Investments template

Portfolio monitoring

Agents pull the KPIs from board decks and monthly reports as they arrive. Your portfolio team sees each company's numbers against plan, with the misses ready for board review.

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The monthly cycle

From a report arriving to a board question.

Agents keep up with the reporting cycle. They read each new deck, pull the numbers your team tracks and flag the gaps against the plan you supplied.

01

Reports arrive

Read the monthly report and board deck from the connected folder.

02

Numbers land

Put revenue, margin and company-specific KPIs beside the plan.

03

Misses get reviewed

Show the missed target with its source so the team can take it to the board.

The app

See the companies that need a conversation.

Small charts show actuals against plan. Each number keeps its report citation, and the review list gives the next board conversation a place to start.

Portfolio monitorSeptember 2026SearchAsk

The month across your portfolio

Solid: actual revenue · Dotted: plan · Apr to Sep

Flag for the board

Northline

Software · 24% margin

Reported
$2.4MPlan $2.3M
Net revenue retention112%
Monthly report · p. 4

Aster cloud

Software · 18% margin

Below plan
$1.8MPlan $2.1M
Net revenue retention94%
Board deck · p. 8

Fieldstone

Industrial · 21% margin

Reported
$6.2MPlan $6.0M
Monthly report · p. 6

Bracken health

Services · 16% margin

Reported
$3.1MPlan $3.2M
Monthly report · p. 3
Board review

Aster cloud missed plan

Revenue is 14% below plan. NRR is 94%, below your 100% threshold.

Board deck · p. 8

Owner · Portfolio team

Reports received

Northline
Aster cloud
Fieldstone
Bracken health

4 of 4 companies · September

What it reads

  • Monthly operating reports
  • Board decks and their KPI tables
  • The plan for each company

What your team sees

  • Each company's KPIs against plan
  • Trends and the report behind each number
  • Misses flagged for board review

What you set

  • The KPIs for each company
  • Plan figures and alert thresholds
  • Who reviews the flagged companies

Questions

What people ask about portfolio monitoring.

Can we add a KPI after the app is running?

Yes. Ask for the change and AI rebuilds the app. You can adjust the fields and views around the way your team works.

Where can the reports come from?

Connect your files from Box, Dropbox, OneDrive or Google Drive. Agents can read the documents and pick up new files as they arrive.

Are our portfolio reports used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Can it run in our own cloud?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.