Kruncher’s List of Signals

This page contains a list of characteristics and signals that Kruncher recognizes and tracks.

CHARACTERISTIC: An identifier of a state of being (Example: Company has a Solo Founder).
SIGNAL: Positive signals identify company growth. Negative signals identify company decline.
Showing 227 of 227 in all categories
Business ModelSignal

Business Model Pivot

Major pivot of the company’s business model detected. This may indicate strategic course correction based on market learnings.

InvestmentSignal

Tier 1 VC Investment Announced

Presence of Tier 1 VC investors. This may indicate strong market validation, competitive deal dynamics, or higher likelihood of successful exit given backing from top-tier investors.

InvestmentSignal

Announced Series C

Company has announced a Series C round. This may indicate maturation beyond early-stage risk, proven business model, and approaching growth equity or pre-IPO stage.

InvestmentSignal

Fundraising in Last 3 Months

Fundraising activity within last 3 months. This may indicate recent capital needs, imminent close opportunity, or market timing for competitive positioning in the deal.

InvestmentSignal

Fundraising in Last 6 Months

Fundraising activity within last 6 months. This may indicate active capital-raising mode, potential deal flow opportunity, or the need to accelerate diligence before round closure.

InvestmentSignal

Fundraising in Last 12 Months

Fundraising activity within last 12 months. This may indicate fundraising cadence, capital deployment pace, or upcoming runway constraints requiring new capital.

InvestmentSignal

Valuation Changed

Detection that valuation has changed. This may indicate market repricing, up-round or down-round dynamics, or inflection points in company performance affecting investor perception.

InvestmentSignal

New Investment Received

Detection of new investments. This may indicate fresh capital availability, runway extension, validation from new investors, or changing cap table dynamics.

InvestmentSignal

Started Fundraising

Company started fundraising. This may indicate optimal entry timing for deal evaluation, competitive positioning opportunity, or early-stage conversation advantage before process heats up.

MarketSignal

Web Traffic Visit Last Month

Total website visits last month. This provides a real-time indicator of customer interest, brand awareness, and top-of-funnel health especially for digital-first businesses.

MarketSignal

Competitor Raised More than $120M

A direct competitor has raised more than $120M. This may indicate increased competitive pressure, market validation, or the need for your portfolio company to accelerate growth or fundraising to maintain market position.

Missing DataSignal

No Update >90 Days on Key Data

No update on company's Revenue/Customers/Cash data for more than 90 days.

TeamSignal

New C-Level Member Joined

Indication that a new C-Level personnel has joined the company. This may signal company maturation, preparation for scaling, or filling critical capability gaps ahead of growth.

TeamSignal

C-Level Member Left

Indication that a C-Level personnel has left the company. This could be an early warning sign of strategic misalignment, cultural issues, or execution challenges.

TeamSignal

Director Left

A VP, Lead, Director, or Senior level employee left the company. This may indicate organizational instability, leadership challenges, or strategic pivots that warrant deeper investigation.

TeamSignal

Director Hired

A VP, Lead, Director, or Senior level employee joined the company. This may indicate organizational strengthening or major growth movements.

TeamSignal

Senior Sales Roles Posted (5+)

Company has posted more than 5 senior sales roles in a single month. This aggressive sales hiring may indicate strong pipeline confidence, preparation for market expansion, and belief in near-term revenue acceleration opportunities.

TeamSignal

Expenses (Tech)

Total tech spending (HR, software, tools). This indicates the company's investment in infrastructure and whether spending levels are appropriate for the stage and growth trajectory.

TeamSignal

Expenses (Sales and Marketing)

Sales & marketing expenses. This indicates the company's growth investment intensity and, when compared to revenue, reveals efficiency of the go-to-market motion.

TeamSignal

Expenses (Admin)

Administrative expenses. This indicates operational overhead levels and whether the company is maintaining lean operations or experiencing bloat.

TeamSignal

Number Of New Offices

Number of new offices in different countries. This geographic expansion may indicate market validation across regions and increased operational complexity that requires careful scaling management.

TractionSignal

New Geography Expansion

Company’s expansion into a new geographic market. This may signal readiness to scale.

TractionSignal

New Product Launch

Launch of a new core product or service by the company. This may indicate innovation velocity, but may also indicate lack of focus or pivoting away from the original thesis.

TractionSignal

Reach Product-Market Fit

Achieving product-market fit as an indicator of business viability. This dramatically reduces investment risk and indicates readiness for aggressive growth capital deployment.

TractionSignal

Cost Per Acquisition Last 1M

Customer acquisition cost in the last month. This provides the most current read on marketing efficiency and whether unit economics are improving or deteriorating.

