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Private Equityprivate equityventure capitalportfolio monitoringquarterly check-inboard prep

Portfolio Company Quarterly Check-in

A structured quarterly check-in with portfolio company leadership — captures runway, key-hire risk, customer concentration, and competitive pressure before the next IC meeting or board call.

7 questions~20 min to complete

Use this template

Create a draft session from this template, then customize it before publishing.


Questions

1.

How many months of runway do you have at current burn, and has that changed since last quarter?

Long textRequired
2.

Are there any key hires you're worried about losing in the next two quarters — and what would the impact be if they left?

Long textRequired
3.

What percentage of revenue comes from your largest customer, and has customer concentration increased or decreased this quarter?

Long textRequired
4.

What's the most significant competitive threat you're seeing right now, and how are you responding to it?

Long textRequired
5.

What's one thing in your board deck that undersells a real risk, or oversells a win?

Be honest — this is for internal prep, not the deck itself.

Long textRequired
6.

How confident are you in hitting this quarter's plan?

Rating scaleRequired
7.

What's the one thing you'd want your board to understand that hasn't come up in recent updates?

Long textOptional

What you'll get

After each completed session, Mayetik generates a structured AI summary. Here's an example of the output format — the actual content reflects each respondent's answers.

Sample AI summary

Key themes from this session

The respondent's answers highlighted three recurring themes — each supported by specific examples drawn from their experience. The summary captures what was said, not what was expected.

Standout insights

Two responses stood out as unusually detailed and pointed to an area worth following up on. The full text of each answer is preserved below the summary.

Suggested next steps

Based on the patterns in this session, the AI identified three concrete actions for the project team to consider. These are drawn directly from the respondent's own suggestions.

Generated from 7 questions · ~20 min session


Ready to start from this template?

The template will be created as a draft session, so you can adjust the title, questions, and wording before publishing.