🗂️ Free · no login · data stays in your browser

Startup Portfolio Dashboard: KPIs, Cash Runway & Risk Alerts on One Screen

See your whole portfolio at a glance. Add companies with your cheque, ownership and latest valuation, enter monthly MIS, and get revenue, growth, burn, runway, the month each company should be raising and automatic risk alerts.

QUICK ANSWERA portfolio dashboard combines each company’s latest monthly MIS (revenue, burn, cash, customers, headcount) with your stake. Runway = cash ÷ monthly net burn; companies under 9 months should be fundraising and under 6 months need urgent attention. Alerts on revenue drops, burn spikes, churn and stale MIS help you step in early.

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What the Portfolio Dashboard, Runway Monitor & Risk Alerts does

✅ KPIs for every company on one screen
✅ Cash runway, cash-out and raise-by month
✅ Automatic risk alerts
✅ Stake value from ownership × post-money
✅ CSV export and print for LPs

How to use the Portfolio Dashboard, Runway Monitor & Risk Alerts

STEP 1
Add portfolio companies
Name, founder WhatsApp, your cheque, ownership and latest post-money valuation. Or load the sample portfolio.
STEP 2
Collect monthly MIS
Send each founder a pre-filled WhatsApp or email request, then enter revenue, burn, cash, customers and headcount.
STEP 3
Watch runway and alerts
Runway, cash-out month and risk alerts (revenue drop, burn spike, stale MIS) are calculated automatically.
STEP 4
Report
Export all MIS as CSV or print the dashboard for your LPs or co-investors.

Portfolio monitoring that actually helps founders

The best investors notice trouble early and help before it becomes a crisis: a fundraise that should start now, a burn spike after a hiring push, or churn creeping up. A consistent monthly MIS and a simple dashboard make that possible without heavy software.

All data stays in your browser. Teams that need shared access, founder submissions through a form and automatic monthly reminders need a hosted system.

Frequently asked questions

What KPIs should investors track for portfolio companies?

Revenue and growth, net burn, cash in bank, runway, customers or users, headcount and a few sector-specific metrics such as NRR, GMV or retention.

How do I calculate runway for a portfolio company?

Cash in bank divided by monthly net burn (expenses minus cash revenue), using the latest month or a 3-month average.

Is my portfolio data shared?

No. It stays in your own browser. Export CSV to back it up or share with partners.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Portfolio MIS Collector & Founder Update Reminder →Send pre-filled monthly MIS requests to founders, track who replied and record the numbers.Portfolio Follow-up CRM →Log founder check-ins, next steps and follow-up dates across the portfolio.Fund NAV Calculator →Holdings at fair value plus cash minus liabilities: NAV, NAV per unit, TVPI, DPI, RVPI.

Extend your runway by getting paid faster

Automatic WhatsApp and SMS payment reminders before and after due dates
UPI, payment links and AutoPay with live paid status and auto receipts
Built for subscription, fee and installment businesses across India

Try FastFee free →Mobile OTP signup. No card required.

More free portfolio management

Portfolio MIS Collector & Founder Update Reminder →Send pre-filled monthly MIS requests to founders, track who replied and record the numbers.Investor Update Generator →Monthly investor update with metrics, MoM growth, runway, wins, challenges and asks.Portfolio Follow-up CRM →Log founder check-ins, next steps and follow-up dates across the portfolio.Investor Intro & Value-Add Tracker →Log intros to customers, hires and investors and track outcomes per portfolio company.Portfolio Hiring Tracker →Track key open roles at portfolio companies, candidates referred and hiring status.Startup Exit Tracker →Track exit opportunities per holding: buyer, route, expected value, stage and next step.

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