TractionSignal

Cost Per Acquisition 3M Avg

Average CAC in the last 3 months. This smooths out monthly volatility to reveal quarterly trends in customer acquisition efficiency and marketing channel performance.

TractionSignal

Cost Per Acquisition 12M Avg

Average CAC in last 12 months. This establishes a baseline for evaluating whether recent improvements or deteriorations represent sustainable trends or temporary fluctuations.

TractionSignal

New Relevant Customer

The company has successfully onboarded a relevant customer. This may validate product-market fit and demonstrates sales execution capability, with each new customer reducing market risk.

TractionSignal

Denial of Regulatory Approval

A regulatory institution has denied a relevant approval, license, or certification for the company's product or operations. This may indicate a significant setback that may delay market entry, require product redesign, or fundamentally challenge the business model's viability.

TractionSignal

New Regulatory Approval

A regulatory institution has granted a relevant approval, license, or certification for the company's product or operations. This removes go-to-market barriers and de-risks the investment by validating compliance and enabling commercialization.

TractionSignal

New Relevant News

Relevant news is public. This increases brand visibility and market awareness, potentially accelerating customer acquisition and partnership opportunities.

TractionSignal

Instagram Followers 1M Growth

Change in Instagram followers in the last month. A high number indicates a temporary spike of increasing momentum in brand awareness acceleration.

TractionSignal

LinkedIn Followers 1M Growth

Change in LinkedIn followers in the last month. A high number may indicate a temporary spike of expanding professional influence and B2B thought leadership trajectory.

TractionSignal

TikTok Followers 1M Growth

Change in TikTok followers in the last month. A high number may indicate a temporary spike of viral growth velocity, critical for consumer brands targeting rapid market penetration.

TractionSignal

Facebook Followers 1M Growth

Change in Facebook followers in the last month. A high number may indicate a temporary spike of community building momentum and organic reach expansion.

TractionSignal

X/Twitter Followers 1M Growth

Change in X/Twitter followers in the last month. A high number may indicate a temporary spike of growing influence in professional conversations and real-time engagement strength.

TractionSignal

Instagram Followers 3M Growth

Change in Instagram followers in the last 3 months. A high number provides a trend view of sustained brand building effectiveness beyond short-term spikes.

TractionSignal

LinkedIn Followers 3M Growth

Change in LinkedIn followers in the last 3 months. A high number may indicate consistent thought leadership development and professional network expansion.

TractionSignal

TikTok Followers 3M Growth

Change in TikTok followers in the last 3 months. A high number may indicate sustained content-market fit and ability to maintain viral momentum.

TractionSignal

Facebook Followers 3M Growth

Change in Facebook followers in the last 3 months. A high number may indicate durability of community engagement and organic growth strategies.

TractionSignal

X/Twitter Followers 3M Growth

Change in X/Twitter followers in the last 3 months. A high number may indicate sustained relevance in professional discourse and consistent engagement quality.

TractionSignal

Paid Online Traffic Last 1M

Money spent on online traffic in the last month. This may indicate the most current marketing investment intensity and commitment to customer acquisition.

TractionSignal

Paid Online Traffic Last 3M

Money spent on online traffic in the last 3 months. This may indicate sustained marketing spend levels and indicates confidence in unit economics.

TractionSignal

Paid Online Traffic Last 12M

Money spent on online traffic in the last 12 months. This annual view may indicate marketing budget evolution and scaling of customer acquisition infrastructure.

TractionSignal

Follower Growth 1M Absolute

Followers gained across all platforms in the last month. This may indicate total social momentum and current effectiveness of content and growth strategies.

TractionSignal

Follower Growth 1M Percentage

Percentage change in followers across all platforms in the last month. This normalized growth metric enables short-term benchmarking regardless of absolute audience size.

TractionSignal

Follower Growth 3M Absolute

Followers gained across all platforms in the last 3 months. This may indicate sustained brand building momentum beyond monthly volatility.

TractionSignal

Follower Growth 3M Percentage

Percentage change in followers across all platforms in the last 3 months. This trend may indicate whether growth is accelerating, stable, or decelerating.

TractionSignal

Job Openings Growth 1M

[Shown as a percentage] Change in job openings in the last month. This may indicate immediate-term hiring velocity and response to recent traction or funding.

TractionSignal

Job Openings Growth 3M

[Shown as a percentage] Change in job openings in the last 3 months. This may indicate sustained hiring momentum and consistent business growth.

