Your portfolio data, finally in one place.

Bastion gives VC and PE teams a single source of truth for portfolio company metrics — powered by AI, delivered where you already work: Excel.

Request Early AccessSee How It Works

Built for firms managing $100M+ in AUM

Portfolio Overview
CompanyRevenueEBITDARunwayStatus
HealthStream AI$4.2M$820K18 moHealthy
FinCore Tech$2.8M$340K12 moHealthy
LogiPath$1.9M-$120K8 moReview
MediLink$890K-$210K5 moAlert
Excel Add-in
Last sync:2 min ago
Metrics:24 updated

Trusted by portfolio teams at

Portfolio data shouldn't live in 5 different places.

5+ tools

Board packs in email, KPIs in Excel, notes in Notion, updates on Slack. Sound familiar?

6+ hours/week

Analysts spend hours manually copying data between systems before every IC meeting.

Stale data

By the time your portfolio review deck is ready, the numbers are already outdated.

Bastion fixes this.

One dashboard. Every portfolio company.

See revenue, EBITDA, runway, headcount, and custom KPIs across your entire portfolio at a glance. Every data point is traced back to its source document.

Portfolio OverviewLast updated: 2 hours ago
CompanyRevenueRunwayHealth
HealthStream AI$4.2M18 moHealthy
FinCore Tech$2.8M12 moHealthy
LogiPath$1.9M8 moReview
Portfolio_Metrics.xlsx
A
B
C
1
Company
Revenue
Formula
2
HealthStream AI
$4.2M
=BASTION("Revenue")
3
FinCore Tech
$2.8M
=BASTION("Revenue")

Works where you work — inside Excel.

No new tools to learn. Bastion's Excel add-in syncs live portfolio data directly into your existing spreadsheets. Use =BASTION.METRIC() to pull any KPI into any cell.

Forward a board pack. Get structured data back.

Email board decks and financial updates to your Bastion inbox. AI extracts KPIs, generates summaries, and flags anomalies — with a human-in-the-loop review queue for anything it's not sure about.

Document Inbox

Q3 Board Deck - HealthStream.pdf

2h ago

Processed

Monthly Financials - FinCore.xlsx

5h ago

Processed

Investor Update - LogiPath.pdf

1d ago

Review Required

MediLink

Action Required

No financial update received in 127 days. Last update was Q2 Board Deck.

Know when something's off — before it's a problem.

Bastion monitors for missing updates, declining metrics, and data inconsistencies. Get proactive alerts so nothing falls through the cracks.

Up and running in under a week.

01

Connect

Link your email, set up your portfolio companies, and define your KPI schema.

02

Ingest

Forward board packs and financials. Bastion processes, extracts, and structures the data automatically.

03

Monitor

View everything in the dashboard, pull live data into Excel, and get alerts when something needs attention.

Not another dashboard you won't use.

See how Bastion compares to traditional portfolio tools and DIY solutions.

Feature
Traditional Tools
DIY (Excel + Email)
Bastion
Setup time
Weeks
Ongoing
< 1 week
Workflow change required
Excel integration
AI document processing
Data provenance
Partial
Customizable KPIs
Limited
We were spending 8 hours before every IC meeting just getting the data together. The numbers were always stale by the time we presented.
— Partner at a $500M growth equity fund

Stop chasing data. Start making decisions.

Bastion is currently in early access for select VC and PE firms.

No credit card required. Onboarding takes less than a week.