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Portfolio MIS Collector: Request, Track and Record Monthly MIS from Founders

Collect monthly MIS without chasing. Customise one request message, send it to each founder on WhatsApp or email with a tap, see who has not sent their numbers and record MIS straight into your portfolio dashboard.

QUICK ANSWERA simple monthly MIS from startups to investors covers revenue, net burn, cash in bank, customers or users, headcount, plus highlights, lowlights and asks. Request it on the same date every month (for example by the 10th) and record it in one place so you can compare trends across the portfolio.

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What the Portfolio MIS Collector & Founder Update Reminder does

✅ One editable request template
✅ One-tap WhatsApp or email per founder
✅ Requested and received status
✅ Enter MIS or paste from Excel
✅ Feeds the portfolio dashboard

How to use the Portfolio MIS Collector & Founder Update Reminder

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.

Getting founders to send MIS on time

Keep the ask short and consistent: five numbers plus highlights, lowlights and asks. Founders send updates more reliably when investors actually respond with help on the asks.

This free tool sends each request when you tap it. Fully automatic monthly reminders and a founder submission form need a hosted account.

Frequently asked questions

What should a startup MIS include?

Revenue, gross margin, net burn, cash, runway, customers or users, headcount, key sector metrics, plus highlights, challenges and asks.

How often should investors collect MIS?

Monthly for active early-stage portfolios, quarterly at minimum. Information rights in the SHA usually specify the cadence.

Can reminders be sent automatically?

Not in the free browser tool; you tap to send. Automatic scheduled reminders need a hosted account.

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

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