Portfolio updates land in your inbox in every format imaginable, and the asks and warning signs are buried in the prose. Forward one to Amy and it pulls the metrics into a clean summary, compares them to the last update, and flags what needs your attention so you can act instead of skim.
Forward the investor update to Amy with this note
What you get back
- A summary of the key metrics: revenue, growth, burn, runway, headcount
- A comparison to the prior update with the changes called out
- Flagged asks, risks, and open items to follow up on
Required integrations
Add “and append the metrics to our portfolio tracker” and Amy will keep a running record in your [spreadsheet] update over update.
