Board Report

A read-only, printable quarterly snapshot of every venture's KPI health, Growth×Equity classification, and latest governance decision — built for board review.

What it is

The Board Report is a single-page, print-ready summary of your entire portfolio's performance, generated on demand — not a document someone assembles by hand before a board meeting. It carries the date it was generated and a "Quarterly Report" label, so a printed or exported copy is self-explanatory to anyone reading it later.

Portfolio health summary

Five headline numbers at the top: portfolio average KPI score, ventures On Track (Strong/Healthy), ventures Under Review (Warning/Recovery/Escalated), Kill Candidates, and Double Down performers (Strong classification). This is the number a board member reads first.

The venture table

One row per venture: name and market, current status, KPI score with a health-status label and progress bar, Growth×Equity factor score with classification, the last governance decision recorded and its date, and a system-generated recommended action for that venture. Every venture name and its recommended-action link jumps straight to that venture's KPI page — useful in the meeting itself if a board member asks to see the detail behind a number.

Ventures without a KPI plan assigned yet are called out separately in the table header, rather than silently missing from the summary stats.

What it is not

This is a reporting surface, not a workspace: there's nothing to edit, score, or record here. All governance decisions, KPI updates, and Growth×Equity records get entered elsewhere (the Venture KPI page or KPI Portfolio) — the Board Report simply reflects the latest of what's already been recorded, at the moment you open it.

How it fits your workflow

Generate it fresh right before a board or investor meeting rather than preparing a static deck — because it's always computed from live data, there's no risk of presenting stale numbers. It's also a fast gut-check any time you want the portfolio-wide picture without moving through KPI Portfolio, Cohort Analytics, and individual venture pages separately.

Getting started

Open it a few minutes before your next board meeting to confirm the numbers, and use the recommended-action column to decide which ventures are worth spending meeting time on.