Multi Company Dashboard
Portfolio health across companies you can access
SaaS portfolio is trending mixed this quarter. 2 of 6 companies are on-track (Fintra Analytics, Everstream Ops) with net retention and ARR compounding. Northgate Docs is the clear at-risk story — ARR is down 15% period-over-period and gross margin has slipped below plan for three consecutive months. Meridian Insights and Sablecare need coaching attention: pipeline health looks fine, but sales cycle and logo retention are drifting in the wrong direction. Coreline Cloud has no reporting for the period — recommend a check-in before next review.
Northgate Docs is the portfolio's biggest concern. ARR is off by $1.3M, gross margin has slipped 9 points, and MAUs are 27% below plan. Three of eight priorities are now off-track, including the self-serve motion. Recommend an unscheduled deep-dive; this is not a one-metric problem.
Meridian Insights is at-risk primarily because of sales cycle expansion — 58 days against a 45-day target, and trending longer for four consecutive weeks. Retention has also softened 3 points. ARR is holding but only because renewals are propping up a slowing new-business number. Suggested action: mid-quarter pipeline review with the RevOps lead.
Sablecare hasn't set targets for the current period, so this read is directional only. ARR is off by $220k against last-set targets, and logo retention has slipped 4 points. The absence of an active target set is itself the flag — recommend a planning session before the next review.
Coreline Cloud has not recorded data in 42 days. No AI assessment can be produced without recent inputs — recommend re-engaging the operator before the next portfolio meeting.
Fintra Analytics is having its strongest quarter to date. ARR came in $110k over plan, gross retention ticked up to 94%, and new logo velocity is running 17% ahead of target. No blocking issues in the priority slate. Recommend using this company as the reference model for the APAC team's growth motion.
Everstream Ops is executing well. Active accounts are 6% over target, NPS jumped 6 points, and time-to-onboard dropped almost a full day. Every priority is on-track. The main risk here is capacity — the growth is real, but hiring hasn't been discussed in the last two check-ins.
| Company | Target | Actual | Δ | Status |
|---|---|---|---|---|
FA Fintra Analytics | $4.20M | $4.31M | +$110.0k | On Track |
MI Meridian Insights | $1.80M | $1.62M | $-180000 | At Risk |
ND Northgate Docs | $6.50M | $5.20M | $-1300000 | Off Track |
EO Everstream Ops | not tracked | |||
SC Sablecare | $2.40M | $2.18M | $-220000 | At Risk |
CC Coreline Cloud | not tracked | |||
ARR spread across the SaaS portfolio is wide: Northgate Docs leads on absolute dollars but is furthest behind plan, while Fintra Analytics is smallest of the top three but the only one over plan. Median performance is roughly in-line, but the average is skewed by Northgate Docs's shortfall. Growth vs plan matters more than absolute size here.