Portfolio plan · for investment firms
Standardize reporting, and benchmark every portco against the rest.
BoardFluent helps PE, VC, and family office teams roll a SaaS-native board workflow out across their portcos under the firm's own branding, turning metrics, pre-board Q&A, benchmarks, and follow-ups into decision-focused meetings, and showing how each company compares to the rest of your portfolio and the market.
Custom pricing, sales-assisted rollout. Premium for individual companies remains self-serve via Stripe.
How this portco compares
CAC Payback · 11 mo
This company vs. anonymized SaaS peers at the same stage and ARR.
The same company benchmarked against the rest of your portfolio, a private cohort no single-company dashboard can produce.
- Encrypted in transit & at rest
- Row-level isolation, your data is walled off from every other account
- SOC 2-compliant infrastructure (Supabase / AWS)
- PCI-DSS billing via Stripe
- AI grounded in your numbers, never invented
Why firms choose BoardFluent
A board workflow that compounds with the benchmark network.
Any firm can build a metrics template. Maintaining a growing, anonymized, methodology-backed SaaS benchmark network, plus metric-anchored Q&A and a private portfolio cohort across every portco, is the part you can't spin up in a quarter. BoardFluent connects your portfolio's operating rhythm to that network so every board cycle gets sharper context.
Standardize the board pack
Firm-level SaaS board templates and required narrative sections keep every portco on the same operating storyline.
Resolve questions before the meeting
Pre-board Q&A and readiness dashboards surface unresolved threads so partners spend less time reading decks live.
Benchmark with context
Compare within your portfolio cohort and against anonymized BoardFluent SaaS benchmarks when sample thresholds are met.
Close the loop after the board
Operating-partner follow-ups stay tied to the board workflow, not a separate comment thread.
Metric-anchored Q&A
Questions stay pinned to the metric, across every portco.
Operating partners and portco teams thread pre-board questions on the exact number, not in forwarded email chains. Readiness dashboards show what's still open before the partner meeting, so live sessions focus on decisions, not reconciling spreadsheets.
Request a portfolio demoPortfolio plan
What's included
The Portfolio plan is built for firms managing multiple SaaS companies, not a single startup on Premium. Deploy BoardFluent across your portcos customized with your firm's logo and accent color. It isn't a white-label resale of the app: portcos use a BoardFluent workspace branded for your firm. Custom domains, Slack, legal minutes, and e-signature aren't part of this plan today.
- Deploy across your portcos under your firm's logo and accent color
- Multiple portfolio companies with standardized SaaS board templates
- Pre-board Q&A and board readiness dashboard across the portfolio
- Portfolio reporting status and cadence visibility per portco
- Investor and operator roles (owner, admin, operating partner, viewer)
- AI board-prep summaries for linked portco books (fair-use monthly quota)
- Benchmark within your firm's portfolio cohort
- Anonymized BoardFluent SaaS cohort benchmarks when sample thresholds are met
- Operating-partner follow-up tracking tied to board workflow
Anonymized cohort benchmarks only appear when privacy and sample-size thresholds are met. Your firm also sees internal portfolio cohort comparisons across linked portcos.
Guides & comparisons
Portfolio reporting playbooks
Pillar guides and directional alternatives focused on dual-cohort benchmarks, metric-anchored Q&A, and firm-branded board workflow, not private-label claims.
- GuidePortfolio Reporting for VC and PEHow VC and PE firms standardize SaaS board reporting across portcos: firm-branded templates, readiness dashboards, dual-cohort benchmarks, and metric-anchored pre-board Q&A.Read guide
- GuideOperating Partner Playbook for SaaSA practical operating-partner playbook for SaaS portcos: board cadence, metric disputes, pre-board Q&A, dual-cohort context, and follow-ups tied to the board workflow.Read guide
- GuideHow to Benchmark Portfolio CompaniesBenchmark SaaS portfolio companies with dual cohorts: compare within your firm's portcos and against sample-gated industry bands, without inventing peer statistics.Read guide
- ComparisonVisible.vc Alternative for SaaS Portfolio BoardsDirectional comparison: BoardFluent vs Visible-style investor reporting-dual-cohort SaaS benchmarks, metric-anchored Q&A, and firm-branded board workflow vs data-extraction tooling.Read guide
- ComparisonStandard Metrics Alternative for Portfolio BoardsDirectional comparison: BoardFluent vs Standard Metrics-style KPI standardization-board-native SaaS metrics, dual-cohort benchmarks, and metric-anchored Q&A.Read guide
The operator behind the product
Built by someone who has sat on your side of the table.
BoardFluent was built by Mike Dayton, a 20+ year revenue leader (CRO, CSO, GM) who has prepared and defended board metrics inside PE-backed, public, and founder-led companies. He also takes on contract engagements with PE and family office backed SaaS investment firms, including GTM diligence and interim CRO or CSO roles.
Request a portfolio demo
Tell us about your firm and portfolio. We'll follow up with pricing and a tailored walkthrough, no Stripe checkout.