Use this quarterly checklist to monitor your portfolio companies. Most investments fail silently — regular check-ins catch problems early.
Financial health: Cash runway (12+ months ideal), Burn rate trend (rising, falling, stable), Revenue growth (if applicable), Path to profitability or next round.
Product and traction: Engineering velocity (GitDealFlow signal — still strong?), User/customer growth, Retention metrics, Key product milestones shipped.
Team: Key hires made, Key departures, Founder energy and morale, Hiring plan for next quarter.
Market and competition: New competitors, Market shifts, Regulatory changes, Customer feedback themes.
Next round: Timing of next raise, Target valuation, Existing investor sentiment, Pre-round milestones.