KPI Aggregator

Overview

The KPI Aggregator skill collects and normalizes key performance indicators from portfolio companies for consolidated reporting. It enables standardized portfolio analysis despite varying reporting formats and metrics definitions across companies.

Capabilities

Data Collection

• Collect KPIs from multiple sources
• Support various input formats (spreadsheets, APIs, emails)
• Handle periodic collection schedules
• Track submission compliance

Metric Normalization

• Standardize metric definitions
• Normalize time periods and currencies
• Handle different accounting treatments
• Reconcile varying calculation methods

Portfolio Aggregation

• Aggregate across portfolio companies
• Calculate portfolio-level metrics
• Track sector and stage segments
• Compare to benchmarks

Trend Analysis

• Track metrics over time
• Calculate growth rates and trends
• Identify anomalies and concerns
• Generate trend visualizations

Usage

Collect Portfolio KPIs

Input: Collection period, company list
Process: Gather data from sources
Output: Raw KPI data, submission status

Normalize Metrics

Input: Raw KPI data, normalization rules
Process: Standardize definitions and formats
Output: Normalized metric dataset

Aggregate Portfolio View

Input: Normalized data, aggregation parameters
Process: Calculate portfolio metrics
Output: Portfolio summary, segment analysis

Analyze Trends

Input: Historical KPI data
Process: Calculate trends, identify patterns
Output: Trend analysis, anomaly flags

Core KPI Categories

Category	Key Metrics
Revenue	ARR, MRR, revenue growth, NRR
Unit Economics	LTV, CAC, LTV/CAC, payback
Growth	Logo growth, expansion rate
Engagement	DAU/MAU, retention, NPS
Financial	Burn rate, runway, gross margin

Integration Points

• Quarterly Portfolio Reporting: Core data collection
• Portfolio Dashboard Builder: Feed dashboard data
• Cohort Analyzer: Connect to cohort analysis
• Portfolio Reporter (Agent): Support reporting

Data Sources

• Portfolio company reporting systems
• Email-based report collection
• Carta and cap table systems
• Accounting system integrations
• Manual data entry portals

Best Practices

1. Establish clear metric definitions
2. Enforce consistent reporting periods
3. Validate data before aggregation
4. Track reporting compliance
5. Document normalization adjustments