โ† All Use Cases
๐Ÿ“ˆ Investment Intelligence

What if your portfolio could think?

Investing generates information โ€” rarely understanding. PhyloAI connects founder updates, GST/MCA filings, commodity prices, hiring velocity, Amazon rankings and competitor signals into one portfolio ontology โ€” delivering daily briefings, cross-portfolio opportunity detection and early intervention recommendations.

Portfolio Intelligence โ€” Live
Priority Alert ยท Company A
Early distress โ€” 5 converging signals
Hiring โˆ’62% ยท MCA filing delayed ยท Reviews down 0.4โ˜…
Cross-Portfolio Opportunity
Competitor stalled โ€” market share window for Co. B
Competitor hiring freeze ยท Your portfolio co. gaining Amazon rankings
Competitor Launch ยท Sector Watch
New product launch detected โ€” assess portfolio impact
Competitor raised Series B ยท GTM acceleration recommended
3
At Risk
12
Signals Today
2
Opportunities
Problem Data Sources Ontology Forecasting Solutions Continuous Learning
The Problem

Investing generates information. Rarely generates understanding.

Founders curate board decks. PhyloAI reads what they don't show โ€” and answers the question leadership asks between reviews: What changed since last week?

Without continuous intelligence
  • Portfolio reviews rely on founder-curated board decks
  • GST/MCA filing delays discovered at audit, not in real time
  • Hiring deceleration invisible until headcount is already cut
  • Review and app store trends checked manually, if at all
  • Intervention happens at the board meeting โ€” too late
With PhyloAI portfolio intelligence
  • Daily briefings on every portfolio company's signal activity
  • GST/MCA anomalies flagged within days of occurrence
  • Hiring velocity tracked continuously via LinkedIn and job boards
  • Review sentiment and marketplace rankings monitored automatically
  • Recommended actions assigned before the next board cycle
01

Founder updates lag reality

Monthly updates frame positively. External signals โ€” filings, hiring, reviews โ€” tell a different story weeks earlier.

02

No monitoring between check-ins

Between quarterly reviews, portfolio companies can deteriorate significantly with no independent oversight.

03

Competitive blind spots

Competitor fundraising, product launches and hiring surges affect your portfolio โ€” but aren't tracked systematically.

Data Sources

Connect data across every signal that matters to your portfolio

Most connectors are custom-built. PhyloAI maps your portfolio ontology first, then connects the sensors that feed it.

๐Ÿ“‹ Founder Updates ๐Ÿ“‘ Board Decks ๐Ÿ’ฐ GST / MCA Filings ๐Ÿ‘ฅ LinkedIn Hiring โญ App Store Reviews ๐Ÿ† Marketplace Rankings ๐ŸŽฏ Competitor Signals ๐Ÿ“ˆ Commodity Prices ๐Ÿ›’ Amazon Rankings ๐Ÿ“ฐ News & Media ๐Ÿค– Custom APIs
๐Ÿ“‹

Founder Communications

Email updates, board reports, sentiment shifts and commitment signals parsed automatically.

๐Ÿ’ฐ

Regulatory Filings

GST returns, MCA filings, annual reports โ€” anomalies and delays surfaced in days.

๐Ÿ‘ฅ

Hiring Velocity

LinkedIn, Naukri, platform data โ€” deceleration is often the earliest distress signal.

โญ

Consumer Sentiment

Google reviews, app store ratings, platform reviews โ€” product and ops issues surface early.

Distress Signal Index โ€” Portfolio Co. D
JanFebMarAprMay
Converging Signals
5
Hiring ยท Reviews ยท MCA ยท News ยท Founder update
Confidence
High
Multi-source corroboration
Portfolio Ontology

Your investment thesis, encoded โ€” not generic BI rules

PhyloAI builds a portfolio-specific ontology: which KPIs matter per company, what thresholds trigger alerts, how signals combine into distress scores, and who owns each intervention.

๐Ÿข

Portfolio Co.

