Monitor Portfolio Companies with AI
Portfolio monitoring in minutes, not weeks. Upload board decks and reporting packages, and Compound builds KPI dashboards and variance-vs-plan analyses across your holdings, with every number cited back to its source.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Portfolio Monitoring Works
Upload reporting materials
Drop in board decks, monthly reporting packages, and investor updates for each portfolio company: PDFs, Excel files, and presentations in one drive.
Define the metrics you track
Tell the AI Analyst which KPIs matter: revenue, EBITDA, gross margin, cash burn, headcount, covenant ratios. Describe your plan and reporting cadence in plain English.
Get cited dashboards in Excel
Receive KPI dashboards and variance-vs-plan tables with real formulas, every value cited back to the exact page of the board deck or reporting package it came from.
Why Portfolio Monitoring Is Still a Manual Grind
Portfolio teams spend the days after each reporting cycle re-keying numbers instead of interpreting them.
Every company reports differently
Board decks and reporting packages arrive in different formats, layouts, and metric definitions. Getting them into one comparable view means manually mapping each company's numbers by hand.
Numbers buried in slides and PDFs
The KPIs you track live inside board decks, appendix tables, and narrative commentary. Pulling revenue, burn, and margin from dozens of slides every quarter is slow and error-prone.
Variance-vs-plan built by hand
Comparing actuals to budget and prior period means rebuilding the same variance tables each cycle, then reconciling them against a plan that lives in a separate model.
No audit trail for LPs or IC
When a portfolio number is questioned, tracing it back to the specific board deck page it came from is nearly impossible after a manual copy-paste workflow.
Why Compound Excels at Portfolio Monitoring
One consistent view across holdings
Compound normalizes different reporting formats into a single comparable KPI set, so you can track the whole portfolio side by side instead of one deck at a time.
Variance vs plan with real formulas
Actuals, budget, and prior-period variance come as an editable Excel model with live formulas: audit the logic, adjust the plan, and extend it in your own workflow.
Cited back to every source page
Each KPI links to the exact page of the board deck or reporting package it was pulled from, so quarterly reviews and LP reporting stay fully auditable.
From reporting packages to a cited KPI dashboard
What you can upload
- Board decks and quarterly reporting packages
- Monthly investor updates and management reports
- Budgets, plans, and prior-period models
- Covenant compliance and lender reporting
What Compound produces
- Portfolio-wide KPI dashboards in Excel
- Variance-vs-plan tables with formulas
- Normalized metrics across companies
- Citations back to source pages
Why teams switch from spreadsheets and portfolio-monitoring platforms
For portfolio reporting, the difference is not just speed. It's consistency and a source you can verify.
Data entry from board decks
- Manual spreadsheets
- Manual re-keying each cycle
- Monitoring platforms
- Portal upload or manual entry
- Compound
- Read directly from source documents
Cross-company standardization
- Manual spreadsheets
- Map each format by hand
- Monitoring platforms
- Fixed templates only
- Compound
- Normalized into one comparable view
Variance vs plan
- Manual spreadsheets
- Rebuilt manually each period
- Monitoring platforms
- Prebuilt but rigid
- Compound
- Editable Excel with real formulas
Citation traceability
- Manual spreadsheets
- Manual note-taking required
- Monitoring platforms
- Usually unavailable
- Compound
- Cited to source pages by default
Ad hoc questions
- Manual spreadsheets
- New model per question
- Monitoring platforms
- Limited to dashboard fields
- Compound
- Ask in plain English, get cited answers
Built for teams accountable for portfolio performance
PE Operations & Portfolio Teams
Roll up KPIs across the portfolio, track performance against the plan, and prep quarterly review materials from board decks without manual re-keying.
VC Platform Teams
Standardize metrics across a large portfolio of companies. Pull revenue, burn, and runway from investor updates into one consistent, cited tracker.
Private Credit
Monitor borrower performance and covenant headroom from monthly and quarterly reporting packages, with variance-vs-plan analysis and cited source pages.
Fund-of-Funds
Aggregate performance across underlying managers and companies. Extract KPIs from disparate reporting formats into a single comparable view.
Upload a board deck and see your first KPI dashboard
Frequently Asked Questions
Compound reads board decks, monthly and quarterly reporting packages, investor updates, budgets, and covenant reporting, in PDF, Excel, and PowerPoint. It extracts your KPIs directly from these source files, so there's no manual data entry.
Yes. Compound normalizes different reporting formats and metric definitions into one comparable KPI set, so you can track your entire portfolio side by side even when each company reports in its own layout.
Yes. Upload your plan or budget alongside the actuals, and Compound builds variance-vs-plan tables with real Excel formulas comparing actuals to budget and prior period, so you can audit and extend the model.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your documents are never used for model training, and VPC deployments are available for teams with the highest security requirements.
Yes. Upload reporting materials for every company into a single drive, and Compound searches across all of them to build a portfolio-wide dashboard. There's no per-file limit that gets in the way of a large portfolio.
Every KPI links back to the exact page of the board deck or reporting package it came from. When a number is questioned in a quarterly review or LP report, you can click through to verify it against the source in one step.
Yes. Add a new metric, change the reporting period, re-segment by fund or sector, or drill into a single company, all in the same chat. Each change builds on the previous dashboard instead of starting over.
Compound produces Excel workbooks with KPI dashboards and variance tables, and can also assemble Word documents and PowerPoint decks for quarterly reviews and LP reporting, all grounded in your uploaded source files.
Traditional platforms require companies to submit data through fixed templates or portals. Compound reads the reporting materials you already receive, normalizes them, and produces cited, formula-driven dashboards you can edit, without forcing every company into one rigid schema.