Portfolio plan · for investment firms
Standardize reporting, and benchmark every portco against the rest.
Every portco reconciles the CRM, the model, and the narrative by hand the night before its board meeting, and no two portcos reconcile the same way. 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 (AWS)
- Billing via Stripe
- AI grounded in your numbers, never invented
- Company identity de-identified before AI analysis
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.
Live Benchmarking
Every portfolio company, plotted against the cohort.
The Portfolio plan includes a workspace-wide benchmarking dashboard: toggle between the published cohort band and your own portfolio's internal percentile, export a comparison grid to CSV, and get a firm-branded scorecard PDF per portco. Bands are compiled from published sources and labeled per metric, led by the Benchmarkit 2026 State of B2B SaaS Performance Metrics report (n=342) for core efficiency metrics.
NRR across a sample portfolio
Illustrative: a fictional demo portfolio, not real company data.
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 demoCommercial diligence
A scored commercial read on any company in your portfolio or pipeline.
Operating partners and platform teams use the GTM Diagnostic as a structured commercial read, for commercial due diligence on a target or an operating review of a platform company. It runs on a published methodology, graded against the same versioned formulas your portcos already report with, so every company in the portfolio gets the same read, scored the same way, delivered with a readout conversation.
See the GTM DiagnosticAdvisory and investment firms that want the diagnostic under their own brand can contact us about a firm-branded program. Contact us.
Portfolio 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 under your firm's logo and accent color, so portcos see your firm's brand on their board workspace. 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
- Portfolio-wide benchmarking: every portco plotted against the cohort band, a comparison grid, CSV export, and per-company scorecards
- Firm-branded PDF export of each portco's benchmark scorecard
- Pre-board Q&A and board readiness dashboard across the portfolio
- Investor and operator roles (owner, admin, operating partner, viewer)
- AI board-prep summaries for linked portco books (fair-use monthly quota)
- 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.
- 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 founded 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. Through Bionic GTM, his operator practice built on BoardFluent, Mike also takes on contract engagements with PE and family office backed SaaS investment firms, including GTM diligence and interim revenue leadership.
Request a portfolio demo
Tell us about your firm and portfolio. We'll follow up with pricing and a tailored walkthrough, no Stripe checkout.