board & fundraising OS
Portfolio monitoring, health scoring, AI pitch deck generation, and investor communication — so every board meeting starts with clean numbers and every fundraise moves faster.
Available on all plans
Role-based access
Setup in minutes
Live
Portfolio monitoring
0-100
Health scores
AI
Pitch deck generator
1-click
Board packages
Comprehensive features designed specifically for modern investor workflows.
Real-time visibility into all your portfolio companies with live runway tracking and health indicators.
Live runway countdown and alerts
Burn rate trends and projections
Cash flow scenario modeling
Multi-company dashboard views
Financial health indicators
Risk factor identification
AI-powered health assessment combining financial metrics, milestones, and market traction.
Composite health scores (0-100)
Milestone completion tracking
Market traction analysis
Competitive positioning insights
Risk assessment and alerts
Trend analysis and predictions
Advanced analytics platform for revenue trends, customer acquisition analysis, and predictive growth modeling.
Advanced revenue analytics with AI predictions
CAC and LTV analysis with cohort tracking
Churn prediction and retention analytics
Revenue forecasting with scenario modeling
Comprehensive unit economics dashboard
Customer acquisition funnel optimization
Centralized platform for investor-founder communication with automated workflows.
Structured communication channels
Automated founder check-ins
Meeting scheduling and notes
Engagement tracking and scoring
Document sharing and storage
Automated reminder workflows
AI-powered reporting system generating comprehensive investor updates, strategic insights, and automated recommendations.
AI-generated monthly portfolio digests
Strategic recommendations and insights
Automated email summaries with alerts
Interactive board report templates
Multi-format export with customization
Predictive analytics and trend analysis
Track company valuations over time with market comparisons and predictive modeling.
Historical valuation tracking
Market multiple comparisons
Growth-based predictions
Exit scenario modeling
Benchmark analysis
ROI calculations and projections
Generate investor-ready pitch decks with AI using your portfolio data and market insights.
Multiple funding stage templates
Data-driven content generation
Professional slide design
Market analysis integration
Financial projections automation
Export to PDF and PowerPoint
Join leading investors who've revolutionized their portfolio management. Investor intelligence works hand-in-hand with Business Intelligence (CFO runway forecasts) and Sales & Revenue (CRO pipeline) so every metric in your board deck comes from a single, live source.
Better Portfolio Visibility
Complete transparency across all investments in real-time
Faster Issue Detection
Identify at-risk companies weeks before traditional metrics
Improved Communication
Structured workflows reduce missed check-ins
Time Saved on Reports
Automated reporting saves hours every week
Enterprise security
Role-based access
AI-powered insights
Investor intelligence features are included with every plan, with role-based access controls.
Perfect for individual angels or small funds getting started
For growing funds with multiple investor team members
For institutional investors with complex portfolio needs
How do investors access the Investor Portal?
Can BurnRateOS generate pitch decks automatically?
What are board packages and how are they created?
How does portfolio monitoring work for investors?
What data sharing controls do founders have?
Join leading investors already using our portfolio intelligence platform for better visibility and automated insights. Or view all plans.
No credit card required • Free forever plan • Setup in 2 minutes