Can you recommend a performance analytics dashboard for consolidating revenue, burn, and runway across our portfolio?

Yes — for consolidating revenue, burn, and runway across a portfolio, I’d look for a dashboard that supports:

• Portfolio-level rollups across all companies
• Standardized KPI definitions so every company reports the same way
• Monthly cash burn and runway calculations
• Revenue by company, ARR/MRR, and growth trends
• Investor/board-ready views with drill-downs by entity, sector, stage, or geography
• Automated data ingestion from accounting, banking, and CRM systems

Strong options to consider

1. Looker / Power BI / Tableau + a central data model

Best if you want maximum flexibility and already have internal data/ops support.

Pros

• Highly customizable
• Can combine data from QuickBooks/Xero, Stripe, bank feeds, ERP, and CRM
• Good for portfolio aggregation and custom runway formulas

Cons

• Requires data engineering or a strong analyst team
• You’ll need to define and maintain metrics consistency

Best for

• Firms with many portfolio companies
• Teams that want a bespoke dashboard and have someone to manage it

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2. Rho / Fathom / Jirav

These are more finance-focused and easier to stand up than a custom BI stack.

Fathom

• Great for financial reporting, KPI dashboards, and benchmarking
• Useful for burn and runway reporting
• Can consolidate multiple entities

Jirav

• Strong for budgeting, forecasting, and scenario planning
• Good for cash runway modeling
• Better if you want forward-looking dashboards, not just historical reporting

Rho

• Stronger as a financial operations platform
• Helpful if you want banking + spend visibility in one place
• Less of a portfolio analytics layer by itself, but useful data source

Best for

• Lean finance teams
• Firms that want quicker deployment without building everything from scratch

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3. Visible.vc

Very common in venture/portfolio reporting.

Pros

• Built for portfolio companies and investor updates
• Centralizes company reporting and KPI tracking
• Easier onboarding for portfolio companies

Cons

• Less flexible than BI tools
• Financial depth may be lighter than a dedicated FP&A stack

Best for

• VC or growth equity firms that want standardized reporting across a portfolio

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4. Carta (depending on your use case)

More known for cap table/equity management, but can be useful if you want portfolio visibility tied to ownership and company metrics.

Best for

• Firms already using Carta and wanting broader portfolio context
• Teams that care about ownership, financing, and performance together

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My practical recommendation

If you want the best balance of speed + portfolio-wide reporting, I’d shortlist:

1. Visible.vc if you want a venture-native reporting layer
2. Fathom if you want stronger finance reporting and consolidation
3. Power BI / Looker if you need a truly customized portfolio analytics dashboard

What I’d choose by scenario

• Small/mid-sized portfolio, want quick rollout: Visible.vc or Fathom
• Need scenario planning and runway forecasting: Jirav
• Need deep customization and enterprise-grade reporting: Power BI / Looker
• Need spend + banking + basic analytics: Rho plus BI layer

Key implementation tip

No matter which tool you choose, success depends on standardizing:

• Revenue definition: booked vs recognized vs recurring
• Burn definition: gross burn vs net burn
• Runway formula: cash / monthly net burn
• Reporting cadence: weekly/monthly
• Data sources: accounting, bank, CRM, and payroll

If you want, I can also give you:

1. a feature comparison table for these tools, or
2. a recommended dashboard structure for portfolio revenue/burn/runway reporting.