A structured growth diagnostic for every company in your portfolio.
Boardio maps each portfolio company's growth priorities, bottlenecks, and advisor needs. You get a brief per company and a portfolio-level summary. Free, in one week, no commitment.
Delivered within
of the last company call
Portfolio size
companies per scan
Cost to you
completely free, no commitment
Know what's blocking your portfolio — before it becomes a problem.
What you receive
Two outputs. Immediate clarity.
Every Portfolio Scan produces a per-company brief and a portfolio-level summary — ready to share with your team or directly with founders.
01
Per-company brief
A concise written analysis for each company: where they're going, what's blocking their growth, and what kind of advisor would move the needle — including advisor profile, background, and search tags ready to act on.
02
Portfolio summary
A cross-portfolio view: recurring bottlenecks, shared advisor opportunities, and patterns across your companies. A governance document you can reference in board meetings and LP updates.
03
Priority shortlist
The top 5 companies where advisor engagement would have the clearest and most immediate impact — whether they're closing to funding, entering a new market, or stuck in growth. If you act on nothing else, act on these.
Per-company brief
Three questions.
One clear picture.
Each brief is built around the same structure — so the advisor recommendation feels like a natural conclusion, not a sales pitch.
Growth priorities
Where is this company trying to go in the next 12 months? Fundraise, expand internationally, scale revenue?
Bottlenecks & challenges
What is actually slowing them down? A missing network, a broken sales motion, no presence in the target market?
Advisor recommendation
What kind of advisor would help, what background and network they need, and what they would concretely do for the company.
Portfolio summary
Patterns your portfolio shares.
The summary reveals what's systemic — so you can address bottlenecks at the fund level, not just company by company.
Series A in 6 weeks. Needs warm VC introductions in Nordics immediately.
DACH launch Q3. Zero local network or enterprise buyer relationships.
Revenue flat for 9 months. ICP unclear, sales motion broken.
US pilot secured, no repeatable sales motion. Window is now.
Bridge round Q2. Investor narrative needs sharpening urgently.
Who it's for
Any entity with more than one company to support.
The scan works for any portfolio operator — from a 5-company accelerator cohort to a 20-company fund.
Venture capital
Portfolio governance tool. Reference in LP meetings and board reviews. Give founders a concrete reason to act on advisory.
Accelerators
Map your cohort's advisor needs at intake. Turn mentor matching from guesswork into a structured, repeatable process.
Holding companies
Identify cross-portfolio capability gaps and shared advisor opportunities across subsidiaries.
Family offices
Professionalise portfolio companies with structured external advisory — without building an internal team.
Process
Done in one week. No prep needed.
Send us the list. We handle the calls, the analysis, and the writeup. You receive the full scan within 5 business days.
Send your portfolio list
A list of companies with basic context — stage, focus, team size. No decks, no prep needed.
FreeWe meet each company
A 30-minute call per company covering growth priorities, blockers, and what advisor help would look like in practice.
FreeBoardio writes the briefs
One structured brief per company, formatted for your team and shareable with founders.
FreeYou receive the full scan
All company briefs, the portfolio summary, and the priority ranking — delivered within 5 business days.
FreePortfolio Scan is available for portfolios of up to 20 companies.
To deliver a thorough diagnostic within one week, we limit each scan to 20 portfolio companies. If your portfolio is larger, get in touch and we'll discuss how to structure the engagement.
Get started
Send us your portfolio list.
We'll map what's driving and blocking growth across every company — free, in one week, no commitment required.
Prefer email? Reach us at [email protected]
Want to go further? See the VC & Portfolio track →
