For growth equity
Portfolio intelligence built for growth investors.
ARR, NRR, burn, cohorts — extracted from every monthly KPI pack on a consistent definition across the fund. Spot drift before the next update.
- Onboard in a week
- No portco onboarding
- Every number cited to source
- EU or US data residency
- Never trained on your data
What growth-equity teams use Haydn for.
Monthly KPI work — from metric normalization to cohort watching to pipeline tracking — without the spreadsheet slog.
SaaS metrics, normalized
ARR, NRR, GRR, LTV/CAC, magic number, Rule of 40 — extracted from every portco's MRR waterfall or finance deck, on a consistent definition across the fund.
Cohort retention & expansion
Retention curves, NRR by cohort, expansion attribution — pulled from every monthly KPI pack, so you spot net-dollar degradation with the source quote cited, before the next board meeting.
Plan variance & burn
Revenue, burn and hiring reconciled to the operating model you underwrote — with variance flagged the moment a portco slips from plan. Burn multiple and months of runway, tied to the latest KPI pack.
Pipeline & bookings visibility
Quota attainment, pipeline coverage, ACV trends — pulled from every monthly sales update or board pack, so you catch a soft quarter before the CFO email lands.
Ingest. Standardize. Analyze.
Every board pack, compliance report, and management account becomes a structured, queryable view of your portfolio.
Ingest every document
Monthly KPI packs, MRR waterfalls, board decks, founder updates. Haydn parses every format — messy Excel and all — and extracts every metric, not just the headlines on the cover page.
- PDFs, decks, spreadsheets
- Messy formats handled
- Audit trail per number
Standardize across the portfolio
Every portco defines ARR differently. Compose ARR, NRR and GRR from each company's own line items on a single fund-level definition — applied automatically, every month.
- Formulas per company
- Applied automatically
- Like-for-like comparisons
Analyze with an AI that remembers
Ask anything across the portfolio in plain English. Cohort drift, plan variance, hiring commitments — answers come back in seconds, with every number cited to the exact line in the KPI pack.
- Cited to source
- Persistent memory
- Contradictions flagged
Three steps from raw document to committee-ready answer.
Connect
Connect Outlook, SharePoint, Drive, Gmail and your CRM (Affinity, Salesforce) — or forward monthly KPI packs in directly. No founder buy-in required.
Analyse
Haydn parses every KPI pack, normalizes ARR, NRR and GRR on a consistent fund-wide definition, and builds a live cohort and pipeline view for each company.
Act
Ask questions, review plan variance, track hiring and revenue commitments, and walk into the monthly check-in already knowing the answers.
An AI that reads every KPI pack, flags every drift, tracks every commitment.
Haydn sits on top of your portfolio's entire document history. Ask it anything — “Which companies have missed plan on ARR two months running?”, “What's driving the net retention dip at Apex?”, “Show me every hiring commitment Omega management has made this year.” — and get cited answers in seconds, with every claim traced back to the original KPI pack, board pack, or founder email.
- Persistent memoryEvery monthly KPI pack, founder update and board deck you've ever received, instantly queryable.
- Contradiction flagsWhen a founder's ARR definition shifts between Q2 and Q3, Haydn surfaces the change — with both sources cited.
- Commitment trackingEvery hiring plan, revenue commitment and GTM promise tracked month-over-month.
No more spreadsheets. No more chasing. No more surprises at committee.
Three portcos, three definitions of ARR — one uses committed MRR × 12, one excludes one-time, one blends services.
Haydn normalizes ARR, NRR and GRR on a single fund-level definition, with the board-pack quote cited next to each number.
Monthly KPI packs arrive as a messy Excel — merged cells, hard-coded values, pivot-table exports — nothing a script can touch.
Haydn parses the Excel you already receive — no template, no portco onboarding, no new workflow for the founder.
You walk into the monthly check-in hoping you remember what the founder promised last month.
Ask Haydn. Every commitment, every KPI, every cohort shift — from every pack — cited and ready.
See what your portfolio
actually looks like.
Thirty minutes. We'll show you how Haydn works
Every number cited to source · EU or US data residency · Never trained on your data