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02 · In development · product vision

Understand your portfolio in motion.

Revenue, burn, and runway — standardized across every company, instead of re-reading a different board deck format each quarter.

32%Revenue growth
14 moRunway
$1.8MMonthly burn
ACME TECHNOLOGIES
Burn↑ 6%
Runway16 → 14 months
Steady quarter — burn and growth both tracking close to plan.

Illustrative product concept — not yet available

Different companies. One portfolio language.

Board decks, financial reports, spreadsheets, and investor updates — standardized into comparable KPIs.

DATA COLLECTION→ AI STANDARDIZATION→ PORTFOLIO COMPARISON→ SIGNALS

Two ways to submit. Zero manual re-entry.

Companies email their files, or log in to a secure portal and upload directly. Scheduled outreach and reminders replace the quarterly email chase.

Board decks
Financial reports
Spreadsheets
Investor updates
Email submission
Portal upload

Metrics that mean the same thing everywhere.

One canonical definition per metric, with each company's own label and formula mapped to it — so "growth" means the same thing whether it came from a SaaS company or a marketplace.

Universal financial

RevenueARRGross profitEBITDAOperating cash flowBurnRunway

SaaS & enterprise software

MRRBookingsACVNRRGRRLogo churnCACLTV

Marketplace & consumer

GMVTake rateOrdersAOVMAU / DAUCohort retention

Also covers fintech & credit, healthcare & biotech, industrial & climate metrics, plus fund-defined thesis and covenant KPIs.

Every number, certified before it's used.

Data doesn't become "official" just because it was submitted. Three separate parties sign off before a metric is eligible for valuation or board reporting.

1Portfolio company CFOCertifies the submission is complete
→
2Fund GP / CFOAccepts it for portfolio reporting
→
3Valuation teamSeparately approves it for model use

Portfolio KPI tracking, explained.

What is portfolio KPI tracking for private-market funds?

It's the process of collecting financial and operating metrics — revenue, burn, runway — from every portfolio company and standardizing them into one comparable format, instead of reading a different board-deck layout from each company every quarter.

How will portfolio companies submit their data to FolioArc?

Two ways: companies can email their files directly, or log in to a secure portal and upload them. Scheduled outreach and reminders are designed to replace the manual quarterly email chase.

How does FolioArc keep metric definitions consistent across different companies?

Each metric has one canonical definition, while each company's own label, formula, and source field are mapped to it separately. If a company changes how it defines a metric, that creates a new version rather than silently mixing incompatible numbers.

Who signs off on portfolio data before it's used?

Three separate parties: the portfolio company's CFO certifies the submission is complete, the fund's GP or CFO accepts it for portfolio reporting, and the valuation team separately approves it for use in a valuation model.

Is FolioArc's Portfolio Intelligence available yet?

No — Portfolio Intelligence is currently in development. FolioArc's Legal Intelligence product is available now; Portfolio and Valuation Intelligence are being built next.

Want to see it as it's built?

Request access and we'll keep you posted as Portfolio Intelligence ships.

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