TractionSignal

Job Openings Growth 6M

[Shown as a percentage] Change in job openings in the last 6 months. This medium-term trend may indicate organizational scaling trajectory and confidence in business trajectory.

TractionSignal

Job Openings Growth 12M

[Shown as a percentage] Change in job openings in the last 12 months. This annual perspective may indicate dramatic organizational expansion indicating strong business performance.

TractionSignal

Job Openings Increase

The company has 3 new job openings in the last month. This threshold signals active hiring mode and immediate growth needs.

TractionSignal

Company Connection Growth 1M

Change in company connections in the last month. This indicates any business relationship changes that happened recently.

TractionSignal

Company Connection Growth 3M

Change in company connections in the last 3 months. This trend shows sustained business development effectiveness and network expansion.

TractionSignal

Company Connection Increased

The company has more than 3 new business connections in the last month. This threshold may indicates active partnership development and aggresive market presence.

TractionSignal

Company Connection Decreased

The company has its business connections decreased in the last month. This partnership losses or platform integration removals may indicate churn or technical difficulties.

TractionSignal

Web Traffic Growth 1M

Monthly web traffic growth in percentage. This indicates current demand trajectory and top-of-funnel health for digital businesses.

TractionSignal

Web Traffic Growth 3M

Three-month web traffic growth in percentage. This smoothed trend removes monthly noise to show a truer, sustained momentum.

TractionSignal

Web Traffic Growth 6M

Six-month web traffic growth in percentage.

TractionSignal

Web Traffic Growth 12M

Twelve-month web traffic growth in percentage.

TractionSignal

Employee Growth 1M

Monthly employee growth. This immediate hiring velocity may indicate current scaling speed and organizational expansion pace.

TractionSignal

Employee Growth 3M

Quarterly employee growth. This may indicate sustained talent acquisition momentum typically following funding or traction milestones.

TractionSignal

Employee Growth 1Y

Annual employee growth. Significance in this metric may indicate organizational scaling and business maturation.

TractionSignal

Customer Growth 3M

Growth in customer base over 3 months. This customer acquisition velocity may indicate current GTM effectiveness.

TractionSignal

Customer Growth 12M

Growth in customer base over 12 months. This annual metric may indicate sustained ability to add customers and scale the business.

TractionSignal

Churn Rate Change 3M

Change in churn rate over 3 months. This trend may indicate whether retention is improving or deteriorating, affecting unit economics and growth efficiency.

TractionSignal

EBITDA Increase

Growth in EBITDA since previous analysis. This profitability improvement may indicate operating leverage and path to sustainable unit economics.

TractionSignal

Margin Increase

Increase in profit margins. This may indicate pricing power or operational improvements that may enhance returns.

TractionSignal

Revenue Increase

Growth in revenue since previous analysis. This top-line metric may indicate product-market fit and market demand strength.

TractionSignal

Revenue Growth 1M

Revenue growth over 1 month. This immediate-term metric captures current sales momentum and booking velocity.

TractionSignal

Revenue Growth 3M

Revenue growth over 3 months. This quarterly trend may indicate sustained revenue acceleration beyond monthly volatility.

TractionSignal

Revenue Growth 6M

Revenue growth over 6 months. This medium-term view shows consistency of growth trajectory through multiple quarters.

TractionSignal

Revenue Growth 12M

Revenue growth over the last 12 months. This annual growth rate may indicate valuation multiples and growth stage classification.

TractionSignal

Monthly Burn Rate Avg Last 3M

Average burn rate over the last 3 months. This cash consumption rate may indicate operational efficiency and funding needs timeline.

TractionSignal

Monthly Burn Rate Latest

Current monthly burn rate. This most recent cash usage may indicate whether spending is accelerating or under control.

TractionSignal

Revenue Increase >40% YoY

Yearly revenue increase above 40%. This threshold represents ""Rule of 40"" growth component that may indicate high-growth trajectory.

TractionSignal

Revenue MoM Growth (%)

Revenue month-over-month growth (percentage). This may indicate short-term sales momentum, product-market fit strength, or the effectiveness of recent GTM initiatives.

TractionSignal

Revenue YoY Growth (%)

Revenue year-over-year growth (percentage). This may indicate sustainable growth trajectory while accounting for seasonal variations and long-term business performance.

TractionSignal

MoM Growth Above 20%

Month-over-month growth exceeds 20%. This may indicate exceptional near-term acceleration, successful product launches, or early signals of hypergrowth potential.

TractionSignal

YoY Growth Above 10%

Year-over-year growth exceeds 10%. This may indicate healthy sustained growth and the company's ability to scale operations effectively over time.

