Bookless Portfolio

See who needs you.
Understand why.

Company-approved updates and private requests give venture funds a clear view of where founders need support.

Request beta access

Companies control what they share.

Portfolio Pulse: three companies publish updates, Rialto asks for a customer introduction, and the request is surfaced to the fund with its reason attached.

Portfolio PulseThree companies. One needs you.
Company-published
r.
RialtoCustomer introduction awaiting your response
Needs attention
Snapshot
2 days ago
Update
12 days ago
M
Meridian HealthNo current attention signals
Up to date
Snapshot
Yesterday
Update
4 days
R
Relay SystemsOne fund request overdue
Shared
Snapshot
5 days
Update
8 days
Founder requestRialto needs a customer introductionOpen request

The portfolio support change

Support companies without creating another reporting job.

Bookless Portfolio gives funds a current, company-approved support view while founders keep control of what they share.

When the fund drives reporting

  • Chase updates across email, spreadsheets and quarterly calls
  • Infer portfolio health from incomplete or out-of-date information
  • Let support requests disappear into private inboxes

When companies publish from Bookless

  • Receive controlled snapshots without entering company workspaces
  • See the reason behind every attention state instead of an opaque score
  • Keep fund requests and founder asks private, visible and traceable

Company controlled

Companies decide exactly what they publish. A connection never grants workspace access.

No duplicate reporting

Founders share their existing Bookless updates and operating information instead of maintaining a second reporting process for the fund.

Private by relationship

Requests, responses, and fund notes remain private between each company and fund.

Portfolio Pulse

Know where attention is needed.

Bookless Portfolio brings connected companies into one explainable operating view. Every attention state shows its reasons; there is no opaque portfolio score.

  • Snapshot and update freshness
  • Company support requests awaiting a response
  • Overdue fund information requests
  • Team and North Star context selected by the company
  • Explicit reasons when a company needs attention

Not surveillance. Signals use information a company has published and conversations private to that fund-company relationship.

r.
RialtoNeeds attention

Why this company is surfaced

  • Customer introduction request awaiting a fund response
  • Latest company update delivered 12 days ago
Snapshot 2 days agoOpaque score None

Company context

Understand the company before starting another call.

Each connected company can publish a controlled, point-in-time view of the information it wants the fund to see.

  • Team size or directional team movement
  • Company-selected North Star metrics
  • Latest delivered investor update and freshness
  • Open conversations and immutable delivered-update history
r.
RialtoSnapshot published 2 days ago
Version 4
Team24 people2 roles planned
Weekly active teams1,284Company selected
Net revenue retention112%Measured through August 31
Latest updateAugust 2026Delivered 12 days ago

Immutable delivery history
The fund sees the version it was explicitly sent.

Bookless does not infer access from a cap table, email domain, or investment record. Every connection is approved by the company.

Private conversations

Support should work in both directions.

Each request becomes a private, traceable conversation instead of disappearing into email. Other investors cannot see it.

Funds can request

  • Financial or operating context
  • Metrics and supporting explanations
  • Documents or further information
  • Governance or legal information

Companies can request

  • Customer or partner introductions
  • Hiring support
  • Fundraising help
  • Partnerships or strategic advice
r.From RialtoWaiting on fund

Introduction to retail operations leaders

“Could you introduce us to an operator who has scaled multi-site retail?”

Only Rialto and Northstar Ventures can see this.
NFrom Northstar VenturesCompany replied

Runway assumptions

“Can you add the assumptions behind the August runway view?”

Private information request · Financial context

Portfolio beta

Start with three portfolio companies.

The first three active company connections are included during the beta. Only approved, active connections consume a slot.

Companies continue to own their Bookless workspace. Portfolio pricing beyond the included companies will be introduced after the beta.

Bookless Portfolio

Support founders with context, not another reporting system.

Give founders a system they use for themselves, while giving your fund a clearer way to understand, request, and help.

Contact us