Recommendations
Curated recommendations from our experts for your portfolio. Click a company to see its recommendations.
From our expert team · Updated regularly
By company
Click a company to view recommendations for that company.
Demo Company Alpha
Cash and margin focus
- Runway < 12 months — recommend 13-week cash flow and liquidity buffer target
- Gross margin below sector — suggest margin discipline and receivable cycle review
- Follow up on next monthly report for progress on burn and collections
Demo Startup One
Stable — maintain oversight
- Healthy runway and margin; continue monthly reporting cadence
- Optional: suggest structural improvements (recurring revenue, margin policy) in next board touchpoint
Demo Ventures Ltd
Strong metrics — scale with discipline
- MRR growth and runway in good range
- Recommend maintaining SKU-level margin and cash conversion cycle tracking before further scale
Portfolio-level
Suggested focus order
From our experts · 2 Feb 2026
- Companies with runway < 12 mo: cash flow and receivables
- Companies with margin below 6%: margin improvement and OPEX review
- All: ensure monthly/quarterly report cadence and benchmark comparison