Total ARR

$2.11M

60 accounts

↑ +$59K vs prior snapshot

ARR at Risk

$1.51M

45 accounts (Yellow + Red)

71.4% of portfolio

Avg Northstar Score

52.3

Portfolio engagement index

↑ +2.2 vs prior snapshot

Urgent Renewals

Within 90 days

$105.8K ARR at stake

Sentiment Distribution

60 accounts

Green

$573.9K ARR

Yellow

$1.44M ARR

Red

$70.2K ARR

N/A

$30.3K ARR

MOST ENGAGED

NS > 67

NO CADENCE

Mtg not scheduled

ARR by Sentiment

🟢 Green — Healthy

14 accounts · 23.3%

$573.9K

🟡 Yellow — Neutral

41 accounts · 68.3%

$1.44M

🔴 Red — At Risk

4 accounts · 6.7%

$70.2K

ARR by Tier

Enterprise (22)$904.8K

Advanced (24)$769.1K

Scale (13)$410.5K

Feature Adoption — L30 Days

↗ Amplitude

Modified Entity Attribute

27.8%

of DAU · 6.1×/session

Added List Entry

20.9%

of DAU · 2.9×/session

Added Note

19.5%

of DAU · 3.0×/session

Added Reminder

3.5%

of DAU · 4.0×/session

Month-over-Month WAU

↗

	Account	Prev	Curr	MoM Δ
1	Madrona VG	52	51	▼ -1.92%
2	BDev Ventures	28	28	— 0.0%
3	Base10 Partners	29	27	▼ -6.9%
4	Wing VC	24	23	▼ -4.17%
5	Woodside Cap.	24	22	▼ -8.33%
6	Amplify Partners	22	21	▼ -4.55%
7	The GP	24	24	— 0.0%
8	Owl Ventures	19	20	▲ +5.26%

🔔 Urgent Renewals

3 within 90d

Jump Capital

Enterprise · Yellow · NS 69

⚠ No meeting scheduled

17 days

04/01/2026

$40.7K ARR

Makers Fund

Advanced · Yellow · NS 67

Next mtg: 05/20/2026

46 days

04/30/2026

$30.6K ARR

Helena

Enterprise · Yellow · NS 64

Next mtg: 03/16/2026

62 days

05/16/2026

$34.5K ARR

Upcoming 90–180 days

Costanoa Ventures110d · $36.5K

Owl Ventures101d · $40.1K

Village Global108d · $38.3K

Madrona VG101d · $105.3K

⚡ Accounts Needing Attention

BAG Ventures

Churn notice received · NS 10 · 0% LUI · Escalated

$18.6K

True Ventures

NS 9 (Least Engaged) · LUI 0.17 · No QBR

$18.9K

North Point Associates

NS 14 (Least Engaged) · Red sentiment · Low LUI

$14.2K

Jump Capital

Renews 04/01 (17d) · No meeting scheduled · Yellow

$40.7K

TheGP

NS 23 · 0% LUI · $51.5K ARR at risk

$51.5K

Weatherford Capital

NS 25 · 0% LUI · 8 open seats · In onboarding

$36.5K

Village Global

Renews 07/01 · Fragile relationship · No mtg scheduled

$38.3K

Ajinomoto

Last contact: 06/2024 · No meeting scheduled · NS 33

$42.3K

WAU Leaders

↗

Madrona VG

BDev Ventures

Base10

Village Global

Woodside Cap.

Costanoa

NewView Cap.

Wing VC

Amplify Partners

Crosslink Cap.

Account Portfolio

60 accounts

Account ↕	Sentiment	ARR ↕	NS Score ↕	Engagement	LUI ↕	Tier	Open Seats	Renewal ↕	Next Meeting	Cadence

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