TractionSignal

Negative News About Company

Layoffs/poor culture/broadly negative coverage. This may indicate operational challenges, cultural dysfunction, financial distress, or reputational risks requiring immediate attention.

TractionSignal

Financing Round Closing in 6M

A round expected to close within six months. This may indicate upcoming dilution, capital availability, or potential valuation reset that could affect your ownership and follow-on strategy.

TractionSignal

Increase Employees 20% MoM

Monthly increase of employees by 20%. This may indicate aggressive scaling, recent funding deployment, or preparation for significant business expansion.

TractionSignal

Increase Employees 40% MoM

Monthly increase of employees by 40%. This may indicate hypergrowth mode, major market opportunity pursuit, or potential overextension requiring cash burn monitoring.

TractionSignal

Decrease Employees 20% MoM

Monthly decrease of employees by 20%. This may indicate restructuring, cost optimization efforts, runway concerns, or strategic pivot away from certain initiatives.

TractionSignal

Increase Web Traffic 20% MoM

Monthly increase of web traffic by 20%. This may indicate growing brand awareness, successful marketing campaigns, or increasing inbound demand for the product.

TractionSignal

Increase Web Traffic 40% MoM

Monthly increase of web traffic by 40%. This may indicate viral growth, major press coverage, or breakthrough marketing success driving significant top-of-funnel expansion.

TractionSignal

Decrease Web Traffic 20% MoM

Monthly decrease of web traffic by 20%. This may indicate declining brand interest, reduced marketing spend, competitive displacement, or product-market fit concerns.

Business ModelCharacteristic

Focus Business Model

The company’s business model (B2C, B2C, etc.) is a focus in investment criteria.

Business ModelCharacteristic

Deal Breaker Business Model

The company's business model (B2C, B2C, etc.) is considered a deal breaker in investment criteria.

Business ModelCharacteristic

Focus Monthly Revenue

The defined Monthly Revenue considered as a focus in the Investment Criteria.

Business ModelCharacteristic

Deal Breaker Monthly Revenue

The defined Monthly Revenue considered as a deal breaker in the Investment Criteria.

Business ModelCharacteristic

Capital Intensive Business

The company's business model requires significant upfront investment. This may indicate higher funding requirements and longer payback periods, which may impact return multiples and exit timeline expectations.

Business ModelCharacteristic

High Profit Margin Business Model

The company's business model projects profit margins above 50%. This may indicate strong unit economics and pricing power that can drive great profitability at scale.

Business ModelCharacteristic

Ability to Scale

The company's potential for rapid geographical expansion with minimal friction. This may indicate efficient operations and a business model capable of exponential growth without proportional cost increases.

Business ModelCharacteristic

Number of Patents

Number of patents found online. This provides insight into defensibility of the technology and potential barriers to competitive replication.

Business ModelCharacteristic

Business Model One Sentence

One-sentence description of the business model.

Business ModelCharacteristic

Has Recurring Revenue

Business model includes recurring revenue. This may indicate predictable cash flows and higher valuation multiples due to improved revenue visibility and customer LTV.

Business ModelCharacteristic

Is Copycat

Copycat of an existing company in a new market. This may indicate a reduction of product risk through proven-model validation, but may face challenges in differentiation and competitive positioning.

Business ModelCharacteristic

First Mover

First mover in geography/industry. This may indicate easier early market capture opportunity and brand establishment.

Business ModelCharacteristic

High Barrier to Entry

Product/market has significant entry barriers. This may indicate the investment being more defensible against competitive threats.

Business ModelCharacteristic

High Gross Margin

Gross margins are high. This may indicate strong pricing power and operational efficiency.

InvestmentCharacteristic

Latest Funding Round Size

Size of latest funding round in USD. This may indicate current capital availability for growth initiatives and investor's confidence level in the company's trajectory.

InvestmentCharacteristic

Latest Funding Round Type

Type of latest funding round. This stage classification (Seed, Series A/B/C, etc.) signals company maturity, dilution history, and proximity to exit events.

InvestmentCharacteristic

Latest Funding Round Date

Date of latest funding round. This timing information may indicate runway urgency and whether the company is approaching its next funding inflection point.

InvestmentCharacteristic

Total Funding Raised

Total capital raised in USD. This cumulative investment may indicate overall capital efficiency and how much dilution existing shareholders have taken to reach current scale.

InvestmentCharacteristic

Number of Funding Rounds

Count of funding rounds closed. This fundraising frequency may indicate capital efficiency; fewer rounds suggest better execution, while many rounds may signal struggles or pivot history.

InvestmentCharacteristic

Investor Count

Total number of investors. This syndicate size may indicate fundraising approach and whether the cap table is clean or fragmented.

