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/ PRODUCT·LIVE IN PRODUCTION · CUSTOM INSTALL
/ BOARD MEETING SCANNER

Board decks in → KPIs out → partner digest.

Catches inbound board meeting decks, extracts KPIs, normalizes across portfolio companies, and posts a one-screen summary to the partner channel.

IWhat it does

Portfolio monitoring should not be a manual labor. Every board deck has the same KPIs in the same shape — revenue, growth, burn, runway, headcount. Extracting them across 30+ portcos by hand is how funds end up with stale dashboards.

Board Meeting Scanner catches inbound board decks in the inbox (Gmail or Outlook), runs them through a structured extraction (per-company tuned because every portco's deck looks slightly different), and posts a Monday-morning partner digest with KPI trends.

Outliers get flagged. The fund's portfolio dashboard updates itself.

IIFeatures

aInbox-driven

Runs on Gmail or Outlook. Boards send decks the way they always have; the scanner does the rest.

bPer-company tuned

Each portco's deck format is configured once. Subsequent decks parse against that template, with fallback parsing when the format changes.

cMonday digest

Partners get a one-screen summary every Monday: which portcos reported, what changed, what to ask about.

dOutlier flagging

When a portco's numbers move materially against trend, the scanner flags it for partner review.

IIIIntegrations

GmailOutlookClaudeSlackRetool / Airtable for the dashboard

IVPricing

Custom install per fund. Pricing depends on portfolio size and dashboard requirements.

Talk to me about it

/ WANT IT WIRED INTO YOUR FUND?

I install and operate
every product I ship.

Each product is also available as a custom install through the build & operate retainer ($10k / month). I’ll wire it into your fund’s exact stack and operate it alongside everything else.