Portfolio monitoring
Tracking the performance and health of companies a fund has invested in, through regular metrics, updates, and check-ins.
What it is
Once a fund invests, the work shifts from winning the deal to supporting the company and knowing how it is doing. Portfolio monitoring is the routine that collects that information and makes it usable.
What funds track
- Financial metrics. Revenue, burn, runway, and margins, depending on stage and sector.
- Operating metrics. The few numbers that show whether the business is on plan.
- Ownership. Stake, rounds, and valuation history.
- Health. A simple status the partner updates, with the reason.
- Touchpoints. Board meetings, updates received, and the last conversation.
Running it in Attio
A common pattern is a portfolio list on the Companies object, with attributes for health, owner, and next board date. Metrics can sit on the company record or on a dedicated object if you want a history over time.
Founder updates often arrive by email or form. A workflow, or an n8n automation, can route those into the right record so partners do not copy numbers by hand.
Why it matters
Portfolio data feeds LP reports, follow-on decisions, and support from the fund. When it lives in a spreadsheet that one associate maintains, it is always a little out of date.
On this site