Portfolio Management Platform

    RyzUp Sheets for Investors

    Gain real-time visibility into portfolio companies—powered by AI and Google Sheets.

    Invest smarter with live data, rapid scenario analysis, and investor-ready reports—all in the spreadsheet you trust.

    Investor Challenges

    Fragmented Financials

    Portfolio companies use different tools, making consolidated analysis difficult.

    Slow Due Diligence

    Manual data export and model rebuilding takes days or weeks.

    Uncertain Forecasts

    Static models can't incorporate real-time performance changes.

    Inconsistent Reporting

    Varied formats and manual errors slow down investor updates.

    Limited Scenario Testing

    Hard to compare outcomes across companies without rebuilding formulas.

    How RyzUp Sheets Empowers Investors

    1

    Instant Portfolio Consolidation

    Connect each company's Xero or Sheets to a single dashboard. View normalized P&L, cash flow, and balance sheet data in real time.

    2

    Rapid Due Diligence

    Import live financial reports with one click. RyzUp cleans data automatically so you focus on analysis, not troubleshooting.

    3

    Dynamic Scenario Modeling

    Test valuations and growth rates across portfolio companies. AI-driven models adjust instantly as you tweak assumptions.

    4

    Standardized Investor Packs

    Generate executive summaries and KPI dashboards in clicks. Export to PDF or slides with consistent branding for meetings.

    5

    Real-Time Alerting & Monitoring

    Set thresholds for burn rate and revenue. Get instant notifications when companies deviate from plan.

    Key Investor Use Cases

    Consolidated Financial Dashboard

    Compare performance metrics—MRR, EBITDA, cash runway—across 5+ portfolio companies in one live Sheet.

    Deal Screening & Valuation

    Import target company data, run AI-backed forecasts, and model valuation scenarios in minutes, not days.

    Board & LP Reporting

    Automate monthly or quarterly board packs with up-to-date charts, tables, and variance commentary.

    Risk Monitoring

    Track key financial health indicators and get alerted on anomalies before issues escalate.

    Exit Planning

    Run side-by-side "best case" and "worst case" forecasts to inform timing and strategy for exits or follow-on rounds.

    Why Investors Choose RyzUp Sheets

    Zero Platform Switching

    Leverage your existing Google Sheets skills.

    Speed & Accuracy

    From raw data to insights in minutes.

    Scalable & Secure

    Handles multiple companies, large datasets, and enterprise-grade permissions.

    Data Confidence

    AI-validated models and audit trails ensure nothing slips through the cracks.

    Ready to elevate your investment analysis?