InvestmentCharacteristic

Lead Investors

List of lead investors. This investor quality signal may indicate social proof through brand-name backing and indicates access to follow-on capital and strategic support.

InvestmentCharacteristic

Acquisition Price

Acquisition price in USD. This exit value enables return calculation and provides benchmarking data for comparable transactions in the sector.

InvestmentCharacteristic

Latest Company Valuation

Company’s valuation after last round. This may indicate market perception of company worth, pricing for potential follow-on investment, or comparison benchmark against similar-stage companies.

InvestmentCharacteristic

Last Valuation Date

Date of last valuation. This recency indicator may indicate whether current valuation reflects recent performance or outdated.

InvestmentCharacteristic

Valuation to Revenue Multiple

Valuation/revenue multiple. This key metric benchmarks pricing against comparable companies and may indicate whether the valuation is attractive, fair, or expensive relative to fundamentals.

InvestmentCharacteristic

Valuation to ARR Multiple

Valuation/ARR multiple. This SaaS-specific metric reveals pricing relative to predictable recurring revenue and enables comparison against public market software multiples.

InvestmentCharacteristic

Top Tier VC (US Top 25)

Funding received from a top-tier US VC. This may indicate institutional validation, access to premium investor networks, and increased probability of follow-on funding availability.

InvestmentCharacteristic

YC Incubated

Company incubated by Y Combinator.

InvestmentCharacteristic

% Previous Investors in Last Round

Percentage of prior investors who re-upped last round. This may indicate existing investor confidence in the business trajectory or concerns if previous backers chose not to participate.

InvestmentCharacteristic

Total Funds Raised

Cumulative funds raised. This may indicate capital efficiency, runway visibility, market competitiveness, or potential dilution impact on earlier investors.

InvestmentCharacteristic

Investment Needs (Amount)

Amount of capital sought. This may indicate company's growth ambitions, capital intensity requirements, or potential ownership percentage available at entry.

MarketCharacteristic

CAGR Below 5%

Company is in a market/industry where CAGR is below 5%. This may indicate a mature or declining market, requiring exceptional execution to achieve venture-scale returns.

MarketCharacteristic

CAGR 5-10%

Company is in a market/industry where CAGR is between 5–10%. This may indicate a steady growth market that provides moderate expansion opportunities but may require market share capture for exceptional outcomes.

MarketCharacteristic

CAGR Above 10%

Company is in a market/industry where CAGR is above 10%. This may indicate strong secular tailwinds that can accelerate company growth even with average execution, reducing market timing risk.

MarketCharacteristic

TAM Above $1 Billion

Company is in a market/industry where TAM exceeds $1B. This may indicate sufficient market size to support a venture-scale outcome, though competitive dynamics will determine actual capturable value.

MarketCharacteristic

TAM Above $10 Billion

Company is in a market/industry where TAM is above $10B. This provides room for multiple large players and increases probability of achieving unicorn status with meaningful market share.

MarketCharacteristic

TAM Above $100 Billion

Company is in a market/industry where TAM is above $100B. This massive market size enables decacorn potential and suggests the company can grow for years without hitting market saturation.

MarketCharacteristic

TAM Above $1 Trillion

Company is in a market/industry where TAM is above $1T. This represents transformative market opportunities where even small penetration rates can yield exceptional outcomes.

MarketCharacteristic

SAM Above $100 Million

Company is in a market/industry where SAM exceeds $100M. This indicates a viable niche opportunity but may limit exit valuation and scaling potential.

MarketCharacteristic

SAM Above $1 Billion

Company is in a market/industry where SAM is above $1B. A SAM of this size supports building a significant standalone business with meaningful revenue potential.

MarketCharacteristic

SAM Above $10 Billion

Company is in a market/industry where SAM is above $10B. This may indicate a clear line of sight to substantial revenue scale within the investment horizon.

MarketCharacteristic

SAM Above $100 Billion

Company is in a market/industry where SAM is above $100B. This expansive serviceable market may reduce execution risk by providing multiple pathways to achieve target outcomes.

MarketCharacteristic

Days to 250 Monthly Visits

Time to reach 250 monthly site visits. This early traction metric may indicate initial market validation speed and effectiveness of the earliest marketing efforts.

MarketCharacteristic

Days to 500 Monthly Visits

Time to reach 500 monthly site visits. This may indicate growing awareness and helps establish baseline growth velocity for benchmarking against similar companies.

MarketCharacteristic

Days to 1000 Monthly Visits

Time to reach 1,000 monthly site visits. This may indicate emerging product interest and provides insight into the company's ability to generate sustainable organic traffic.

