Quarterly Portfolio Monitoring Checklist

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.

FAQ

How often should I check in with portfolio companies?

Quarterly formal updates, monthly informal. Don't hover — founders need space to execute. But don't go silent either.

What's a red flag in portfolio monitoring?

Falling engineering velocity (GitDealFlow signal drops), founder avoids tough questions, key hires departing, runway dropping below 6 months without a plan.

Should I offer help proactively?

Yes. Introduce customers, candidates, and investors. Founders remember investors who help. GitDealFlow's MCP server can help research potential hires and customers.

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