portfolio company update template

Portfolio check-in written from your meeting

Portfolio check-ins are where problems show up first. Acta turns each one into structured notes on company vitals, hiring, performance and financing, so nothing important stays in one partner's head.

Try this template free What's in the report

What the Portfolio check-in contains

Vitals, hiring, business performance and financing from company check-ins.

  1. 1

    Reviews company check-in meetings to extract key insights for Venture Capitalists.

  2. 2

    Generates structured summaries with a high-level overview and drill-down options.

  3. 3

    Highlights company vitals, technology updates, human resources, business performance, and financing status.

  4. 4

    Identifies essential details, including participants, company overview, opportunities, and financial updates.

When to use it

  • Monthly founder check-ins
  • Board meeting preparation
  • Portfolio reviews

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

More report templates

InvestorsDealflow memoCompany, team, market, traction and round in a short investment memo.See the template SalesMEDDPICC deal reportMetrics, buyer, decision process, champion and competition, with objections and next steps.See the template SalesSPICED deal reportSituation, pain, impact, critical event and decision, with objections and next steps.See the template SalesSPIN deal reportSituation, problem, implication and need-payoff, with objections and next steps.See the template SalesBANT qualificationBudget, authority, need and timeline in one view.See the template SalesProduct demo reviewHow the demo landed: clarity, questions, objections and adoption signals.See the template

All report templates

Frequently asked questions

Related:

What is the Portfolio check-in template?

Portfolio check-ins are where problems show up first. Acta turns each one into structured notes on company vitals, hiring, performance and financing, so nothing important stays in one partner's head.

What is in a portfolio check-in summary?

A high-level overview with detail on company vitals, technology updates, people, business performance, financing, opportunities and participants.

Is this the same as the dealflow memo?

No. The dealflow memo is for new investments; the check-in is for companies you've already backed.

Can AI write the Portfolio check-in from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Portfolio check-in afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Portfolio check-in?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Portfolio check-in, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free