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⌘ Portfolio management

Portfolio management

Track marks, model outcomes, and stay ahead of what needs attention — your entire portfolio in one workspace, with the math done for you.

Companies

Your whole portfolio, in one list

Every invested company with marks, ownership and outlook. Click any row for the full company page.

app.theventureos.com / portfolio

Total Invested

$2.70M

Σ deal check sizes

NAV

$10.5M

current portfolio value

MOIC

4.34×

(NAV + dist.) / invested

Total G/L

+$9.02M

dist. $1.20M

sort

9 companies · click any row for the full company page

Exit scenarios

Mind Score — model the outcomes

Drag check size or valuation (ownership auto-derives) and any exit value; EV IRR, P(Loss), P(5x+), Median recompute live.

app.theventureos.com / companies / mind-score

Check size

$500K

Valuation (post)

$5.60M

Ownership ↩ auto

8.9%

check ÷ valuation

Implied value at exit

$7.41M

prob-weighted

ScenarioExit valueProb.MultipleIRRExp. value
Write-off
$0
20%0.0×-100%$0
Acqui-hire
$8.00M
25%1.4×13%$179K
Modest exit
$40.0M
30%7.1×48%$1.07M
Strong exit
$150.0M
18%26.8×73%$2.41M
Breakout
$600.0M
7%107.1×95%$3.75M
Total$798.0M100%$7.41M

EV IRR

56%

Expected value

$7.41M

Exp. multiple

14.8×

P(Loss)

20.0%

P(5x+)

55.0%

P(10x+)

25.0%

Median (P50)

7.1×

P90

26.8×

Top-2 EV share

83.1%

Time to exit

4.4 yrs

Drag the check size or any exit value — returns, IRR & probabilities recompute live. Simplified: constant ownership, no liq. prefs.

Heatmap

The portfolio at a glance

Every company sized and colored by performance. Hover any tile for the full readout.

app.theventureos.com / portfolio
MOIC<1×~1×3×+· hover a tile
Analytics

Pipeline & portfolio analytics

Conversion funnels, source attribution, sector mix — switch views, watch them animate.

app.theventureos.com / analytics

Total deals

127

Active stages

6

Sources

5

Avg velocity

14d

New127
Contacted84
Meeting52
Diligence23
Offered9
Invested5
Raising soon

Who's raising next — with odds

Portfolio companies ranked by probability of raising soon, scored from runway, traction & momentum.

app.theventureos.com / portfolio / raising-soon
💸Companies raising soon· ranked by probability

Scoring factors

  • Runway < 6 months
  • ARR +23% MoM
  • 16mo since last raise
  • Hiring senior leadership
ARR +23%Web traffic +38%VP Eng hiredRunway 6mo

Weighted by runway, time since last raise, growth signals & momentum.

Rounds

Every round, every term

Follow-on deals tracked round by round — click a round to expand its terms.

app.theventureos.com / companies / position
🏢Halcyon AI· 3 rounds · $2.45M deployed
Series BQ1 2026

Check

$1.20M

Valuation

$95.0M

Instrument

Equity

PPS

$11.80

Captain

AS

Implied MOIC

1.0×

Monitoring

What needs attention this week

Stale updates, runway alerts, risk signals — ranked, filterable, never buried.

app.theventureos.com / portfolio / attention
📡Needs attention6 companies

Pact Security

No founder update in 94 days

high

Aerie Maps

Runway < 6 months flagged

high

Forge Robotics

Key hire departed (LinkedIn signal)

med

Vela Energy

Negative press mention

med

Drift Commerce

Board deck pending review

low

Cobalt Health

Metrics due this week

low

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