Skip to content
Discuss your first workflow

Your Twin / Private equity & venture capital

Find the gapsbefore theportfolio review.

Which packs are incomplete, and what’s missing? Your Twin connects trackers in Google Sheets, packs in SharePoint and requests in Outlook, with each gap beside its period and owner.

Bring a reporting packWhy a Twin?

For operating partners, portfolio operations directors and portfolio finance directors

The portfolio Twin · Company, period, pack and owner

Connect the systems you useKeep your original records in the systems you use
Accounting · payments
Xero
SunSystems
Stripe
GoCardless
Documents · files
Microsoft 365
SharePoint
Google Drive
Knowledge · CRM
Google Docs
Google Sheets
Notion
HubSpot
Email · calendar
Gmail
Calendar
Outlook
Chat · meetings
Slack
Teams
Granola
Engineering · data
GitHub
Linear
Postgres
MySQL
SQL Server
Other connections agreed for your first workflow

Mercury Labs has delivered for

  • HM Government logo
  • Department for Education logo
  • Department for Work and Pensions logo
  • IfATE logo
  • HVM Catapult logo
  • MTC logo
  • Harrison Parrott logo
  • PrimaryBid logo
  • Augmentive logo
  • Forestreet logo
  • LVF Creative Studio logo

Client work by Mercury Labs, the team behind your Twin.

Which packs are incomplete? And what’s missing?

Ask across the reporting register, the packs and the requests. See each gap beside its period and follow-up owner.

Sample workspace

A replay of a session in a sample workspace: an investment firm asks which portfolio companies still have gaps in the reporting pack, the Twin checks its reporting register, the tracker in Google Sheets, the packs in SharePoint and the requests in Outlook, the answer streams in with each gap and owner, then the first company's record opens.

Every gap in view before the review.

The operating team sees what each company has sent, which period it covers and who is following up.

  1. 01

    Find the reporting gap.

    Compare the expected pack with the records received.

  2. 02

    Keep periods visible.

    See which month each figure or document covers.

  3. 03

    Prepare the right questions.

    Bring unresolved points and their owners into the review.

The records behind every answer.

Your team works from the same reporting packs the Twin answers from, each with its status, owner and next step.

Sample workspace

The Portfolio channel in a sample workspace, switching through its saved views of the reporting packs: a table sorted by the Company column, a board grouped by status, a calendar by last requested, and the Pack review dashboard, with what needs attention and the records by status, owner and date; then the channel's Overview, with what changed today. The replay above answers from these records.

How you start.

Core from £2,000 a month with a dedicated, managed deployment, AI usage from £250 a month and optional engineering at £1,200 a day. See pricing

  1. 01 · First conversation

    Choose the review.

    Choose the reporting pack your team rebuilds each month.

  2. 02 · Week 1

    Agree the sources.

    Agree which systems to connect and who can access the records.

  3. 03 · Week 2

    Check it with your team.

    Check the result against real examples. Expand where it helps your team.

A clear starting point.

  • No. This workflow prepares evidence for your team. Valuation and investment decisions stay with you.

More questions

Your first workflow

Start with the reporting pack your team rebuilds each month.

We look at it with you first. Then we agree which systems to connect and who can see the records, and check the result with your team in two focused weeks.

Bring a reporting packPartner with Mercury Labs