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AI agent for venture capitalists

Portfolio Runway Alert Agent

A monthly list of portfolio companies below the runway threshold, with approved questions and support options

MonitoringRisk managementAnalysisFinanceManagement
See how it worksGet access
Portfolio Runway Alert Agent: what goes in, what the agent does and what you get

What it does

By the time a founder tells the fund cash is short, options are already limited. Each month this agent reads founder updates and financials and calculates runway for every portfolio company from cash on hand and recent burn. It checks for changes in burn or in sales that could shorten the runway, and compares the figure with the company's own plan. Companies below the months threshold are flagged. For each one, it drafts questions to the founder and proposes support such as intros to investors, a bridge discussion or a cost review. If the data is stale or does not tie to the bank balance, it asks for a fresh figure and calculates again. The partner approves all messages and any follow-up action. Edge case: a company with a big customer payment due next week is marked at risk, not critical.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Monthly founder updates are due 2 USES A TOOL Read updates and financials for each company 3 DOES Calculate cash, average net burn and runway 4 CHECKS THE RESULT Is the data current and does cash match the bankbalance? If not: request a fresh figure from the company andcalculate again. Back to step 2. 5 DOES Flag companies below the runway threshold or withrising burn 6 USES A TOOL Check upcoming receipts and planned raises 7 CHECKS THE RESULT Does a planned raise or receipt change the risklevel? If not: keep the original risk level and note the gap.Back to step 5. 8 DOES Draft questions to each founder and a list ofsupport options 9 YOU APPROVE Partner approves messages and follow-up actions 10 RESULT Runway report
Read the steps as a list
  1. Monthly founder updates are due
  2. Read updates and financials for each company
  3. Calculate cash, average net burn and runway
  4. Is the data current and does cash match the bank balance?If not: request a fresh figure from the company and calculate again. Back to step 2.
  5. Flag companies below the runway threshold or with rising burn
  6. Check upcoming receipts and planned raises
  7. Does a planned raise or receipt change the risk level?If not: keep the original risk level and note the gap. Back to step 5.
  8. Draft questions to each founder and a list of support options
  9. Partner approves messages and follow-up actionsThe agent waits here for your OK.
  10. Runway report

How it decides

Runway equals cash divided by average net burn over the last three months. A company is flagged below the threshold, or earlier if burn is rising.

  • Flag at 9 months of runway or less
  • Flag any company whose burn rose 25% over the last quarter
  • Use average burn of the last 3 months, not one month
  • Mark as critical at 4 months or less with no raise in progress

Make it yours

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

  • Runway threshold (default 9 months)
  • Burn rise trigger (default 25%)
  • Burn averaging window (default 3 months)
  • Support options offered

What keeps you in control

It always asks you first

  • Messages to founders
  • Any support action such as intros or a bridge discussion

Hard limits

  • Never contacts founders without partner approval
  • Never shares one company's numbers with another

It stops when

  • Done: every flagged company has an approved next step
  • Stop: data is missing for most companies

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 June, the agent found 3 of 21 companies below 9 months. One reported $480,000 in cash and $90,000 monthly burn, 5.3 months. Its bank balance showed $395,000, so the check failed and it asked for a corrected report. The new runway was 4.4 months with no raise in progress. It drafted questions and two investor intros. The partner approved both messages.

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