Portfolio demo. A read-only sample fund.

Portfolio Demo

Inbox

Open items across every active deal

must address
Latticepartner only blank· render

Team character assessment is empty.

7/1/2026, 3:00:22 PM
Open in editor
must address
Latticedata room gap· render

No financial model uploaded. Required for unit-economics evaluation.

7/1/2026, 3:00:22 PM
Open in editor
should address
Latticeunverified material claim· render

Top-3 concentration of 62% is high — material risk if any single co-op churns.

7/1/2026, 3:00:22 PM
Open in editor
should address
Latticedata room gap· render

No cap table provided — existing dilution unknown ahead of pricing the round.

7/1/2026, 3:00:22 PM
Open in editor
must address
Latticepartner only blank· render

Recommendation section is empty.

7/1/2026, 3:00:22 PM
Open in editor
must address
Stellatecontradiction· render

Burn rate on deck ($400K/mo) is 60% lower than two-year model average ($650K/mo). Resolve before commitment.

7/1/2026, 3:00:19 PM
Open in editor
should address
Stellateunverified material claim· render

138% NRR is at the high end of comparable companies. Confirm via Stripe or finance review.

7/1/2026, 3:00:19 PM
Open in editor
should address
Stellatedata room gap· render

No security/SOC 2 documentation in the data room — required for an infra product that sees customer queries.

7/1/2026, 3:00:19 PM
Open in editor
must address
Stellatepartner only blank· render

Recommendation section is empty.

7/1/2026, 3:00:19 PM
Open in editor
must address
Stellatepartner only blank· render

Team character assessment is empty.

7/1/2026, 3:00:19 PM
Open in editor