pex
Portfolio Intelligence

One view across the whole portfolio.

VCs, operating partners, and agencies see rolled-up growth intelligence across every company. Founders approve exactly what’s shared. Nobody types project keys. Nothing leaks.

full dashboardmetrics onlyexperiments onlypending approvalmetrics onlyfull dashboard

Portfolio

Org

NANimbus AnalyticsHLHarbor LabsSHStride HealthKWKelpwellLALuma AIOCOrbit Commerce
Full dashboardExperiments onlyMetrics onlyPending approval

Rolled-up intelligence

Portfolio metrics you actually want to look at.

Aggregate MRR, NRR, growth rate, and experiment velocity across every linked company in real time, not a quarterly snapshot a founder typed in once. Filter by vertical, stage, or cohort. Drill into any single company with their permission to see how they’re running.

  • Live aggregates across MRR, NRR, growth rate, and experiment count. The numbers match the founder’s dashboard because they come from the same graph.
  • Filter by vertical, stage, or cohort tag, then drill into any company with sparklines, deltas, and per-metric portfolio benchmarks.
  • Weekly portfolio snapshots for the slide deck plus a real-time streaming view for the partner meeting that needs today’s number.

Acme Capital · Portfolio

6 companies · 5 sharing

Total MRR

$1.43M

+11.2%

Avg growth

9.8%

MoM

Experiments shipped

47

this Q

Live companies

5 / 6

1 pending

Per-company view

Nimbus Analytics

MRR · $412K

+12.4%

Harbor Labs

MRR · $128K

+8.1%

Stride Health

MRR · $284K

+24.6%

Luma AI

MRR · $96K

-3.2%

Orbit Commerce

MRR · $512K

+6.7%

Kelpwell

Pending approval

waiting…

Scoped access, not all-or-nothing

Founders stay in control.

Three tiers of access that match real relationships. Scope can be changed or revoked anytime. No legal back-and-forth, no DBA-level queries, no awkward meetings.

Tier 1

Default for investor requests

Metrics only

Headline numbers and high-level growth signals. Perfect for board updates and investor briefings.

What they see

  • MRR, NRR, gross margin
  • Growth rate and trajectory
  • Headcount (optional)
  • Cohort retention summary
  • Contact or user PII
  • Raw event stream
  • Revenue by account

Best for

New investor relationships, board prep, LP reporting

Tier 2

For active operating partners

Dashboard

Full metric view including experiment summaries and channel performance. No PII so it’s safe to share widely.

What they see

  • Everything in Metrics only
  • Experiment outcomes + learnings
  • Channel and campaign performance
  • Funnel conversion rates
  • Cross-company benchmarks
  • Contact or user PII
  • Raw event payloads

Best for

Operating partners, GM & network, quarterly deep dives

Tier 3

Operator-level, rare

Full access

Operator-grade view with contact data and raw events. Reserved for advisors or embedded operators with signed NDAs.

What they see

  • Everything in Dashboard
  • Contact & user PII
  • Raw event stream
  • Agent and team permissions
  • Write access (with role limits)

Best for

Embedded operating partners, fractional CMOs, advisors

Default-safe. New investor requests default to metrics only. Upgrades require a second explicit approval.

Revocable. One click removes access immediately. Aggregation skips revoked links on the next query.

Transparent. Founders see who viewed what, when. Same audit trail the investor sees.

Cross-portfolio templates

One company’s winning experiment becomes the portfolio’s playbook.

When one portfolio company finds a winning experiment design, scoring model, or catalog entry, share it across the portfolio with one click. New companies onboard already running the best of what’s worked. The playbook you paid for once gets run at every new company in the fund.

  • Templatise experiments, scoring models, and catalog entries once; every new company inherits the latest set on signup.
  • Per-company overrides (templates set the floor, not the ceiling) let each company tune to its own audience without losing the baseline.
  • Version-tracked: when a template evolves, every company using it sees what changed, why, and what the benchmark results looked like in the portfolio.

Shared template

v3

Paid Acquisition Scoring v3

Scores every channel on CAC efficiency, payback period, and incrementality. Refined over 140+ experiments across the portfolio.

LinkedIn Ads 0.25Meta Ads 0.30Google Search 0.20Affiliate 0.15Organic 0.10
NA

Nimbus Analytics

Template applied

Local adjustment

Weight LinkedIn +0.2 (B2B SaaS)

OutcomeCAC payback 8.2mo
OC

Orbit Commerce

Template applied

Local adjustment

Weight Meta +0.3 (DTC)

OutcomeCAC payback 5.1mo
SH

Stride Health

Template applied

Local adjustment

=

Inherit defaults

OutcomeCAC payback 6.8mo

Trust layer

Every change on the record.

Notifications on every scope change, access event, and revocation. Built for investor-relations scrutiny, security reviews, and boards that ask uncomfortable questions.

Audit trail

Live
Apr 18 · 14:02
sarah@acmecapital.vcrequest_createdNimbus Analytics

Scope requested: metrics only

Apr 18 · 14:04
founder@nimbus.airequest_approvedAcme Capital

Granted: metrics only · expires never

Apr 19 · 09:17
sarah@acmecapital.vcdashboard_viewedPortfolio rollup

Filtered by vertical · B2B SaaS

Apr 19 · 11:42
sarah@acmecapital.vcscope_changedStride Health

Requested upgrade to experiments_only

Apr 19 · 11:45
operator@stride.healthscope_upgradedAcme Capital

Granted: experiments only

Apr 20 · 16:08
founder@luma.aiaccess_revokedSunset Ventures

Reason: LP exited position · effective immediately

Exported hourly · signed + append-only

Signed + append-only. Every entry HMAC-signed. No after-the-fact edits.

Notifications both sides. Founders and investors get alerts on every access change.

Exportable. CSV + JSON exports for security reviews and diligence.

Why Apex

Share growth intelligence like modern SaaS shares access.

Every tool you use professionally (Figma, Notion, Slack) handles cross-org access with requests, approvals, scope, and logs. Portfolio analytics is the last place still passing around shared credentials. We fix that.

The old way

With Apex Portfolio

Quarterly spreadsheet over email

Live dashboard, scoped per investor

“Give me your project key”

Request → approve → link, with a token flow

All-or-nothing access

Three scope tiers, upgradeable on request

No record of who saw what

Signed, append-only audit log both sides see

Each company reinvents scoring from scratch

Shared templates with local overrides

Revoking access means rotating credentials

One click revokes, effective immediately

Get Started

Three steps. No project keys.

Modern cross-org access, with an audit trail every CFO will recognise.

1

Install Apex

Your portfolio companies run Apex (or they start today, it’s free). The Apex snippet collects growth data that becomes the shared view.

Takes 2 minutes per company

2

Invite your portfolio

From Settings → Portfolio Access, generate a shareable link or send an email request. Both routes can be scoped ahead of time or negotiated per company.

One request per company, one click per founder

3

Approve and share

Founders approve with explicit scope. You instantly see a portfolio-level dashboard with live data, per-company drill-ins, and shared templates.

Scope is revocable; nobody loses sleep

Share growth intelligence like modern SaaS shares access.

Request, approve, scope, revoke, with an audit trail every CFO will recognise. Free to start for everyone on both sides of the relationship.

Signed audit trailFree for both sidesRevocable anytime