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Guide

Tracking portfolio companies after the investment decision

Freeze what the decision was made on, then compare the company’s record against that picture as new documents, answers and register changes arrive, so you see the figure then beside the figure now. Track the assumptions the decision rested on, and for the deals you rejected, write down what would make you look again.

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By , co-founder & CTO · Updated . Sources are listed at the end.

Six steps after the decision

The decision is a snapshot. Everything after it is a comparison against that snapshot.

  1. Freeze the picture at decision time

    Figures move. Without the version you decided on, there is nothing to compare against.

    In Aventro: Recording a decision freezes what it was made on, and a review screen names everything that will be frozen with it.1,2

  2. Compare against it as things change

    A new document, an answer from the company or a fresh run can each move a figure the decision rested on.

    In Aventro: Whatever moves the record shows on the opportunity as a change since your decision: the figure then, the figure now. The comparison runs every day.2

  3. Check the public registers again

    A change of directors or a new filing shows in the register whether or not the company mentions it.

    In Aventro: The public registers are checked again, once per company, and a change there is graded against where your opportunity stands.2

  4. Hear only about what matters

    Record everything; interrupt people for the serious things.

    In Aventro: Every change is recorded. High and critical ones also send a notice, once per company even when the fund holds more than one position in it.2

  5. Track the assumptions

    Every decision rests on a few assumptions. Each one either still holds or it does not.

    In Aventro: On Decide, each assumption the decision rested on shows whether it still holds. A person sets its status; Aventro shows what it rests on.2

  6. Keep the deals you rejected

    A rejection with a reason is a lead for later. Write down what would change your mind.

    In Aventro: When you record a rejection, write the condition for looking again. Memory checks a figure, an event or a date against what your fund holds now, and shows a judgment to you to decide.3

Questions

Which companies does Aventro watch after a decision?

Every opportunity with a recorded decision. A decision freezes what it was made on, and from then on Aventro compares that picture with the record as it is now, every day. An investment moves on to Monitoring.

Does the analysis update on its own?

After a change that needs it, Aventro updates the parts of the analysis it touched once the record has been quiet for a while. Each update uses one assessment from your organization’s plan, and an admin can turn this off under Settings, Deal flow.

Can we bring decisions we made before Aventro?

Yes. Import past decisions into Memory from a spreadsheet (CSV, TSV or Excel) or from documents. You check how the columns map before anything is saved, and imported decisions are marked as imported.

Does Aventro make the investment decision?

No. Aventro screens, checks and drafts. A person on your team records the decision, with their own reasons, and Aventro does not give investment advice.

Bring one live deal

Free, on one of your own deals. See it on a company you already know, before any quote.

  • A live deal screened against your own Fund DNA
  • Which claims we flagged that your team had not reached yet
  • How claims get checked against official registers and public filings
  • Your own IC memo template, filled from the deal
  • What pricing looks like for your seats and deal volume
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Sources

Every Aventro fact on this page links to the page of this site that states it.

  1. 1Aventro, Docs: Decision. aventro.ai/docs/decision
  2. 2Aventro, Docs: Monitor. aventro.ai/docs/monitor
  3. 3Aventro, Docs: Memory. aventro.ai/docs/memory

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