Portfolio Management

Every holding. Every KPI.
One dashboard.

Solstice Portfolio Management gives you a live view of ARR, burn rate, runway, headcount, and FMV across every holding in your portfolio - always current, always in one place.

$38.9M
Total ARR (portfolio)
$349M
Combined FMV
22 mo
Avg runway
Portfolio Dashboard

Stop chasing KPI updates. They come to you.

The portfolio dashboard pulls live KPI data across every holding - ARR, burn, runway, headcount, and FMV - displayed in a single unified view. No more chasing spreadsheet updates from portfolio companies.

  • Unified view of all holdings and their KPIs
  • Status flags surface companies that need attention
  • Benchmark each holding against sector peers
  • Drill into any company for full KPI history
Portfolio Overview
Live
CompanyARRRunwayFMVStatus
Aether Labs
AI Infrastructure
$8.4M
+18%
22 mo$62MOn track
Meridian Bio
BioTech
$2.1M
+31%
14 mo$24MWatch
Volt Energy
Climate Tech
$22.6M
+41%
28 mo$185MOn track
Quanta Systems
Defence Tech
$5.8M
+67%
31 mo$78MOutperforming

The metrics your IC and LPs care about.

Five core KPIs tracked live across every holding - benchmarked, contextualised, and always current.

ARR

Annual Recurring Revenue

Track ARR across every portfolio company. Benchmark against stage and sector medians.

Burn

Monthly burn rate

Monitor cash consumption in real time. Get early warnings when burn deviates from plan.

Runway

Months of cash remaining

Always know how long each holding has before it needs to raise. Surface follow-on decisions early.

Headcount

Team growth tracking

Monitor hiring velocity as a leading indicator of execution and capital deployment efficiency.

FMV

Fair Market Value

Track mark-to-market valuations across your portfolio in one unified view.

Know when a holding needs attention. Before it becomes urgent.

Solstice surfaces runway and burn anomalies automatically. When a holding deviates from its planned trajectory, you see it in the dashboard before you hear it in the board meeting.

  • Runway below 12 months - flagged automatically
  • Burn rate acceleration - highlighted with context
  • ARR growth deceleration vs. plan - tracked every quarter
RUNWAY - WATCH

Meridian Bio - 14 months remaining

Below 18-month threshold - consider follow-on timing

ARR - OUTPERFORMING

Quanta Systems - +67% YoY growth

Above plan by 18pp - consider accelerating follow-on

FMV - UPDATED

Volt Energy - FMV revised to $185M

Mark updated following Series B close at $195M post-money

Give your portfolio the visibility it deserves.

14-day free trial. Full access. No credit card required.