Your Portfolio Is Talking.
You Are Not In The Room.
Founders say things on podcasts they would never put in a board update. Sentinel listens to every episode, matches it to your holdings, and flags the damage before Monday morning meetings.
Seraphina turns long-form podcast audio into intelligence you cannot get anywhere else.
Text is managed. Audio is not.
Board decks are rehearsed and press releases are lawyered. Put a founder on a two hour podcast with a friendly host and no comms team, and the truth arrives unprompted.
Every holding, watched
When a portfolio company admits to a runway problem on air, you know that morning, not at the next board meeting.
The people, not the logo
Founders talk about the round that nearly failed and the metric they will not put in writing. We track their voices too.
Their book, your eyes
Point Sentinel at a rival fund's portfolio and watch their positions crack in real time.
From fund name to live surveillance in under a minute.
Name your fund
We pull your portfolio and up to three founders per company automatically. If you are in stealth, or your book is not public, type your holdings in directly and we track them exactly the same way.
We listen to everything
Every episode, matched against your names. Because we track founders alongside companies, we can tell Loom the startup from a loom in a mill. Your feed stays clean.
You get the bad news first
A briefing at 07:00 your time, ranked by severity rather than by clock. The worst thing anyone said about your book sits at the top.
This is what your Monday looks like.
Portfolio entity: Loom
"We had to bypass standard provisioning to absorb the load, and honestly the database is a systemic breach waiting to happen."
Nobody sent you this. No analyst flagged it. A founder said it out loud to an audience of four hundred people, and the only reason you know is that something was listening.
One missed signal costs more than a year of Sentinel.
A single down round you saw coming, one competitor position you front-ran, one founder problem caught a quarter early. The maths is not close.
Telemetry Sandbox
- See how often your book is discussed, and how badly
- Every risk flag and severity score, uncapped
- Quotes, sources and audio stay sealed
- Prove the signal exists before you commit
Sentinel Lite
- 40 companies and founders watched
- Hear the runway problem before the board deck does
- 07:00 briefing, worst news first
- Full quotes, sources and audio
Sentinel Base
- 100 companies and founders watched
- Watch 2 rival funds and 20 of their holdings
- Know which of their companies is quietly raising
- Whole investment team, IC-ready briefings
Sentinel Alpha
- 300 entities across the whole book
- Watch 5 rival funds and 75 of their holdings
- Pipes into Affinity and Salesforce, deal flow intact
- Uncapped seats, LP viewers included
What partners actually ask.
My founders already send me monthly updates.+
They do, and those updates are written to keep you calm. The version a founder gives a friendly host on a two hour podcast is not. We have watched founders describe a bridge round on air weeks before the board saw a deck. The gap between what you are told and what is said out loud is the entire product.
How is this different from a media monitoring tool?+
Media monitoring reads press releases and text, which are drafted by comms teams and lawyers. We listen to unscripted long-form audio, where nobody is editing and the guardrails fail. Different corpus, different truth, and almost nobody is reading it because it is thousands of hours a week.
Can I watch a rival fund's book?+
Yes, from Base upwards. Name the fund, we surface their holdings, and you tick only the positions worth watching. When one of their companies starts talking about a raise, a pivot or a customer loss, you hear it at the same time their partners do.
One of my companies is called Scale. Will this be noise?+
No. Generic names are the reason most tracking tools are unusable for investors. When a name is an ordinary word, we only accept the mention if a founder, an alias or unmistakable business context sits beside it in the transcript. Someone scaling a recipe never reaches your dashboard.
What do I actually put in front of the partnership?+
One click produces a briefing for the trailing week: mention velocity per holding, the negative context worth reading in full, and your share of voice against tracked competitors. It exports to PDF for the IC and CSV for the analysts, so nobody spends Sunday assembling it.
Who on my team can see what?+
Partners hold full control including billing and entities. Principals and analysts can track and read but cannot touch the commercials. LP viewers see the telemetry and the reports without being able to change a thing, which makes it safe to share upward.
Where does the data come from, and is that a problem?+
Public podcast transcripts. Nothing private, nothing behind a login, nothing a founder did not choose to say into a microphone in front of an audience. It is sitting in the open, which is exactly why nobody is reading it.
Someone is talking about your book right now.
Find out what they said, before the people around the table do.
Track My Portfolio