Portfolio reviews for VC investors who know exactly where each company stands.
Portfolio review sessions map the status of every company in the fund — metrics, milestones, risks, and follow-on considerations. Drawing the full portfolio on a whiteboard makes the patterns visible across companies. BoardSnap captures the review before the partner meeting ends.
Why vc investors love this workflow
VC investors who do portfolio reviews on whiteboards see the portfolio as a system — which companies are correlated in risk, which are capital-efficient, which need more attention than they're getting. The whiteboard makes it possible to see twenty companies at once and identify the patterns that individual company updates miss.
BoardSnap reads the portfolio review whiteboard, the company status assessments, the risk flags, the follow-on considerations, and the action items for each company and produces a structured portfolio review document. Every partner has the same picture.
The exact flow
- Map portfolio companies by stage and status
Draw each company with its stage, key metric, and current status — outperforming, on track, at risk, or underperforming.
- Identify companies needing attention
Which companies need more investor time, board intervention, or a hard conversation? Write the list explicitly.
- Assess follow-on candidates
Which companies are performing well enough to warrant follow-on investment? Write the evidence and the timing consideration.
- Map portfolio-level risks
Are multiple companies exposed to the same macro risk? Market concentration, regulatory, competitive? Document the portfolio-level risk picture.
- Snap the portfolio review board
Open BoardSnap and capture. The full portfolio review — status map, attention flags, follow-on candidates, portfolio risks — is documented.
What you'll get out of it
- Portfolio status is documented in one structured document — not distributed across individual company files
- Companies needing attention are named explicitly — before a missed milestone, not after
- Follow-on candidates are assessed systematically — not based on who called most recently
- Portfolio-level risk correlations are documented alongside individual company risks
- Review history tracks how the portfolio evolved across quarters and vintages
Frequently asked
Can BoardSnap read a portfolio map with company status assessments?
Yes. Portfolio maps with companies positioned by stage or performance, labeled with key metrics and status flags, are read by BoardSnap AI with each company's position and labels captured in the structured output.
How does the portfolio review whiteboard compare to tracking in a CRM?
CRMs track individual company data well but make it hard to see the portfolio as a system. The whiteboard review makes patterns visible across companies in a way that no CRM dashboard matches. BoardSnap converts the whiteboard output to structured text that can then be entered into your CRM.
Can I share the portfolio review with LPs?
A carefully curated version, yes. The full internal review — including risk flags and intervention plans — is for partners only. An LP-appropriate version highlights portfolio performance and follow-on strategy without the internal company-specific risk assessments.
How often should VC investors run a full portfolio review?
Quarterly for a full review; monthly for tracking companies on the attention list. Annual portfolio reviews for LP reporting purposes should draw from the quarterly review records.
VC Investors: try this on your next portfolio review.
Three taps. Action items in your hand before the room clears.