Portfolio reporting
Portfolio Reporting for VC and PE
Portfolio reporting for VC and PE means one SaaS-native board cadence across every portco—same metric definitions, a firm-branded workspace, readiness before each meeting, and benchmarks that compare each company to your internal portfolio cohort and the anonymized industry network when sample thresholds are met. CACulator.io anchors investor questions to versioned metrics and resolves threads before the live session instead of re-litigating spreadsheets in the room.
Step-by-step
Define the firm metric spine
Agree on ARR/MRR bridge, NRR/GRR, CAC payback, burn multiple or Rule of 40, and runway—pinned to the same formula versions every quarter. Publish the template in the firm workspace so portcos cannot drift silently.
Roll out firm-branded workspaces
Deploy CACulator.io across portcos under your firm's logo and accent color—not a separate app per company. Portcos still use CACulator.io; branding signals which firm owns the operating rhythm.
Set board cadence and readiness rules
Track which portcos submitted pre-reads on time, open pre-board questions, and unresolved metric disputes. Surface at-risk companies before partners join the call.
Enable dual-cohort benchmarks
Compare each portco to your firm's internal portfolio cohort and to anonymized SaaS benchmarks when privacy and sample-size gates are met. Label bands as directional or sample-gated—never invent peer percentiles.
Run metric-anchored Q&A
Route investor and operating-partner questions to the metric tile they reference. Close threads with snapshot-backed answers before the board meets.
Close the loop after the board
Log decisions requested, operating-partner follow-ups, and owners. Carry forward open items to the next cycle with the same definitions.
Frequently asked questions
- How is portfolio reporting different from a portco dashboard?
- Dashboards show live ops data; board reporting is a decision artifact with defensible definitions, narrative, benchmarks, and a Q&A trail investors can audit. CACulator.io connects both through versioned snapshots and the board workflow.
- Can we benchmark portcos against each other?
- Yes—within your firm's linked portfolio cohort. Industry bands come from the anonymized network only when sample thresholds are met.
- Do portcos need to adopt a new CRM integration?
- No requirement for a specific CRM in v1. Portcos can start from calculators and CSV-friendly exports; label any live integrations as coming soon where applicable.
- What should we tell LPs about data handling?
- Describe anonymized, sample-gated cohort statistics—not raw company-level exports from the network. Firm-internal portfolio views stay inside your workspace permissions.
Related calculators
Defensible formulas and worked examples for metrics referenced in this guide.
- ARR/MRRARR / MRR / ARPA / ACV CalculatorNormalize core recurring revenue metrics for SaaS reporting.
- NRRNet Revenue Retention CalculatorMeasure retained and expanded recurring revenue from an existing cohort.
- Burn MultipleBurn Multiple CalculatorMeasure how many dollars of burn are required to create each dollar of net new ARR.
- Rule of 40Rule of 40 CalculatorCombine growth and profitability into the classic SaaS operating balance score.
- RunwayRunway and Scenario CalculatorEstimate months of runway from cash, revenue, and operating expenses. Toggle scenarios for hiring or growth assumptions.
Rolling this out across a portfolio? See the Portfolio plan.