MarketCharacteristic

Days to 10,000 Monthly Visits

Time to reach 10,000 monthly site visits. This may indicate meaningful market traction and sufficient traffic volume to begin optimizing conversion funnels and unit economics.

MarketCharacteristic

Days to 100,000 Monthly Visits

Time to reach 100,000 monthly site visits. This indicates strong market pull and brand momentum that typically correlates with inflection point growth in key business metrics.

MarketCharacteristic

Days to 1M Monthly Visits

Time to reach 1M monthly site visits. This milestone indicates substantial market presence and a top-of-funnel volume that can support significant revenue scale.

Missing DataCharacteristic

No Website

No website detected.

Missing DataCharacteristic

No LinkedIn

No LinkedIn of the person detected.

Missing DataCharacteristic

No Tech Employees

No tech employees detected.

Missing DataCharacteristic

No Business Model Info

Missing business model information.

Missing DataCharacteristic

No Revenue Info

Missing revenue information.

Missing DataCharacteristic

No Employee Info

Missing employee information.

Missing DataCharacteristic

No Market Info

Missing market information.

Missing DataCharacteristic

No Team Info

Missing team information.

Missing DataCharacteristic

No Funding Info

Missing funding information.

Missing DataCharacteristic

No Investor Info

Missing investor information.

Missing DataCharacteristic

No Acquisition Info

Missing acquisition information.

Missing DataCharacteristic

No Valuation Info

Missing valuation information.

Missing DataCharacteristic

Missing Critical Data (Screening)

Missing Customers/Revenue/Investment Needs data.

Portfolio FitCharacteristic

Deal Breaker Company Country

Company’s country is a deal breaker for portfolio.

Portfolio FitCharacteristic

Deal Breaker Company Stage

Company’s stage is a deal breaker for portfolio.

Portfolio FitCharacteristic

Deal Breaker Company Industry

Company’s industry is a deal breaker for portfolio.

Portfolio FitCharacteristic

Focus Company Country

Company’s country is a focus for portfolio.

Portfolio FitCharacteristic

Focus Company Stage

Company’s stage is a focus for portfolio.

Portfolio FitCharacteristic

Focus Company Industry

Company’s industry is a focus for portfolio.

Portfolio FitCharacteristic

Is VC Backable

Company is VC backable per investment criteria. This may indicate alignment with your fund's thesis and return potential requirements.

Portfolio FitCharacteristic

Is Portfolio Company

Indicates if the company is part of the portfolio.

Portfolio FitCharacteristic

Is Competitor of Portfolio Company

Indicates if the company competes with a portfolio company. This may indicate potential conflict of interest, competitive intelligence value, or the need to protect existing portfolio investments.

Portfolio FitCharacteristic

Direct Competitor of Portfolio Company

Presence of direct competitors vs portfolio.

Portfolio FitCharacteristic

Part of Portfolio Ecosystem

Company fits within ecosystem of portfolio companies. This may indicate synergy opportunities, cross-selling potential, or strategic value through portfolio network effects.

Portfolio FitCharacteristic

Exchange Services with Portfolio

Company can exchange services with portfolio companies. This may indicate opportunities for value creation through portfolio collaboration, cost reduction, or accelerated growth via internal partnerships.

TeamCharacteristic

More Than Three Founders

Presence of more than three (co)founders in a company. This may indicate potential governance challenges and/or slowed execution speed.

TeamCharacteristic

Solo Founder

Company only has one founder. This may indicate speedy execution but potential risk of single-point-of-failure in leadership and limited execution capacity.

TeamCharacteristic

Founder with Sales Experience

Founding Team’s cumulative sales experience is greater than 5 years. This may indicate strong GTM capabilities and higher likelihood of achieving early traction and revenue milestones.

TeamCharacteristic

Complementary Founders

Diverse skills (sales, product, tech, operations, etc.) among founders as a team strength. This may indicate balanced capabilities across all business aspects.

TeamCharacteristic

Founder(s) with Top Employer Experience

Founders’ experience at top startups as a team advantage. Exposure to high-performance cultures and proven playbooks may indicate accelerated company building.

TeamCharacteristic

Founder(s) with Top University Alumni

Founders’ education at top universities as a team asset. This may indicate access to valuable alumni networks and intellectual rigor that correlates with problem-solving ability.

TeamCharacteristic

Founder(s) with Startup Experience

Founder(s) with previous startup experience as a predictive success factor. This may indicate familiarity with the fundraising cycle and scaling challenges.

