mvp shipped in record time, quality intact
a portfolio monitoring product, from whiteboard to live with twelve portfolio companies in ten weeks.
- client
- a mid-market private equity firm
- sector
- financial services ↗
- duration
- 10 weeks
- team
- 4 engineers, 1 designer, 1 product lead
the firm's portfolio reporting ran on emailed spreadsheets. kpis arrived three weeks after month-end, in twelve different formats, and the investment committee made decisions on numbers nobody fully trusted.
they needed a product their portfolio ceos would actually use — before the next fundraising cycle, and to a security bar their lps would diligence.
10 weeks, 4 phases, one team.
one metric set, one submission flow, one committee view.
clickable flows tested with four portfolio cfos.
weekly releases to a pilot group of three companies.
rollout to twelve companies, soc 2 controls evidenced.
- kpis three weeks after month-end
- twelve spreadsheet formats
- manual consolidation
- no audit trail
- kpis on close day
- one validated metric set
- automatic consolidation
- every figure traceable to source
ten weeks, and it looked like something we'd been refining for two years.
portfolio companies submit kpis through the product in minutes, validated at entry. the committee sees one standardized, live view across the portfolio the day the books close.
the platform now underpins the firm's lp reporting and has become part of its pitch to new management teams.
- typescript
- next.js
- postgres
- vercel
- aws
- dbt