Turn portfolio updates into partner-ready decks.
Coreworks helps VC and PE teams analyze company updates, KPIs, financials, board materials, CRM notes, and market data — then generate portfolio reviews, IC updates, operating decks, and partnership-ready narratives.
Every portfolio company reports differently.
Updates arrive as emails, spreadsheets, board decks, PDFs, CRM notes, and ad hoc conversations. The investment team still needs one clear view: what changed, what matters, what is at risk, and what needs action.
Coreworks turns messy portfolio reporting into structured insight and partner-ready output.
What Coreworks builds
Portfolio review decks
Generate fund-level or sector-level portfolio review decks from company updates and KPI data.
Company one-pagers
Create crisp summaries of performance, risks, milestones, and next steps for each company.
IC updates
Turn financials, KPIs, market context, and internal notes into investment committee-ready materials.
Operating partner reports
Analyze hiring, GTM, retention, burn, efficiency, and operational improvement areas.
From scattered updates to investment-grade reporting
- 01Upload or connect portfolio updates.
- 02Coreworks normalizes KPIs across companies.
- 03Agents identify outliers, risks, upside, and missing data.
- 04A partner-ready deck is generated.
- 05Investment team reviews, edits, and adds judgment.
- 06Final output exports with source traceability.
Works across your source systems
Example prompts
- “Build the Q2 portfolio review deck from all company updates and highlight the top 10 risks.”
- “Create a partner-ready update for companies missing plan by more than 20%.”
- “Analyze portfolio runway and hiring changes across the fund.”
- “Turn these board decks into one-page company summaries for Monday partner meeting.”
- “Create a follow-on investment memo from the latest company update, financials, and internal notes.”
Stop manually stitching together portfolio truth.
Coreworks helps investment teams spend less time formatting updates and more time making decisions.
Explore other workflows
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ExploreTurn finance, CRM, HRIS, and operating data into board decks, investor updates, MBRs, variance reports, and executive narratives.
Explore