Stage, sector, thesis, board seat

๐Ÿ“Š

KPI Ontology

Runway, burn, NRR, hiring, reviews

โšก

Signal Rules

Thresholds, combinations, weights

๐ŸŽฏ

Distress Score

Converging signal confidence

โœ…

Action & Owner

Founder call, bridge prep, board item

Rule exampleIf hiring velocity drops >40% AND MCA filing delayed >30 days โ†’ High distress signal
KPI exampleApp store rating trend, GST filing timeliness, founder update sentiment score
Action exampleSchedule founder check-in โ†’ Assign to Fund Manager โ†’ Track outcome at next review
Forecasting & Scenarios

Model runway and intervention outcomes before you act

Ask what happens if a portfolio company continues current trajectory โ€” or if you intervene now. Scenarios grounded in live signal data, not static spreadsheets.

Runway Projection โ€” Co. D (3 scenarios)
Now+3mo+6mo+9mo+12mo
Baseline

No intervention โ€” current trajectory

Runway exhausts in ~8 months based on current burn and hiring deceleration signals.

Intervention

Founder check-in + bridge prep this month

Extends runway 4โ€“6 months. Reduces distress score if hiring stabilises within 60 days.

Opportunity

Competitor stall โ€” market share capture

Co. B gaining reviews while competitor hiring freezes. Recommend accelerated GTM spend.

Solutions

From signal to board-ready action โ€” in one system

1

Detect

Multi-source signals monitored continuously

2

Reason

Ontology explains why signals matter

3

Forecast

Scenarios model intervention outcomes

4

Act

Specific actions assigned to owners

5

Learn

Outcomes refine future signal rules

๐Ÿ“…

Daily Investment Briefings

Every morning: priority alerts, cross-portfolio opportunities and competitor launches โ€” ranked by severity with recommended actions per company.

See briefing format โ†’
๐Ÿ’ฌ

Portfolio Q&A

"Which companies show early distress?" "What changed at Co. X this month?" โ€” answered from live ontology, instantly.

Try example queries โ†’
๐Ÿ”

AI-Assisted Diligence

Cross-reference founder claims against GST filings, hiring data, reviews and competitor activity โ€” surfacing gaps before board meetings.

See diligence workflow โ†’
๐ŸŽฏ

Cross-Portfolio Opportunities

Detect when competitor stalls, market windows open, or portfolio companies can share resources โ€” opportunities invisible in siloed reviews.

See opportunity example โ†‘
โš ๏ธ

Converging Signal Alerts

Immediate alerts when multiple independent signals align โ€” hiring + filings + reviews + founder sentiment.

See alert example โ†“
๐Ÿ“Š

Executive Briefings

Board-ready summaries with signal context, intervention recommendations and outcome tracking from the last review cycle.

See briefing format โ†’
Portfolio Alert
Detected this morning ยท Portfolio Co. D
Early distress โ€” hiring deceleration and review sentiment shift
LinkedIn + App Store + MCA ยท 5 converging signals
Signals
Hiring velocity โˆ’62% over 3 months. App rating โˆ’0.4โ˜…. MCA filing delayed 34 days. Founder update positive but metrics absent.
Recommended Action
Schedule founder call this week. Review last 2 quarters independently. Assess bridge round readiness before next board cycle.
Assigned To
๐Ÿ’ผ
Fund Manager
Portfolio oversight
๐Ÿงฌ

Every intervention outcome feeds back into your portfolio ontology โ€” signal rules get sharper with each board cycle.

Continuous Learning

Intelligence that improves with every board cycle

1

Signal detected & action taken

Fund manager schedules founder call based on converging distress signals. Action logged in PhyloAI.

2

Outcome tracked at next review

Did hiring stabilise? Did runway extend? Was the signal accurate? Outcome data captured automatically.

3

Ontology rules refined

Signal weights, thresholds and combination rules updated based on what actually predicted distress vs. false positives.

4

Better predictions next quarter

Each cycle makes the system more accurate for your specific portfolio, sector mix and investment thesis.

Build your portfolio intelligence layer

Tell us about your portfolio. We map your ontology and show exactly which signals PhyloAI would monitor โ€” typically scoped as an 8-week design partnership across 5โ€“15 portfolio companies.