Teams · Oculon for VCs & Portfolio Teams
VCs & Portfolio TeamsMake the company review a useful conversation.
Help a portfolio company connect growth, burn, and the next capital decision. Start with its definitions, rather than a blended portfolio metric.
A shared starting point
Keep the company context behind the portfolio view.
For VCs and portfolio support teams.
Start with company definitions
Keep ARR, cash balance, and monthly net burn distinct and dated.
Ask the capital question
Review the assumptions that could shorten or extend the company’s cash buffer.
Work with the company owner
Bring questions back to the team responsible for the forecast instead of treating a headline as a complete answer.
From context to the next move
Put the plan to work.
Keep the inputs, model and review connected around your team’s decisions.
Connected inputs
Review the right definitions
Keep period, currency, and metric definitions visible in company discussions.
Explore connected data
Business drivers
Support the operating team
Explore the plan and trade-offs with the people who own them.
Explore financial models
Planning choices
Bring a useful narrative
Connect the company update to the decision it needs to support.
Explore scenarios
Shared review
Work with the company owner
Discuss collections sensitivity, seller ramp, and planned commitments with the company team before using runway in a capital conversation.
Explore shared boards
One connected financial picture
Which assumptions should Northstar challenge before raising capital?
Discuss collections sensitivity, seller ramp, and planned commitments with the company team before using runway in a capital conversation.
Explore the northstar · company review example
ARR is $12.4M. Starting cash of $4.8M divided by constant monthly burn of $300K gives 16 months of simple runway.
October 2026 · fictional Northstar update · Illustrative dataA BRIEF FOR THE NEXT REVIEW
Which assumptions should Northstar challenge before raising capital?
Company update and capital questions
One fictional companyGrowth and cash use different definitions
$12.4M ARR is a revenue run rate. $4.8M starting cash and $300K monthly burn explain simple runway; ARR does not measure available cash.
Inspect the review context3 review items
| Company measure | Reported value | Definition or question | Owner |
|---|---|---|---|
| $12.4M | Run rate, not cash collections | RevOps | |
| $4.8M | Opening cash balance | Finance | |
| $300K | Payments less collections | Finance |
Scroll to inspect all columns
One company is shown. This is not a portfolio aggregation, data-collection portal, or investment valuation workflow.
A little more context
Questions about VCs & Portfolio Teams.
Is the example a portfolio data aggregation product?
It illustrates a portfolio review workflow using company planning and reporting context. Discuss aggregation, reporting-standardization, and company access requirements with the Oculon team.
Can we aggregate multiple portfolio companies here?
This example focuses on supporting one company’s planning conversation. Discuss any cross-company collection, administration, or reporting requirements with the Oculon team; the page does not demonstrate those capabilities.
What should we agree before comparing plans?
ARR is $12.4M. Starting cash of $4.8M divided by constant monthly burn of $300K gives 16 months of simple runway.
Where can we find a starting model?
Explore templates for planning, revenue, cash, headcount and reporting. Adapt the assumptions and structure to your business, and agree access with the people who will review the work.
Explore templates