Venture capital & private equity

Master Portfolio Performance

Snowfire centralizes data from 700+ SaaS platforms, eliminating manual reporting and providing instant portfolio insights to drive value creation and maximize returns.

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See how Snowfire AI empowers CEOs to lead with actionable insights across financial, operational, and people metrics.

Why Snowfire for Portfolio Monitoring?

Snowfire empowers VC and PE firms with real-time portfolio monitoring, proactive risk detection, and standardized reporting, enabling centralized management and strategic growth across investments.

Instant Oversight
Unified Reporting
Proactive Growth
Solve Delayed Insights

Provides real-time visibility into portfolio company performance, eliminating delays in tracking KPIs and trends.

  • Monitors MRR, Churn and over KPI's in real time
  • Delivers instant performance dashboards
  • Reduces reliance on periodic reports
Solve Inconsistent Reporting

Standardizes metrics across portfolio companies for consistent, streamlined board updates and comparisons.

  • Consolidates KPIs for uniform reporting
  • Simplifies board and stakeholder updates
  • Enables cross-portfolio benchmarking
Solve Missed Opportunities

Identifies risks and growth opportunities across portfolios, enabling strategic actions to enhance performance.

  • Flags risks like churn spikes instantly
  • Uncovers cross-sell and expansion potential
  • Drives value with synergy insights

Signals

Real-Time Insights

Monitors external and internal portfolio data to deliver real-time alerts for risks and opportunities.

✓ Track global and local trends
✓ Flags KPI deviations like cash burn
✓ Recommends performance optimizations

heatmap

Visual Business Performance

Provides visual dashboards to track portfolio metrics, identifying underperforming assets instantly.

✓ Curates real-time KPI dashboards
✓ Generates AI-driven charts
✓ Standardizes board-level reporting

integrations

Streams of Business Data

Integrates with 700+ SaaS platforms to centralize prospect data, ensuring accurate, real-time insights.

✓ Connects to Quickbooks, Hubspot, AWS and many more
✓ Secures data with role-based permissions
✓ Flags integration errors for data quality

Security

Secure By Design

Ensures sensitive prospect data is protected with strict permissions and isolated storage for secure due diligence.

✓ Uses role-based access controls
✓ Prevents data leakage with isolated storage
✓ Aligns with SOC 2 compliance standards

Example metrics for Due Dilligence

Financial Health
MRR/ARR Growth Trajectories
Gross/Net Revenue Retention
Customer Acquisition Costs (CAC)
Customer Lifetime Value (LTV)
EBITDA and Adjusted EBITDA
Cash Burn Rate
Working Capital Efficiency
Runway Projection
Operational Efficiency
Sprint Velocity Metrics
Feature Delivery Rate
Customer Health Scores
Support Ticket Resolution Times
Pipeline Velocity
Sales Cycle Length
System Uptime Metrics
Resource Utilization
Market Position & Growth
Market Share Analysis
Competitive Win Rates
Customer Satisfaction Scores
Feature Adoption Rates
Brand Sentiment Analysis
Share of Voice Metrics
Geographic Expansion Metrics
Channel Partner Performance

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By Role

Executive Officer (CEO)Financial Officer (CFO)Revenue Officer (CRO)Operating Officer (COO)Technology Officer (CTO)Marketing Officer (CMO)Strategy Officer (CSO)Data Officer (CDO)HR Officer (CHRO)Information Officer (CIO)Chief of Staff (CoS)

By Use Case

VC & PE Investment Due DilligenceVC & PE Portfolio ManagementCEO Investment Preperation

By Industry

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