Academy
Monitor Portfolio and Market 3 min

Track Portfolio Momentum

Headcount, hiring, and funding across your portfolio over time.

Board prep should not be manual. This tracks the signals that show how each portco is doing.

The workflow, step by step

  1. 1
    List your portcosAdd your portfolio companies to a tracked set.
  2. 2
    Read headcount and hiringEnrich for headcount trend and use Job Search for open reqs.
  3. 3
    Watch for funding and newsSet Watchers for new rounds and major events.
  4. 4
    Roll up the dashboardSummarize momentum across the portfolio.

Want help implementing this workflow?

Talk with a Crustdata Forward Deployed Engineer and we will wire it into your stack with you.

Talk to an engineer

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