Investor / Portfolio

Standardize SaaS board reporting across your portfolio.

CACulator.io helps PE, VC, and family office teams turn SaaS metrics, pre-board Q&A, benchmarks, and follow-ups into decision-focused board meetings — not static deck reviews.

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Custom pricing — sales-assisted rollout. Premium for individual companies remains self-serve via Stripe.

Private equity

Run a consistent SaaS operating review across platform companies without rebuilding templates each quarter.

Venture capital

See board readiness and unresolved pre-meeting questions before you join the live session.

Family offices

Keep a single firm-branded view of portco reporting cadence, metrics, and follow-through.

Operating partners & advisors

Track operating-partner follow-ups and benchmark portcos inside your firm cohort and the broader network.

Why firms choose CACulator

A board workflow that compounds with the benchmark network.

Building calculators in-house is easy. Maintaining a growing, anonymized SaaS cohort network with defensible methodology is not. CACulator.io connects your portfolio operating rhythm to that network so every board cycle gets sharper context.

Standardize the board pack

Firm-level SaaS board templates and required narrative sections keep every portco on the same operating storyline.

Resolve questions before the meeting

Pre-board Q&A and readiness dashboards surface unresolved threads so partners spend less time reading decks live.

Benchmark with context

Compare within your portfolio cohort and against anonymized CACulator.io SaaS benchmarks when sample thresholds are met.

Close the loop after the board

Operating-partner follow-ups stay tied to the board workflow — not a separate comment thread.

Portfolio tier

What's included

Investor / Portfolio is designed for firms managing multiple SaaS companies — not a single startup on Premium. We do not offer private-label domains, Slack, legal minutes, or e-signature in this tier today.

Firm-branded investor workspace with logo and accent color
Multiple portfolio companies with standardized SaaS board templates
Pre-board Q&A and board readiness dashboard across the portfolio
Portfolio reporting status and cadence visibility per portco
Investor and operator roles (owner, admin, operating partner, viewer)
AI board-prep summaries for linked portco books (fair-use monthly quota)
Benchmark within your firm's portfolio cohort
Anonymized CACulator.io SaaS cohort benchmarks when sample thresholds are met
Operating-partner follow-up tracking tied to board workflow

Anonymized cohort benchmarks only appear when privacy and sample-size thresholds are met. Your firm also sees internal portfolio cohort comparisons across linked portcos.

Talk to us

Custom pricing for PE, VC, family offices, operating partners, and portfolio advisors.

Typical rollout:

Firm workspace + branding
Portfolio companies + templates
Board Q&A and readiness monitoring
Operator roles and follow-up workflow

Request demo

Request a portfolio demo

Tell us about your firm and portfolio. We'll follow up with pricing and a tailored walkthrough — no Stripe checkout.