Investors view

Your whole portfolio.

This is what the fund logs in to. Scroll down to go from your projects to a single company.

Portfolio

Your projects. Your businesses.

Each project is a group the fund is building. You see how many companies are in it, where they are and what needs you.

  • Every project and fund in one place
  • Where each company is, from audit to upkeep
  • What needs attention, flagged at the top
One group

Open a project to see how each company is doing.

Every company in the group, its stage, its systems and how close it is to your group standard. Data keeps coming in while you look.

  • Stage and next step for each company
  • Systems connected and checked today
  • Each company against your group standard
One company, in audit

Open a company to see what we found.

The findings, the red flags, what is ready and what comes next. Every number links back to the record it came from.

  • Findings by area and how serious they are
  • Red flags the moment they are confirmed
  • Reports as they are delivered
One company, on upkeep

Every month after the deal in one place.

Checks run every month. You see what drifted, what was fixed and the board pack, without asking the company for it.

  • Monthly checks and anything that drifted
  • Progress towards the group standard
  • The board pack, ready to open
PortfolioLive

Your projects

Harrow GroupFund III · 7 companies
1 red flag
Meridian CareFund II · 4 companies
On track
Atlas SoftwareFund III · 3 companies
On track
SetupAuditFixUpkeep
Calder AnalyticsSoftware · 180 staff
SetupAuditFixUpkeepClose
37Findings
3Red flags
13/13Systems read
41%ISO 27001 ready

Findings by area

Access and secrets11
Policy and standards9
Data, files and backup7
Security operations6
Legal, IP and suppliers4
Red flag memo · deliveredFull report · in progressFix plan · next
Larkfield MediaMedia · on upkeep since March
SetupAuditFixUpkeepClose
214Checks this month
2Drift alerts
81Group standard
12/12Systems

This month

  • FixedNew admin in AWS removed within a day
  • FixedMFA switched back on for one user
  • PassedBackups tested and restored
  • ReadyNovember board pack

Illustration with example companies.

What the fund sees

One view of the portfolio kept current every day.

  • Each company's stageAudit, fix or upkeep, and what happens next
  • Data coming in liveFrom every connected system, checked as it arrives
  • Your group standardEvery company measured the same way
  • Reports in one libraryBoard packs, audits and fixes, current and past

Several funds or platforms? Each gets its own view, and the partners see them side by side.

Connect with us

See it on one of your own deals.

We can show you a demo, or walk you through LakeHouse Intelligence in person with the companies you are looking at.

Book a demo

London · Engagements worldwide