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Active Target

Portfolio Summary

Compare portfolio companies, set opportunity bounds, and access SWOT.

UI published:
Column Width 160 px

Insight Hub

Context uses selected companies and scenarios in this portfolio.

Privacy & Security Mode: Auto (recommended)

We’ll gather metrics, atomic values, frameworks, and SWOT for the selected scenarios.

Tips:

- Scope: Say “compare all companies” to broaden, or name firms to narrow.

- Scenarios: Mention scenario names when you want specific what-ifs.

- Good asks: “Rank by EBITDA margin and CAGR with drivers”; “Summarize SWOT risks vs top-line growth.”

- Efficiency: wide scopes auto-preload context and digests—watch the status bar for progress.

Tokens this query: 0 Est. cost this query: $0.000000 Tokens lifetime: 0 Est. cost lifetime: $0.000000

Chat Attachments

Optional documents that ride along every chat run for this portfolio.

Chat history

Stored privately per user. Search, reopen, or delete entries.

Select a company to view and edit its detailed metrics.

Filter the list of available targets.

Target Dashboard: AOM

SWOT Analysis

Active Target

Data source pending

Data Last Updated

Based on incoming CSV metadata

Scenario

Capture what-if assumptions

Leadership Notes

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Metrics Data Controls

Download the template, upload files named [business]_metrics.xlsx, and reset the entire experience to blank values before testing scenarios.

Template

Valuation sandbox

Plug in revenue and EBITDA multiples to see the implied enterprise values for the active company.

Company Attachments

Upload text-based documents that stay with this company profile and feed retrieval-augmented chat.

Calculated Metric Impact

Key metrics update in real-time as you edit the atomic inputs. Pick up to ten gauges to watch.

Key Atomic Levers

Grouped assumption controls with precise inputs, sensitivity chips, and quick shock buttons.

All Atomic Data

Directly edit any data point; values propagate across every metric.

0 inputs
Key Value Low High Description & Source Notes

Compare

Metric Category Explorer

Companies

Compare peers

Data Table

Company Value Metric Notes

Select a company to view and edit its framework scores.

Filter the list of available targets.

Framework Comparison

Acquisition Framework Analysis

Visualize baseline scores, tweak criteria, and watch the radar + summary cards update instantly.

Weighted Footprint

Normalized weight share
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1.0×

Shorter edges represent categories that carry lower combined weighting.

Raw Score Footprint

Average score
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1.0×

Highlights the unweighted average score (1-5) attained in each category.

Aggregate Statistics

Editable Criteria

Adjust score and weight; Weighted Score updates automatically.

Category Criteria & Guidance Weight (%) Score (1-5) Weighted Score Notes

User Settings

Portfolio Management

Create curated groups of companies for focused comparisons across the dashboard.

Portfolio Utilities

Export or import your entire set of portfolios for backup or collaboration.

Scenario Sharing

Share saved plans with coworkers in your organization or revoke access at any time.

Security & Preferences

Update credentials and toggle accessibility helpers.

Model Reliability

Analytics summarize your own chat runs so you can see which engines succeed fastest.

Model telemetry

Run a chat job to populate telemetry.

Model Success Avg latency Avg tokens Runs Error rate Score
No telemetry yet. Run a chat question to capture stats.