The Challenge
Where portfolios get stuck
Between board meetings, SME portfolios drift quietly growing, quietly dying. Self-reported quarterlies arrive late, formatted differently, and polished. Impact reporting to your own LPs rests on data you already doubt. Technical assistance budgets get spent without attribution.
Self-reported quarterlies, inconsistent and late
No standardised metrics across the portfolio
Stalls discovered in quarters, not weeks
TA spend with no attribution to outcomes
LP impact reports built on data you don't fully trust
What We Help With
Solutions Standardisation
Compliance
Portfolio-Wide Metrics
Every investee reporting the same way, continuously comparable, not just collected.
- Standardised indicator sets
- Continuous, not quarterly, reporting
Early Warning
Stalls Surfaced Early
Intervention while it’s still cheap stalls surface in weeks, not quarters.
- Real-time flagging
- Automated variance alerts
Attribution
TA Spend With Receipts
Development support tracked to outcomes — your impact report becomes evidence, not narrative.
- TA-to-outcome linking
- LP-ready impact evidence
Use Cases
See what's possible
Standardisation · Portfolio
Investee Data to Standard Metric
INPUT
Investee reports activity
PROCESS
Normalise → Standardise
RESULT
- Portfolio-wide comparable metric
Early Warning · Risk
Metric Drift to Early Flag
INPUT
Weekly metric tracked
PROCESS
Compare to baseline → Flag variance
RESULT
- Early-warning alert
Attribution · LP Reporting
TA Spend to LP Evidence
INPUT
TA budget deployed
Process
Link to outcome → Verify
RESULT
- LP-ready evidence, not narrative
Typical outcomes
Impact
Between board meetings, portfolios drift. Continuous visibility closes that gap.
~90%
Faster detection of underperforming investees
~97%
Investees reporting on standardised metrics
You See Your Portfolio Four Times a Year. It Changes Every Day. See your portfolio the way it actually moves
- Standardised metrics across the portfolio
- Early warnings while intervention is still cheap
- TA spend tracked to outcomes, not just disbursed
- Continuous visibility, not quarterly snapshots
- LP impact reports built on evidence, not narrative