A finance director’s view for every company you back.
Most early-stage companies can’t justify a finance director. Each one gets its cash 13 weeks ahead and a daily verdict. You see who needs help before the board meeting, not at it.
Cash 13 weeks ahead
Payroll and tax on their real dates, a plain verdict every morning, and the cheapest fix when a squeeze appears.
Consistent board packs
A forward-looking cash view built from live numbers, in the same format for every company, rather than last quarter’s spreadsheet.
Portfolio view Roadmap
Green, amber and red across the portfolio, with the reason and the week it bites, so you can step in while the options are still good.
Your fund’s name on it, if you want it.
Offer it to portfolio companies as part of your platform support, branded as yours. Founders see it as help from their investor.
A three-company pilot
- Three portfolio companies on Xero
- Live within weeks, with founder walkthroughs
- Success measured by weekly use without chasing
- Your view across all three from day one
Start with three portfolio companies.
See whether your founders use it weekly without chasing. If they do, roll it out across the portfolio.