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Case Studies/Venture Capital

LaunchPad: Portfolio Dashboard for VC Fund

Client: LaunchPad Ventures (NDA)

Challenge

VC fund tracking 15 portfolio companies in 30+ Google Sheets. Previous $40K agency attempt failed after 3 months.

Solution

Centralized portfolio dashboard: automated KPI collection, AI-powered memo search, one-click LP reporting, role-based access.

Results

4 hours → 15 minutes
Portfolio review time
~70% → 99%
Data accuracy
2 days → 1 click
Report generation
$40K wasted
Previous failed attempt

The Problem

30+ spreadsheets, 4+ hours/week on portfolio review, ~70% data accuracy, 2 days to generate LP reports. Previous agency spent $40K over 3 months and failed.

Our 7-Day Sprint

Day 1: Interviewed 3 team members. Key insight: 80% of time was data collection, not analysis. Day 2: Multi-tenant design with role-based access. Day 3-4: KPI dashboard, AI-powered memo search, automated data pulls. Day 5: One-click LP report generation, professional UI. Day 6: Stripe sync, Google Sheets import, data validation. Day 7: Launch + team training.

Results

  • Portfolio review: 4 hours → 15 minutes
  • Data accuracy: 70% → 99%
  • LP reporting: 2 days → 1 click
  • Saved $40K+ vs previous attempt