Portfolio monitoring
Athena reads each portfolio company’s board and operating packs as they arrive, extracts the metrics into a time series, flags risks and milestones with the page they came from, and drafts a note for the relationship partner, held for approval.
- Input
Board decks and monthly or quarterly operating packs, as they arrive by email or in a folder.
- What Athena does
Reads every pack, extracts and normalizes the KPIs, builds the time series, flags new funding rounds, leadership changes and risks, and drafts the note.
- Output
A KPI time series, risk and milestone flags with citations, and drafted notes for the relationship team.
The relationship partner reviews and approves every note before it goes out.
Portfolio monitoring, start to finish
Runs on: On a schedule, or when a pack arrives. Works with: Outlook, SharePoint, Snowflake, Excel, Slack.
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Verbatim from customer calls. Customers anonymized.
Send us one board pack.
We will send back the result with the citations, and you review it.