firm pay for a managed financial analysis layer?
We are testing demand for a service that helps VC and PE firms turn portfolio company financial data into KPI tracking, cash-flow analysis, valuation support, forecasting, and LP / board-ready reporting.
The Concept
Many firms collect the data, but still rely on manual spreadsheet work, ad hoc reporting, and partner judgment under deadline pressure. This service focuses on the final layer: analysis and decision support.
Firms below $500M AUM
$100K / year
or 0.025% of AUM — whichever applies
Firms at $500M+ AUM
0.025% of AUM / year
Scales with firm size; no fixed floor
Where It Fits
Layer 6 in the data workflow. This is not data entry, bookkeeping, fund administration, or a dashboard-only tool.
Collection
Financial inputs gathered.
Routing
Data sent to the right workflows.
Parsing
Raw files become structured fields.
Storage
Clean records are saved.
Access
Data is usable across systems.
Analysis
Insights, forecasts, valuations, and reports.
Service Promise
What would be included. The goal is recurring analytical capacity for investment firms that need more than static dashboards but do not want to hire a full internal portfolio finance and reporting team.
KPI monitoring
Revenue, growth, margins, burn, runway, cash balance, headcount, ARR/MRR, EBITDA, and company-specific metrics.
Cash flow analysis
Runway, capital needs, cash-out timing, burn acceleration, financing risk, and intervention flags.
Valuation support
Comparable multiples, valuation-change support, markdown indicators, prior-period consistency checks, and support schedules.
Forecasting
Scenario models for reserve planning, follow-on decisions, portfolio construction, exit timing, and downside cases.
LP reporting
Quarterly exhibits, performance commentary, source-backed narrative inputs, and annual meeting support.
Board / IC materials
Board packet analysis, investment committee summaries, operating partner briefings, and portfolio review memos.
Survey
This survey tests whether the problem, scope, buyer, and pricing feel credible for VC / PE firms.
1Which best describes your firm?
2Approximate firm AUM?
3How painful is portfolio financial analysis and reporting today?
Think about KPI collection, valuation support, LP reporting, board materials, and ad hoc partner requests.
4What would be most valuable? Select all that apply.
5Who would likely own this budget?
6How does the pricing feel?
Below $500M AUM: $100K per year or 0.025% of AUM. At $500M+ AUM: 0.025% of AUM per year.
7What is missing, unclear, or not credible?
8Would you pay for this?
Answer questions 1–8 to enable submit.
Responses stored securely for internal research. Not shared publicly. Submit shows a server-side confirmation — nothing is sent to third parties.