Solutions & features

Everything Portvivo does.

A complete portfolio intelligence platform — for investors who want to act, and founders who want to be heard.

Investors

Portfolio Dashboard

See every company on one screen.

A live, sortable table showing MRR, burn rate, runway, growth, headcount, and health status for every company in your portfolio. Filter by health, sector, or stage. Click through to full company detail pages with 12-month trend charts.

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Investors

Automated Health Scoring

Know which companies need attention — automatically.

Portvivo calculates a health status (Green, Yellow, Red) for every company after each update. Five trigger types: runway below threshold, consecutive negative growth, burn spike, overdue update, and critical runway. No manual review needed.

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Investors

Requests Inbox

Act on founder asks before they get buried.

A consolidated inbox of every open founder request across your entire portfolio — sorted by urgency. Accept or decline with a response note in one click. Founders are notified immediately. Full history preserved.

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Investors

Monthly Portfolio Digest

The 1st of every month, in your inbox.

An automated summary email: which companies updated, which didn't, which crossed an alert threshold. Top performers highlighted. No manual compilation required.

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Founders

Update Submission Form

From blank page to submitted in 10 minutes.

A 3-step structured form covering metrics (revenue, burn, runway, headcount), narrative (highlights + challenges), and optional requests. Same format every month — comparable data for your investors.

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Founders

AI Draft Mode

Your highlights, pre-written.

Connect Stripe and Portvivo pre-fills your financial metrics automatically. The highlights field is drafted from last month's update using AI — approve, edit, or clear with one click.

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Founders

Stripe Integration

Accurate financials, no manual entry.

Connect your Stripe account once. MRR, month-over-month growth rate, and net revenue auto-populate every update. The most error-prone part of investor reporting — automated.

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Investors

Private Investor Notes

Context that stays with the company.

A private notepad on every company — only visible to the investor. Auto-saved on blur. Use it to track qualitative signals, decisions, and observations over time.

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Try every feature — free for 14 days.