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AI agent for venture capitalists

Portfolio Company KPI Monitoring Agent

A consistent monthly KPI view across the portfolio with risks flagged

MonitoringReportingFinance
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Portfolio Company KPI Monitoring Agent: what goes in, what the agent does and what you get

What it does

Portfolio company reports arrive in different formats and on different days, so warning signs can hide for months. Each month this agent collects the reports, extracts KPIs such as revenue, margin, cash, burn and customer counts, and loads them into one table. It checks that every report arrived and that figures are consistent with each other and with the prior month. If a report is missing or a figure looks wrong, it drafts a question to the company finance contact and checks again when answered. It then compares results to budget, last year and plan, and calculates cash runway. It writes a short dashboard and flags companies with revenue 15% under budget or runway under 9 months. The investor decides on follow-up. Edge case: a company changes its customer definition, so the agent asks before comparing.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Monthly reports due 2 USES A TOOL Collect and read company reports 3 DOES Extract KPIs into one table 4 CHECKS THE RESULT Are reports complete and figures consistent? If not: draft questions to company contacts and updatewhen answered. Back to step 2. 5 DOES Compare to budget and compute runway 6 YOU APPROVE Investor decides follow-ups 7 RESULT Portfolio dashboard
Read the steps as a list
  1. Monthly reports due
  2. Collect and read company reports
  3. Extract KPIs into one table
  4. Are reports complete and figures consistent?If not: draft questions to company contacts and update when answered. Back to step 2.
  5. Compare to budget and compute runway
  6. Investor decides follow-upsThe agent waits here for your OK.
  7. Portfolio dashboard

How it decides

It flags companies with misses beyond a set percent, short runway or inconsistent data.

  • Revenue under budget by 15%: flag
  • Runway under 9 months: alert
  • Metric definition change: confirm before compare

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • KPIs tracked
  • Alert thresholds
  • Report due date
  • Dashboard layout

What keeps you in control

It always asks you first

  • Sending questions to companies
  • Board-level escalation

Hard limits

  • Never shares company data outside the fund
  • Never instructs companies

It stops when

  • Done: dashboard ready
  • Stop: most reports missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the August cycle, 2 of 14 reports were late and one showed cash rising while burn was high, so the consistency check failed. The agent asked the finance contact and learned of a $2 million loan draw not shown in the report. With that included, runway was 7 months. The agent flagged it on the dashboard, and the investor scheduled a board call.

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