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.
Request, approve, link
Investors request access, founders approve or decline. Every request includes what will be shared and why; every relationship leaves an HMAC-signed record; every scope change needs fresh consent on both sides. No project keys pasted into shared docs, no logins re-used across firms, no “still have access?” panic six months later.
New access request
Acme Capital wants to view Nimbus Analytics
“We’re closing the Series B and want to follow growth leading up to the board meeting.”
Requested scope
Audit trail
Rolled-up intelligence
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.
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
Harbor Labs
MRR · $128K
Stride Health
MRR · $284K
Luma AI
MRR · $96K
Orbit Commerce
MRR · $512K
Kelpwell
Pending approval
Scoped access, not all-or-nothing
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.
Default for investor requests
Headline numbers and high-level growth signals. Perfect for board updates and investor briefings.
What they see
Best for
New investor relationships, board prep, LP reporting
For active operating partners
Full metric view including experiment summaries and channel performance. No PII so it’s safe to share widely.
What they see
Best for
Operating partners, GM & network, quarterly deep dives
Operator-level, rare
Operator-grade view with contact data and raw events. Reserved for advisors or embedded operators with signed NDAs.
What they see
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
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.
Shared template
v3Paid Acquisition Scoring v3
Scores every channel on CAC efficiency, payback period, and incrementality. Refined over 140+ experiments across the portfolio.
Nimbus Analytics
Template applied
Local adjustment
Weight LinkedIn +0.2 (B2B SaaS)
Orbit Commerce
Template applied
Local adjustment
Weight Meta +0.3 (DTC)
Stride Health
Template applied
Local adjustment
Inherit defaults
Trust layer
Notifications on every scope change, access event, and revocation. Built for investor-relations scrutiny, security reviews, and boards that ask uncomfortable questions.
Audit trail
LiveApr 18 · 14:02request_created→ Nimbus AnalyticsScope requested: metrics only
Apr 18 · 14:04request_approved→ Acme CapitalGranted: metrics only · expires never
Apr 19 · 09:17dashboard_viewed→ Portfolio rollupFiltered by vertical · B2B SaaS
Apr 19 · 11:42scope_changed→ Stride HealthRequested upgrade to experiments_only
Apr 19 · 11:45scope_upgraded→ Acme CapitalGranted: experiments only
Apr 20 · 16:08access_revoked→ Sunset VenturesReason: 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.
Who uses Portfolio
Same data sharing primitives, configured for your workflow. Founders control what’s shared. You get a real-time view that finally matches how modern SaaS handles access.
Why Apex
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
Modern cross-org access, with an audit trail every CFO will recognise.
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
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
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