Portfolio Company Progress Tracker Template

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Managing multiple portfolio companies can be overwhelming. The Portfolio Company Progress Tracker template helps you keep track of each company's progress, ensuring all key tasks and milestones are met. This tool allows you to set up individual projects for each portfolio company, track their progress, and conduct regular reviews.

With this template, you can efficiently manage and oversee the development of your portfolio companies, ensuring they stay on track and achieve their goals.

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Portfolio Company Progress Tracker for Priority Matrix

Portfolio Company Progress Tracker in Priority Matrix

Track the progress, key tasks, and milestones of your portfolio companies in one place.

You can start using Portfolio Company Progress Tracker or other Venture-Capital Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Urgent Tasks

  • Set up Portfolio Company 1 Project - due in 2 days
    ☐ Define key milestones for Company 1 ☐ Identify critical tasks for Company 1
  • Set up Portfolio Company 2 Project - due in 2 days
    ☐ Define key milestones for Company 2 ☐ Identify critical tasks for Company 2
  • Set up Portfolio Company 3 Project - due in 2 days
    ☐ Define key milestones for Company 3 ☐ Identify critical tasks for Company 3

High Impact, Long Term Goals

  • Track Company 1 progress - due in 1 week
    ☐ Review Company 1's progress report ☐ Provide feedback to Company 1
  • Track Company 2 progress - due in 1 week
    ☐ Review Company 2's progress report ☐ Provide feedback to Company 2
  • Track Company 3 progress - due in 1 week
    ☐ Review Company 3's progress report ☐ Provide feedback to Company 3

Low Impact, Quick Tasks

  • Monthly review of Company 1 - due in 1 month
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities
  • Monthly review of Company 2 - due in 1 month
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities
  • Monthly review of Company 3 - due in 1 month
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities

Low Impact, Long Term Goals

  • Quarterly review of Company 1 - due in 3 months
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities
  • Quarterly review of Company 2 - due in 3 months
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities
  • Quarterly review of Company 3 - due in 3 months
    ☐ Review financials ☐ Review performance against key metrics ☐ Discuss challenges and opportunities