Covenant flags · Valuation bridges · Exposure · Risk sizing · ₹ Cr

Portfolio Monitoring Dashboard

Paste quarterly portfolio data and get board-ready visuals: KPI health, covenant compliance, per-company valuation bridges, and sector caps that respond to macro conditions. Data stays in your browser.

Fund snapshot

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Company KPIs & covenant flags

CLICK A ROW FOR ITS BRIDGE

Company	Sector	Invested	FMV	MOIC	Growth	EBITDA%	Runway	ND/EBITDA	Flags

2+ breaches 1 breach (watch) compliant

Valuation bridge

ENTRY EV → CURRENT EV

Exposure

FMV BY SECTOR · VINTAGE · GEOGRAPHY

Risk-sizing matrix

SECTOR CAPS VS MACRO CONDITIONS

Repo rate: % Macro sentiment: (−2 bear … +2 bull) Exit-market liquidity: (1 tight … 5 flush)

Sector	Risk beta	Current % of FMV	Suggested cap	Position

Heuristic: cap = 25% ÷ β, −1.5% per 100bps repo above 5.50% (scaled by β), +2% per sentiment point, ±1% per liquidity point vs neutral; bounded 5–35%. Replace betas and coefficients with house policy before IC use.

Data schema & caveats.

{ asOf, fundSize, companies: [{ name, sector, geo, vintage, invested, fmv, ownership, kpis:{ revenue, revenueGrowthYoY, ebitdaMarginPct, runwayMonths, netDebtToEbitda }, covenants:{ minRunwayMonths, maxNetDebtToEbitda, minRevenueGrowthYoY }, bridge:{ entryEV, ebitdaGrowth, multipleChange, netDebtChange } }] }