Portfolio intelligence for VC, PE and fund managers

You didn't invest to chase spreadsheets. You invested to build companies.

Investment Control Tower pulls the operational, financial and risk data from every company in your portfolio into one consolidated view, on one set of definitions, and tells you what needs your attention before the board meeting does. The reporting gets done. Your partners get back to the work that moves the outcome.

Early access · Built in Australia · Works with Xero, MYOB, NetSuite and the spreadsheets you already receive
Monday, 8:02am · the whole portfolio, one screen
Example portfolio · illustrative data

Every company. Every number. Already reconciled.

Nobody built this view by hand. It was waiting when the partners walked in.
8 COMPANIES · 1 DEFINITION SET · 3 FLAGS · 0 CHASING EMAILS
01
The problem

Your best people are spending reporting week as data clerks.

Every quarter it's the same. Chase twelve founders for their numbers. Get twelve formats back. Rebuild the consolidation, argue about what counts as ARR, and write the pack.

By the time it reaches the investment committee, the numbers are six weeks old and the risk they describe has already happened.

The firms that win aren't the ones with the neatest quarterly pack. They're the ones whose partners spend the most time in the room with founders, acting on what the numbers say.

Reporting week never ends

One company sends a PDF board pack. Another sends a Xero export. A third replies "end of the week" for the third week running. An associate stitches it together by hand, every quarter, forever.

The number nobody quite trusts

Three companies define ARR three different ways. One includes services revenue. One is on a June year end. The portfolio total goes to LPs with an asterisk that nobody reads.

Risk you find in the rear-view mirror

A covenant gets tight, a key customer wobbles, runway quietly shrinks. It's all in the data somewhere, but nobody is watching it between board meetings, so you find out when the founder calls.

Quarter end · reporting week, traced
Illustrative

Twelve companies. Twelve formats. One number the IC can't rely on.

What lands in the inbox
HarbourlineKPIs_Q3_v4_FINAL.xlsxARR = MRR × 12
Kestrel HealthBoard pack, 46 pages, p.31Incl. services
Northwind Freight"Numbers by Friday, promise"9 days late
Ironbark SystemsRaw Xero P&L exportJune FY end
Saltbush EnergyInvestor update deck, slide 9Bookings, not revenue
+ 7 moreSheets, emails, two still outstanding2 missing
What reaches the investment committee
Portfolio ARR, Q3
A$58.9m*
* three definitions of ARR blended together
* two companies carried forward from Q2
* one figure is bookings, not revenue
11 working days to assemble hours spent with founders that week: very few
Every founder sent something reasonable. Nobody turned it into one truth.
12 FORMATS · 3 DEFINITIONS · 11 DAYS
02
What's inside

A full suite of portfolio analytics, run for you, every month.

Control Tower connects to the systems your companies already use, normalises everything to definitions your fund agrees once, and keeps watching between board meetings.

MODULE 01

Portfolio consolidation

Every company's numbers pulled automatically from source, mapped to your chart of definitions, and rolled up by fund, vintage, sector or stage.

ARR · revenue · gross margin · EBITDA · cash · headcount
MODULE 02

Operational KPIs

The leading indicators that tell you where a company is heading, not just where it's been, benchmarked across the portfolio so outliers stand out.

NRR · CAC payback · pipeline cover · churn · unit economics
MODULE 03

Cash, burn and runway

Live runway on actual burn, not last quarter's plan, with scenario views so you know who needs a bridge conversation months before they ask.

Net burn · runway · forecast vs actual · funding gap
MODULE 04

Risk measurement

A consistent risk score for every company across cash, customer concentration, key people, debt covenants and compliance, so the whole portfolio is read the same way.

Covenant headroom · concentration · key-person · compliance
MODULE 05

Early warning agents

AI agents watch every company against the thresholds you set and raise a flag the morning something moves, with the evidence and the source attached.

Threshold breaches · trend breaks · late or missing reports
MODULE 06

IC, board and LP reporting

Investment committee packs, board prep notes and LP updates drafted from verified data in your fund's format. Your team reviews and signs off instead of building from scratch.

IC packs · board briefs · quarterly LP letters · valuations support
The point of all of it
Illustrative · the shift we design for

Give your partners their month back.

