Active Target
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Portfolio Summary
Compare portfolio companies, set opportunity bounds, and access SWOT.
Ask ChatGPT
Context uses selected companies and scenarios in this portfolio.
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: preload/refresh digests first; shorter prompts + lighter models respond fastest.
Select a company to view and edit its detailed metrics.
Filter the list of available targets.
Target Dashboard: AOM
SWOT AnalysisActive Target
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Data source pending
Data Last Updated
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Based on incoming CSV metadata
Scenario
Capture what-if assumptions
Leadership Notes
0 charsMetrics Data Controls
Download the template, upload files named [business]_metrics.xlsx, and reset the entire experience to blank values before testing scenarios.
Valuation sandbox
Plug in revenue and EBITDA multiples to see the implied enterprise values for the active company.
Calculated Metric Impact
Key metrics will update in real-time based on your adjustments.
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.
| Key | Value | Low | High | Description & Source | Notes |
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Compare
Metric Category Explorer
Companies
Compare peersData Table
| Company | Value | Metric | Notes |
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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 shareShorter edges represent categories that carry lower combined weighting.
Raw Score Footprint
Average scoreHighlights 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 |
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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.