Investor Guide
Transform from spreadsheet chaos to professional portfolio intelligence. Track your investments, get automated insights, and make data-driven decisions.
Quick Navigation
1. Getting Started
Create Your Account
- Sign up: Visit https://www.depthwise.io/register and select "Investor" as your account type
- Verify email: Check your inbox for a verification link (check spam if not visible)
- Complete profile: Add your investment focus, firm name, and preferences
2. Importing Your Portfolio
Magic CSV Import (Recommended)
Import your entire portfolio in one step using our intelligent CSV importer.
- Prepare your data: Export from your spreadsheet (Google Sheets, Excel, Airtable, etc.)
- Upload CSV: Go to Dashboard → "Import Portfolio" → Upload file
- Map columns: Our AI automatically detects company names, investment amounts, dates
- Review & enrich: We'll auto-enrich with public data (website, LinkedIn, funding info)
- Approve: Review enriched data and approve to add to your portfolio
Manual Addition
Prefer to add companies one at a time? Use manual entry:
- Click "Add Company" from your dashboard
- Enter company name and basic details
- Send invitation to founder (optional)
3. Understanding Your Dashboard
Portfolio Overview
Real-time aggregate health across all companies based on growth, runway, and engagement
Critical issues requiring attention (cash runway < 6mo, negative growth, etc.)
Latest monthly updates and milestones from your portfolio companies
Companies showing strongest growth and positive trends
4. Tracking Companies
Company Profile View
Click any company to see detailed performance data:
- Key Metrics: Revenue, growth rate, burn rate, runway, headcount
- Update History: Timeline of all monthly updates and milestones
- Health Trends: Visual charts showing performance over time
- Benchmarks: Compare against industry peers (Premium)
Request Updates
Not getting enough information?
- Click "Request Update" on any company page
- Select what you need: financial update, strategic info, specific metrics
- Founder receives notification and can respond directly in-platform
5. Insights & Alerts
Automated Alert Types
- Cash runway below 6 months
- Negative growth for 2+ consecutive months
- Founder hasn't submitted update in 60+ days
- Burn rate increase > 50%
- Growth rate declining
- Missing key metrics in updates
- Runway below 12 months
- Unusual hiring/firing activity
- Major milestone achieved
- Exceeding growth targets
- New funding round announced
- Strong MoM improvements
6. Analytics & Benchmarks
Portfolio Analytics
- Performance Dashboard: Aggregate metrics across entire portfolio
- Cohort Analysis: Compare performance by investment vintage, stage, sector
- Trend Analysis: Identify patterns and portfolio-wide trends
- Risk Assessment: Companies by risk level (low, medium, high, critical)
Benchmark Intelligence (Professional+)
Compare your companies against anonymized peer data:
- Revenue growth vs. industry peers at same stage
- Burn efficiency (months of runway per $1M spent)
- Growth metrics (CAC, LTV, retention) vs. benchmarks
- Hiring pace and team composition
7. Founder Communication
Q&A Threads
Stay connected with founders without email overload:
- Ask questions directly on company pages
- Founders respond in-platform with full context
- Thread history preserved for future reference
- Optional email notifications for responses
Monthly Update Digests
Receive automated digests of all portfolio activity:
- Weekly: New updates, milestones, critical alerts
- Monthly: Full portfolio performance summary
- Quarterly: Strategic analysis and recommendations (Premium)
8. Subscription Tiers
Essential
- Up to 10 portfolio companies
- Basic dashboard & metrics
- Email notifications
- Monthly update tracking
- Rule-based alerts
Professional
- Up to 30 companies
- AI-powered insights
- Health scoring & predictions
- Benchmark intelligence
- Advanced analytics
- Slack integration
Premium
- Unlimited companies
- Strategic recommendations
- Exit modeling
- Competitive intelligence
- Custom reports
- Priority support
- API access
9. Best Practices
Set Up Alerts Early
Configure your alert preferences immediately so you never miss critical issues.
Review Weekly
Spend 15 minutes every Monday reviewing your dashboard and new updates.
Engage with Founders
Ask thoughtful questions and provide feedback - founders appreciate engaged investors.
Track Trends, Not Just Numbers
Focus on directional improvement, not absolute metrics. Progress > perfection.
Act on Alerts Quickly
When you see a critical alert, reach out within 24-48 hours to offer support.
Invite Founders
Invite your founders to join - it's free for them and gives you richer data.
Need More Help?
Our team is here to help you get the most out of DepthWise.