Reporting & data / Operations · PRIOR PROFESSIONAL WORK

One view of portfolio company health

Power BI reporting that brought funding, pipeline, burn rate, and shared resource use into a useful operating view.

MY ROLE

I designed and built the Power BI data model and dashboards.

The problem

A healthcare venture studio needed a consolidated view of portfolio company financial and operating health, with different information for founders and the internal studio team.

What I did

Combined CRM records, spreadsheets, and structured forms from portfolio companies into a reporting model.
Built founder views for remaining funding, funding stage, client pipeline, and company performance.
Added internal views for burn rate, developer and UI and UX usage, and resource use against studio agreements.
Created branching logic so status thresholds changed with the metric and the company's stage.

How the team used it

Track capital raised, estimated sales, company spend, funding remaining, and company health.
Compare shared resource usage with studio agreements and identify companies needing attention.

WHAT CHANGED

Gave founders and internal teams a structured view of performance and a quicker way to identify companies requiring review.

Relevant services

CONNECTED EXPERIENCE

More work to explore.

Healthcare / Reporting & data

More reliable healthcare eligibility data

Field mapping and validation for healthcare member and eligibility files, with a clear stop and correction process.

Built directly

EDI 834 · CSV & flat files

Healthcare / Reporting & data

Value based care analytics

Led the design and implementation of a healthcare analytics platform focused on utilization, costs, providers, and outcomes.

Led design & implementation

Healthcare

CRM / Healthcare

A CRM built around how each team sells

Hands on HubSpot implementations for healthcare portfolio companies starting without a reliable sales tracking system.

Built directly

HubSpot

Illustrative reconstruction based on the workflow I built or managed. No client data shown.

LET'S MAKE THE WORK EASIER.

A clearer process.
A system that works.

Have a workflow that needs a better way? Start with the work that looks closest to yours.

Explore my project examples

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