Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.
Full portfolio health dashboard
409A expired → Critical
100%
100%
409A ~45 days → Warning
0%
100%
Option pool <2% → Critical
100%
100%
Option pool 3–5% → Warning
100%
100%
Note maturity overdue → Critical
100%
100%
Note maturity ~60 days → Warning
0%
100%
SAFE >20% cap → Warning
0%
100%
BLUF lead with counts
100%
100%
Critical-first sort order
100%
100%
Date format MMM d, yyyy
100%
100%
Scan date and count shown
100%
100%
409A expiry coverage audit
Expired 409A → Critical
100%
100%
No 409A → Critical
66%
100%
No-409A company not skipped
100%
100%
409A within 90 days → Warning
75%
100%
409A within 90–180 days → Info
33%
100%
409A within 90–180 days → Info (second case)
25%
100%
Healthy 409A → no alert
100%
100%
Date format MMM d, yyyy
0%
100%
Scan date and company count
100%
100%
Option pool and debt maturity risk
Option pool <2% → Critical
30%
100%
Option pool 2–5% → Warning
0%
100%
Option pool 5–10% → Info
25%
100%
Option pool >10% → no alert
100%
100%
Note maturity past → Critical
100%
100%
Note maturity ~76 days → Warning
0%
100%
Note maturity ~139 days → Info
0%
100%
SAFE sum > 20% → Warning
16%
100%
SAFE amounts summed
100%
100%
Date format MMM d, yyyy
60%
100%
Scan date and company count
100%
100%
Critical-first ordering
40%
100%
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Table of Contents
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