TeamCharacteristic

Founder(s) with Fundraising Experience

Capability of founder(s) to raise funds as an entrepreneurial skill. This may indicate the team can effectively articulate vision to investors and navigate subsequent funding rounds.

TeamCharacteristic

Founder(s) with Exit Experience

Founder(s) with previous successful business exits. This may indicate proven ability to create and capture value, significantly de-risking the investment.

TeamCharacteristic

Founder(s) Key Achievements

Founder(s) with significant accomplishments compared to peers. This may indicate exceptional execution capability and increases the likelihood of building a category-defining company.

TeamCharacteristic

Founder(s) Domain Expertise 5 Years

Founder(s) with more than five years of a domain expertise. This may indicate deep understanding of customer pain points and industry dynamics critical for product-market fit.

TeamCharacteristic

Founder(s) Domain Expertise 10 Years

Founder(s) with more than ten years of a domain expertise. This may indicate mastery-level knowledge and established industry relationships that can accelerate market penetration.

TeamCharacteristic

Founder With Own Money Invested Bootstrapped Founder

Founder(s) invested in the company with their own money (bootstrapping). This may indicate strong conviction in the business and skin in the game.

TeamCharacteristic

Woman Founder

At least one founder is a woman. This indicates team diversity and may provide access to underserved markets or unique customer insights.

TeamCharacteristic

Woman CEO

The CEO is a woman. This indicates team diversity and may provide access to underserved markets or unique customer insights.

TeamCharacteristic

Founder with Technical Background

At least one founder has a technical (engineering/computer science) background. This may indicate faster, more holistic product iteration and innovation.

TeamCharacteristic

Founders Relatives

Founders are related (e.g., married, siblings, parent/child). This may indicate exceptionally strong trust and alignment but may also present governance challenges during conflicts.

TeamCharacteristic

Founders' Average Age

Average age of founder(s). This provides context for evaluating energy levels, risk tolerance, and life-stage considerations that may affect long-term commitment.

TeamCharacteristic

Number of Founders and Executives

Total number of founders and executives. This metric helps assess whether the leadership team is appropriately sized for the company's current stage and complexity.

TeamCharacteristic

Founder(s) With Sales Experience in VC

Founder(s) with 0–1 sales experience in startups and in the same domain/culture/company stage. This precise experience match may indicate that the founder understands the specific GTM motion required for the current business context, reducing time to product-market fit.

TeamCharacteristic

Founder(s) From Corporate

Founder(s) has top MNC employer experience. This background may indicate exposure to operational excellence and best practices, though may require validation that the founder can adapt to startup velocity and ambiguity.

TeamCharacteristic

Glassdoor Rating

Overall Glassdoor rating of the company. This employee satisfaction metric may indicate talent retention, recruiting effectiveness, and whether cultural issues could derail execution or trigger key person departures.

TeamCharacteristic

Tech Employees Percentage

Share of employees in tech roles. This may indicate whether the company is maintaining appropriate technical capacity for product development.

TeamCharacteristic

Tech Employees Number

Number of employees in tech roles.

TeamCharacteristic

Employees Current Count

Current employee count. This serves as a key proxy for company scale, burn rate, and operational complexity at the current stage.

TeamCharacteristic

Team Salary Estimation

Estimated salary expenses. This may help to project runway and predict retention.

TeamCharacteristic

Last Founder Update

Date of last update from founders. Long gaps may indicate avoidance during challenging periods or poor investor relations discipline.

TeamCharacteristic

Founding Year

Year when the company was founded.

TractionCharacteristic

Company Closed

The company has closed down/ceased operations entirely.

TractionCharacteristic

Company Acquired

The company has been acquired. This liquidity event enables return realization and portfolio value crystallization, though exit multiples will determine success.

TractionCharacteristic

Instagram Followers

The number of followers on the company’s Instagram account. A high number may indicate brand reach and engagement for consumer-facing or B2C businesses.

TractionCharacteristic

LinkedIn Followers

The number of LinkedIn followers. A high number may indicate professional network strength and thought leadership positioning, particularly relevant for B2B companies.

TractionCharacteristic

TikTok Followers

The number of TikTok followers. A high number may indicate virality potential and Gen Z market penetration for brands targeting younger demographics.

TractionCharacteristic

Facebook Followers

The number of Facebook followers. A high number may indicate broad consumer reach and community building, particularly for companies targeting millennial and older demographics.

TractionCharacteristic

X/Twitter Followers

The number of X/Twitter followers. A high number may indicate real-time engagement capability and influence within tech, media, and professional communities.

