Portfolio Monitoring
Is your portfolio slipping — or are you just finding out late?
Shiny decks hide messy books, and one miss can sink returns. Verified Metrics brings Big-4-grade models, AI-forensic checks, bank proof-of-cash, and speed—at startup-friendly cost.
30-minute walkthrough.
No commitment.
Stop chasing founders for updates. Start seeing problems before they call you.
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The questions that keep fund managers up at night.
Answered in real-time, not at the next board meeting.
How do I scale portfolio reporting?
❌ Pain Point
Chasing PDFs and Excel tabs burns days every quarter. Your team gathers financials, calculates metrics, analyzes trends, and compares performance, all manually. Portfolio monitoring becomes unsustainable as you scale.
✓ How Verified Metrics Helps
Verified Metrics auto-collects data, standardizes KPIs, and exports board-ready packs. Monthly performance notifications delivered automatically, not chased down.
How do I monitor leading indicators?
❌ Pain Point
You discover a portfolio company is burning through cash faster than expected, weeks after the trend started. Updates arrive late and sanitized, limiting your ability to step in before situations become critical.
✓ How Verified Metrics Helps
Verified Metrics automatically calculates burn rate, runway, and cash position in real-time. Platform flags concerning trends the moment they start, not at the next quarterly review.
Which companies have accounting red flags?
❌ Pain Point
You're monitoring 15+ portfolio companies and one has been cooking the books for six months. By the time you discover the revenue stuffing or aggressive accounting, LP confidence is shaken and your fund's reputation takes a hit. Board decks all claim growth, but you have no systematic way to verify which companies have real financials and which are hiding problems.
✓ How Verified Metrics Helps
Verified Metrics runs automated Beneish M-Score analysis across your entire portfolio. Get instant alerts when any company shows manipulation risk across 8 financial ratios. Flags surface immediately for receivables inflation (DSRI), margin quality issues (GMI), and asset quality problems (AQI). Know which companies need deeper scrutiny before problems spread across your portfolio.
How do I scale portfolio reporting?
❌ Pain Point
Chasing PDFs and Excel tabs burns days every quarter. Your team gathers financials, calculates metrics, analyzes trends, and compares performance, all manually. Portfolio monitoring becomes unsustainable as you scale.
✓ How Verified Metrics Helps
Verified Metrics auto-collects data, standardizes KPIs, and exports board-ready packs. Monthly performance notifications delivered automatically, not chased down.
Which companies are burning cash inefficiently?
❌ Pain Point
Some portfolio companies are burning $5 to generate $1 of revenue while others operate capital efficiently, but you can't tell which is which without rebuilding models for each company. You discover unsustainable unit economics when they come asking for emergency capital, not when you could have stepped in earlier to fix operations.
✓ How Verified Metrics Helps
With the VM Growth Efficiency Scorecard, you can compare all portfolio companies side by side, apples to apples. See which companies are at 0.2x (burning cash inefficiently) vs 1.0x+ (capital efficient), and whether that efficiency is improving or deteriorating over time. Identify which companies need operational intervention before their next board meeting.
Can I track covenant compliance continuously?
❌ Pain Point
You extended debt financing to multiple portfolio companies. Manually tracking covenant compliance means checking reactively during scheduled reviews, limiting your ability to identify struggling borrowers before breaches occur.
✓ How Verified Metrics Helps
Verified Metrics delivers automated covenant compliance notifications (liquidity ratio, leverage ratio, debt service coverage) for all connected companies. Identify struggling borrowers early.
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Auto Data
Direct API integration with QuickBooks, Xero, and Plaid (bank feeds). AI maps chart of accounts and normalizes data to institutional taxonomies—so analysis starts from clean, audit-ready inputs.
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Instant Models
IFRS-compliant models auto-populate with normalized financials. Revenue recognition, working capital, and EBITDA adjustments pre-calculated—ready for IC review in hours.
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Performance Notifications
Automated monthly alerts with key metrics: revenue, gross margin, cash balance, runway, and covenant compliance. Know which companies need attention before your next board meeting.
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Terminal
Query any portfolio company instantly. "What's the burn rate trend over 6 quarters?" "Which companies are behind plan?" "How has customer concentration changed?" Every answer backed by live data.
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LP-Ready Reports
Portfolio summaries, company tearsheets, performance comparisons. All outputs standardized and continuously refreshed. Ready for your LP meeting.
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Real-World scenario.
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The Problem
PE fund with 8 portfolio companies. Quarterly reporting takes 2 weeks—chasing CFOs for updated financials, manually consolidating different formats, reconciling discrepancies. One portfolio company breached leverage covenant 6 weeks before the fund discovered it.
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The Solution
All 8 companies connect accounting systems via API. Verified Metrics auto-calculates revenue, EBITDA, cash balance, burn rate, and covenant metrics continuously. Automated alerts flag concerning trends. Terminal answers ad-hoc questions: "Show me companies with runway under 12 months" or "Which companies exceeded plan last quarter?"
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The Outcome
Quarterly reporting reduced from 2 weeks to 2 hours. Early warning alerts caught cash burn spike 3 weeks early—fund intervened before crisis. LP reporting now automated with standardized formats.
Frequently asked questions
Simple OAuth authorization with their accounting system—QuickBooks, Xero, or bank feeds via Plaid. Takes 5 minutes, no technical integration required.
We work with manual uploads too. Documents are auto-categorized and data is standardized for consistent reporting across your portfolio.
Connected companies sync continuously throughout the day. You're always seeing current data, not last month's numbers.
Financial performance (revenue, gross margin, OPEX, net income), financial health (cash balance, burn rate, runway), and covenant metrics (liquidity ratio, leverage ratio, DSCR, fixed-charge coverage).
Yes. Set custom thresholds for alerts, add portfolio-specific KPIs, and configure notification frequency based on your monitoring needs.
No limit. The platform scales across 15, 50, or 100+ companies. Pricing is based on portfolio size.
Yes. Covenant compliance monitoring, debt service coverage tracking, and payment schedule visibility are core features designed for credit investors.