Portfolio Command Centre

Comprehensive portfolio management, asset valuation, investment decisions, and performance tracking

Portfolio Value
$14.4M

4 core assets

Total ARR
$1300K

Across all assets

Portfolio EBITDA
$415K

32% margin

ROIC
145%

Return on invested capital

PolicyPulse (Core)
operating company
$12.0M
Valuation
ARR
$950K
EBITDA
$285K
Growth
45%
Status
scaling
Recommendation
Invest heavily in sales and distribution
PolicyPulse Professional
operating company
$1.2M
Valuation
ARR
$165K
EBITDA
$35K
Growth
35%
Status
scaling
Recommendation
Continue investment, approaching profitability
Data Products
digital asset
$0.5M
Valuation
ARR
$75K
EBITDA
$50K
Growth
65%
Status
early
Recommendation
High growth, defensible moat, invest more
API Platform
digital asset
$0.8M
Valuation
ARR
$105K
EBITDA
$45K
Growth
28%
Status
scaling
Recommendation
Monitor for continued traction

Asset Classification System

Core

Primary operating businesses generating majority of revenue and cash flow

Growth

Emerging businesses with strong traction and future potential

Strategic

Assets providing strategic value, moat, or future optionality

Experimental

Early-stage concepts being tested, limited capital allocation

Harvest

Mature businesses harvesting cash flow, minimal reinvestment

Capital Allocation by Asset

Core Business (PolicyPulse)

Primary recipient of capital (60-70% of deployment)

Growth Assets (Professional, API)

Secondary recipients showing strong metrics (20-30%)

Strategic Investments (Data)

Targeted investment for defensibility (5-15%)

Experiments (New verticals)

Limited capital for hypothesis testing (<5%)

Asset Performance Indicators

Revenue & ARR

Absolute size, growth rate, and recurring percentage

Profitability & Cash Flow

EBITDA, margins, and operating cash generation

Unit Economics

Customer LTV, CAC, and payback periods

Growth Quality

Retention rates, NRR, and expansion opportunity

Strategic Value

Moat strength, distribution leverage, data value

Investment Decision Framework

INVEST MORE

Strong growth, healthy economics, strategic fit

HOLD POSITION

Profitable, stable, valuable but no expansion need

IMPROVE

Underperforming or requires significant changes

EXIT / DIVEST

Minimal strategic value, poor economics, or inconsistent focus

Portfolio Valuation Methods

Revenue Multiple

For SaaS and recurring businesses: 4-8x annual ARR depending on growth and retention

Appropriate when: Strong recurring revenue, proven retention

EBITDA Multiple

For profitable businesses: 6-12x annual EBITDA depending on growth and margins

Appropriate when: Mature businesses with strong profitability

DCF Analysis

Discounted cash flow projections, typically 10-year horizon with risk discount rate

Appropriate when: Complex growth scenarios or strategic value