TractionCharacteristic

Time to Reach 10 Employees

Days since incorporation to reach 10 employees. Provides an initial benchmark for traction and founder(s)' ability to attract talent and secure early funding.

TractionCharacteristic

Time to Reach 25 Employees

Days since incorporation to reach 25 employees. Provides a benchmark for product-market fit achievement and transition from founding team to functional organization.

TractionCharacteristic

Time to Reach 50 Employees

Days since incorporation to reach 50 employees. Provides a benchmark for scaling capability and typically correlates with Series A/B funding success.

TractionCharacteristic

Time to Reach 100 Employees

Days since incorporation to reach 100 employees. Provides a benchmark for a proven business model and management's ability to build organizational infrastructure at scale.

TractionCharacteristic

Time to Reach 250 Employees

Days since incorporation to reach 250 employees. Provides a benchmark that indicates market leadership trajectory and operational excellence in talent acquisition.

TractionCharacteristic

Followers Across All Platforms

Number of followers across Instagram, Facebook, LinkedIn, X/Twitter, and TikTok. This aggregate social reach indicates total brand awareness and omni-channel presence strength.

TractionCharacteristic

Job Openings

The number of job openings currently on the company's website. This forward-looking metric may indicate growth and expected business expansion.

TractionCharacteristic

Company Connections

Number of company connections on the website. This business relationship network size indicates partnership ecosystem strength and market positioning.

TractionCharacteristic

Total Customers

Total number of customers. This absolute metric provides context for growth rates and indicates overall business scale.

TractionCharacteristic

Churn Rate

Percentage of customers lost over a specific period of time. This retention metric may indicate product stickiness and long-term revenue sustainability.

TractionCharacteristic

Revenue Annualized

Annualized revenue in USD. This projection may help to size the business and compare to valuation metrics.

TractionCharacteristic

Revenue Last Quarter

Quarterly revenue in USD. This recent performance indicator shows actual achieved revenue in the most recent period.

TractionCharacteristic

Revenue Last Month

Monthly revenue in USD. This may indicate current financial health, sales velocity, and the company's ability to generate consistent income.

TractionCharacteristic

EBITDA Annualized

Annualized EBITDA in USD. This profitability metric (projected annually) may indicate operating leverage and cash generation potential.

TractionCharacteristic

EBITDA Last Quarter

Quarterly EBITDA in USD. This recent profitability performance may indicate whether the path to positive unit economics is on track.

TractionCharacteristic

Profit Margin (%)

Profit margins as a percentage. This may indicate pricing power and operating efficiency determining return potential.

TractionCharacteristic

Paying Customers

Total number of paying customers. This may indicate monetization capability and real revenue beyond free users.

TractionCharacteristic

Great Online Reviews

Analysis of online reviews for reputation. This customer satisfaction proxy may indicate retention, expansion revenue, and organic growth potential.

TractionCharacteristic

Total Sales

Most recent total sales (USD). This top-line metric may indicate current business scale context for evaluating growth rates.

TractionCharacteristic

Cash On Hand

Available cash on hand in USD. This liquidity metric may indicate runway and urgency for next funding round.

TractionCharacteristic

LTV/CAC Above 3

The Lifetime Value / Customer Acquisition exceeds 3, which may indicate sustainable growth and attractive returns.

TractionCharacteristic

Latest ARR

Annual Recurring Revenue. This may indicate predictable revenue base and provides valuation benchmark for software businesses.

TractionCharacteristic

Latest MRR

Monthly Recurring Revenue. This recurring revenue view shows current run-rate and month-over-month growth velocity.

TractionCharacteristic

ARR Multiple

ARR multiple compared to valuation. This may indicate whether the company is overvalued, undervalued, or fairly priced relative to comparable SaaS businesses.

TractionCharacteristic

ARR Greater Than $1M

Annual recurring revenue exceeds $1M. This may indicate that the company has achieved initial product-market fit and crossed a critical threshold for institutional investor interest.

TractionCharacteristic

Fortune 500 Partnership

Partnership/customer relationship with a Fortune 500 company. This may indicate enterprise credibility, revenue stability, and the ability to sell into large organizations with complex procurement processes.

TractionCharacteristic

Financing Stage: Series A or B

Company is in Series A or B.

TractionCharacteristic

Financing Stage: Seed or Pre-Seed

Company is in Seed or Pre-Seed.

TractionCharacteristic

Revenue Between $2M and $20M

Indicates revenue in target band.

TractionCharacteristic

Positive Client Satisfaction

Customers report high satisfaction with company's product and/or services. This may indicate strong product-market fit, low churn risk, and potential for organic growth through word-of-mouth and expansion revenue.