Fund Dashboard Pricing

Catch revenue risk before it compounds.

Portfolio-level visibility into sales infrastructure health. See who's ready to scale, who needs support, and who's at risk - before it shows up in quarterly meetings.

Emerging

Pilot Fund

Start with a cohort. See the intelligence before committing to a full rollout.

Up to 15 companies
  • Full Fund Dashboard access
  • 15 R³ assessments per quarter
  • Portfolio health scoring
  • Sales Hire Readiness Index
  • Due diligence mode
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Most Popular

Growth

Scale Fund

Full portfolio visibility with LP reporting and Revenue Architect activation.

Up to 40 companies
  • Everything in Pilot
  • 40 R³ assessments per quarter
  • Quarterly LP reports
  • Cohort benchmarking
  • Revenue Architect activation
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Enterprise

Platform Fund

For funds running structured GTM programs across large portfolios.

40+ companies
  • Everything in Growth
  • Unlimited assessments
  • Multi-fund views
  • Custom integrations & API
  • Dedicated account manager
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All Plans Include

Full platform access from day one.

No feature gating. Every tier gets the complete Fund Dashboard experience.

Portfolio Health Monitoring

Real-time visibility across all portfolio companies

R³ Assessment Engine

21-dimension diagnostic for portfolio + diligence

Sales Hire Readiness Index

Know who's ready for an AE - and who isn't

Revenue Predictability Analysis

Understand if targets are achievable

Due Diligence Mode

Pre-investment sales infrastructure audit

Revenue Architect Pathway

Activate support for struggling companies

Built For

Funds that take portfolio support seriously.

Pre-Seed & Seed Funds

See which portfolio companies are building sales infrastructure correctly - before they burn runway on failed hires.

Accelerators

Run R³ assessments across every cohort. Benchmark progress. Give founders structured sales support at scale.

Corporate Venture Arms

Demonstrate portfolio support ROI to leadership. Track sales maturity improvement over time with hard data.

Common Questions

What funds ask before getting started.

How is pricing determined?

Pricing is based on portfolio size and annual assessment volume. We'll scope the right plan based on your portfolio and deployment pace during our initial call.

Can I start with a pilot?

Yes. Most funds start with a paid pilot - typically 5-10 portfolio companies over 60 days. This gives you real data before committing to a full rollout.

What if a portfolio company needs help?

Companies flagged at risk can activate into Revenue Architect - our AI-powered sales infrastructure builder. You can subsidize seats or have founders pay directly.

How long does setup take?

Dashboard access is immediate. First assessments can go out same day. Most funds have initial data within 1-2 weeks of kickoff.

Can I use this for due diligence?

Absolutely. Send an assessment link to any prospective investment. You'll get a revenue predictability analysis before you write the check.

What's included in LP reporting?

Growth and Enterprise plans include portfolio maturity trends, SHRI distribution analysis, and QoQ improvement metrics - ready for LP updates.

See what your portfolio's sales risk looks like.

Book a 30-minute briefing. We'll walk through the Fund Dashboard, run an assessment on one portfolio company, and show you the intelligence.