Todaya typical partner month
With Control Towersame partner, same portfolio
Gathering data Reconciling Writing and reviewing packs Acting on flags Time with founders
Data gathering is the job a machine should do. Judgement is the job you were hired for.
LESS COLLECTING · MORE DIRECTING
03
How it works

From scattered portfolio reports to one control tower, in three steps.

01
Portfolio diagnostic · free · 45 minutes

We walk through how your portfolio reports today: which companies, which systems, which definitions, and where the hours actually go each quarter. You leave with a map of the gaps, whether or not you go further.

02
Onboarding sprint · 3 to 6 weeks

We connect to each company's accounting, CRM and billing systems with read-only access, agree one set of KPI definitions with your team, and load your covenants, thresholds and risk appetite. Your first fully consolidated portfolio view is live by the end of the sprint.

03
Run and watch · ongoing

Every month the numbers refresh themselves. Agents watch for breaches and trend breaks, draft the IC and LP packs, and brief you before every board meeting. A person always decides; the system does the gathering.

Between board meetings · the standing watch
Illustrative

One number moves. You hear about it the same morning.

1 · The signal
Northwind Freight runway drops to 7.5 months
Threshold: 9 months · detected 06:12
Caught from the ledger the day it moved, not ten weeks later in a quarterly pack.
→
2 · The context
  • Burn, 3 mo+22%
  • Hires vs plan+6 heads
  • Covenant headroom6%
  • Top customer share31%
Every figure linked back to its source system.
→
3 · The brief, drafted
  1. Which of the six hires are tied to signed revenue?
  2. What does runway look like if hiring pauses for a quarter?
  3. When do we raise the covenant with the lender?
→
4 · A partner decides
A call with the CEO, today
Thirty minutes on the real problem, with the facts already on the table. A conversation, not a fire drill.
The data does the noticing. You do the leading.
WATCH · FLAG · BRIEF · DECIDE

Scope and costs are agreed upfront, in writing, before anything is connected. Nothing renews without you knowing.

04
Who it's for

Built for investors who would rather be useful than busy.

VENTURE CAPITAL

Twenty companies, a small team

See which founders need help this month, not which ones sent their update on time. Spot the breakout and the burn problem early enough to do something about both.

Runway · growth efficiency · follow-on signals · reserve planning
PRIVATE EQUITY

Value creation plans, tracked

Track every portfolio company against its value creation plan and its debt covenants in one place, and walk into the operating partner meeting with the variances already explained.

EBITDA bridge · covenant headroom · VCP milestones · leverage
FUND MANAGERS & FAMILY OFFICES

Many holdings, one view

Consolidate direct holdings, co-investments and fund positions into one risk-weighted view, with reporting your investment committee and your LPs can rely on.

Exposure by sector · concentration · valuations · LP reporting
05
Straight answers

“Does this mean more work for our founders?”

Less. Each company connects its systems once, with read-only access, and the monthly data request disappears. Most founders are glad to stop rebuilding the same spreadsheet for every investor on their cap table.

“We already have a portfolio monitoring tool. How is this different?”

Most monitoring tools are a place to store the numbers someone still has to collect and clean. Control Tower does the collecting, reconciles definitions across companies, measures risk consistently, and drafts the reporting. The tool is the start; the work it takes off your team is the point.

“How do you handle confidential portfolio data?”

Access is read-only and scoped to the data you agree. Each fund's data is kept separate and access-controlled, and every number is traceable back to its source. We talk through your specific security, data residency and compliance requirements before anything is connected.

“Will this replace our analysts?”

No. It replaces the copy and paste. Your analysts spend their time on the questions the data raises, building the investment case and supporting portfolio companies, rather than formatting a quarterly pack.

“Which systems does it connect to?”

The common Australian stack: Xero, MYOB, NetSuite and QuickBooks for finance, plus CRM, billing and payroll systems. Where a company only reports in spreadsheets or PDF board packs, we read those too and flag anything that doesn't reconcile.

“How long until we see value?”

The onboarding sprint runs three to six weeks, depending on portfolio size. The first consolidated view usually surfaces a definition mismatch or a risk nobody had spotted, which is often worth the sprint on its own.

Spend your next reporting week with your founders, not your spreadsheets.

Investment Control Tower is in early access with a small group of Australian funds. We'll show you your own portfolio, consolidated, before you commit to anything.

Request early access
Tell us a little about your fund and we'll be in touch to set up a free portfolio diagnostic.
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