Structured conversations → compounding portfolio intelligence

See what’s really happening across your portfolio. Before the board call, not during it.

Mayetik turns quarterly check-ins with portfolio company leadership into source-linked briefs, cross-portfolio themes, and risk synthesis — so you walk into IC meetings knowing what’s actually going on, not what the last update deck said.

30 days free · No credit card required

Recommended first session

Portfolio Company Quarterly Check-in

The easiest way to feel Mayetik is to run one focused session, generate the brief, then ask what it revealed.

Share with

Portfolio company CEOs or CFOs

Time

15-20 minutes per respondent

Expected output

A brief covering runway, key-hire risk, customer concentration, and competitive pressure — rolls into cross-portfolio Theme Pulse

How it works

1

Run a structured check-in

Describe the goal — quarterly health check, follow-on diligence, board prep — and Session Studio builds the questions. Or start from the portfolio check-in template.

2

Get an AI brief automatically

Runway, hiring risk, customer concentration, and competitive threats are flagged automatically — no analyst write-up required.

3

Ask across your whole portfolio before IC

“Which portfolio companies flagged customer concentration risk this quarter?” — sourced, cited, instant.

Before your next IC meeting

Know what’s in the deck — and what isn’t.

Once each portfolio company runs a quarterly check-in, you can ask Mayetik a single question and get a synthesized, sourced answer across every company in the fund — without waiting for someone to prep a memo.

  • Ask questions across the whole portfolio at once
  • Cross-portfolio Theme Pulse shows what's emerging fund-wide right now
  • Risk synthesis — convergent themes, divergent signals, gaps in coverage
  • Sourced answers with citations to the exact check-in that said it
Ask Mayetik — across your whole portfolio
“Which portfolio companies are showing runway risk this quarter?”

3 companies across 14 check-ins:

Company A

Runway

8 months of runway at current burn. Hiring freeze flagged in this quarter's check-in.

Company B

Runway

CFO mentioned an active bridge conversation with existing investors — not yet reflected in the board deck.

Company C

Runway

Burn rate up 20% quarter-over-quarter. Not addressed in the most recent board deck.

Sources: 14 check-ins across the portfolio · Last updated 2 days ago

Access controls & fund governance

Portfolio knowledge carries real sensitivity — for LPs, for portfolio company leadership, and for diligence on the next add-on. Mayetik is designed so you control who captures, who reads, and what gets exported.

Role-based access — GPs, deal partners, and portfolio ops each see only what they should
Source-linked answers — every Ask Mayetik result cites the exact check-in it drew from
Full audit trail — every check-in completed, brief generated, and IC query made is logged
Portable outputs — DOCX syntheses, brief packs, and CSV/JSON exports built for LP reporting
No per-viewer seat math — portfolio company respondents never need an account

Start with one portfolio company. Expand before your next IC meeting.

Free 30-day trial. No credit card. Run one portfolio check-in, see your first brief in under 30 minutes.

Start free, talk pricing when you’re ready to scale across your portfolio.

Also built for internal audit · family offices · corp dev