Portfolio

Audit

How it Works

Case Studies

Start Portfolio Audit

Portfolio

Audit

How it Works

Case Studies

Start Portfolio Audit

Portfolio

Audit

The Pitch

"Strategic Focus: Scaling Enterprise Platform"

Source: Q3 2024 Board Deck

The Pitch

"Strategic Focus: Scaling Enterprise Platform"

Source: Q3 2024 Board Deck

The Pitch

"Strategic Focus: Scaling Enterprise Platform"

Source: Q3 2024 Board Deck

The Reality

"Worklog Analysis: 65% of effort is Maintenance & Custom Client Work"

Source: Jira Analysis, Last 90 Days

The Reality

"Worklog Analysis: 65% of effort is Maintenance & Custom Client Work"

Source: Jira Analysis, Last 90 Days

The Reality

"Worklog Analysis: 65% of effort is Maintenance & Custom Client Work"

Source: Jira Analysis, Last 90 Days

The Slide Deck says Innovation.

The Code says Maintenance.

Stop guessing. Use our AI Board Advisor to verify if your portfolio is building prospecting assets or just burning cash on development inefficiency, misaligned roadmap, and technological waste.

Reveal Real Product Status

Reveal Real Product Status

Trusted by Operating Partners at

The “Black Box” of Engineering
consumes 40% of your budget

The “Black Box” of Engineering consumes 40% of your budget

#1 Problem

The Services Trap

You think you're funding a SaaS platform.

In reality, the team is building features for single clients. Valuation multiples crash.

You think you're funding a SaaS platform. In reality, the team is hard-coding features for single clients. Valuation multiples crash.

You think you're funding a SaaS platform. In reality, the team is hard-coding features for single clients. Valuation multiples crash.

Solution

Product Work Allocation

Real-time visibility into product work allocation: Measuring New Value Creation, Velocity Debt Payoff.

30%

Innovation

30% Innovation Rate

Capital deployed toward Growth/Roadmap

70% Maintenance Load

Capital consumed by bug fixes and updates

Maintenance cost: $2.3M

Constituent metrics

Bus Factor

Development Cost

#2 Problem

Resource Waste

Headcount doubled, but shipping slowed? Technical debt is eating your runway and blocking new revenue.

Headcount doubled, but shipping slowed?
Technical debt is eating your runway and blocking new revenue.

Solution

Capital Efficiency & Waste Analysis

Quantifying systemic inefficiency across cloud infrastructure and vendor spend to maximize run-rate.

$ 2.1M

Identified

Annual. Waste

Infrastructure $ 840K

Zombie Resources

Tooling $ 620K

Redundant Stacks

Licenses $ 640K

Over-provisioning

Constituent metrics

Cloud Cost Efficiency

Infra Waste

Approximate Feature Cost

#3 Problem

Maintenance Black Hole

Always hearing that developing things will take longer because XYZ? Bad decisions are making product running inefficient.

Solution

Continuous Risk Monitoring

24/7 scoring of product health across different aspects.

24/7 scoring of security vulnerabilities, license risks, and technical debt.

B+

Health Score

Security

High

Tech Debt

Moderate

Resource Utilization

Low

Constituent metrics

Technical Debt Ratio

Lead Time for Changes

Change Failure Rate

Mean Time to Recovery

Vulnerability Density

Time to 10th PR

Code Churn Rate

Automated Test Coverage

Reveal Real Product Status

Proven Cost Reductions

Hear from teams who found exactly where their money was going and how we fixed it.

Hear from teams who found exactly where their money was going and how we fixed it.

Hear from teams who found exactly where their money was going and how we fixed it.

Series C AI Supply Chain Platform

$4.3M

Saved Annually

18 Months

Runway Added

Series D

Secured

We suspected capital inefficiency, but we lacked the data to challenge the narrative. PortfolioAudit exposed the reality immediately. We identified and recovered $4.3M in annual waste – turning a bleeding Series C company into a lean, scalable asset ready for its next round.

Managing Partner, Tier-1 Growth Equity Firm

NY State Mental Health Platform

$ 1.2–2.1M

PROFIT OPPORTUNITY

$ 120K

Saved Annually

Our growth had outpaced our infrastructure. We were leaving money on the table and didn't even know where. PortfolioAudit pinpointed $1.2–2.1M in untapped profit opportunity and helped us cut $120K in redundant spend.

COO, Digital Health Scale-Up

On-Demand Design Platform

From 1Y → 3M

Faster time to market

$ 300K

Saved

We were 12 months from launch. Then 18. Then 'sometime next year.' PortfolioAudit diagnosed the bottlenecks our team couldn't see. We shipped in 3 months, saved $300K, and finally stopped burning runway.

CEO, Venture-Backed Creative Tech Startup

Seamless Integration.

No Founder Friction.

Read-only access. Zero forms to fill out. SOC2 Compliant.

Read-only access. Zero forms to fill out. SOC2 Compliant.