The Quiet Company in Your Portfolio
Founders write often when things go well and less when they don't. So the company you haven't heard from lately might be the one worth a call.
Practical reads on investor relations, fundraising, and the work between rounds.
Founders write often when things go well and less when they don't. So the company you haven't heard from lately might be the one worth a call.
Reporting gets all the vendor attention because it's the task with a deadline attached. Ask a fund manager what actually costs them a good outcome, and the answer is usually a different problem entirely: knowing a company needed something, two weeks after it stopped mattering.
A fund manager builds an LP portal, logs the login details, sets up the quarterly cadence. Then an LP emails asking for the same numbers anyway. Here's why the portal and the inbox keep competing, and which one actually wins.
Building a data room during diligence, under deadline, with a new investor watching, is the wrong time to be building it. Here's what goes in one, organized the way investors actually look for it.
Founders tell you what they choose to. Everything else about your portfolio - a competitor raise, a co-founder exit, a bad review - you find out from the internet, if you find out at all. Here's the workaround every fund manager builds, and why it stops working.
Most fund-ops platforms are built for a firm with a back office. Here's what a micro-VC - one to three people, ten to fifty portfolio companies - should actually be evaluating instead.
LPs didn't back you because you look like a $500M fund. Here's why performing scale is the wrong instinct - and what actually earns trust from a one- or two-person fund.
You owe your LPs a clean quarterly report. You're building it from updates that arrive late, in five formats, from founders who don't report to anyone else. Here's the actual fix.
The system that worked fine for five companies doesn't fail gradually past ten. It breaks in a specific, predictable order. Here's what goes first, second, and third.
A founder's numbers can look fine and still be quietly wrong. Here's the accrual-ratio check professional funds use to catch it, and why most micro-VCs never run it.
A sent update and a kept record are not the same thing. The gap between them is where founder time and investor trust both leak away.
Most founders think they update investors monthly. Most investors say they get nothing regular. Here's what the data says about who's right, and what it costs to be wrong.
Almost every founder starts with a detailed first update, then goes quiet within six months. Here's why it happens - and what the silence quietly costs you at your next raise.
Most early-stage founders don't have a finance stack - they have a spreadsheet their CA built. Here's how to send credible, structured investor updates straight from it, in fifteen minutes a month.
Most angels run their portfolio on a spreadsheet, a Drive folder, and a dozen email threads. Here's what that setup quietly breaks - and what tracking a portfolio actually looks like.
Most early-stage founders run investor relations on email, Drive, and a spreadsheet. Here's where that stack quietly fails - and what to use instead.
Most founders guess what to put in their monthly investor update. Here's what angels are actually looking for - and why it's simpler than you think.
If you searched for Quantro Network and landed here, you're in the wrong place - but maybe the right one. Here's the difference, in plain English.
Most founders send investor updates and hear nothing back. Here's why - and what actually gets angels to reply.
Structured updates, a data room, and portfolio reporting - for the founders who send updates and the investors who read them.