PORTFOLIO MONITORING

The resources available to help you monitor your portfolio include:

• Vicinity Ventures: Your portfolio materials in Vicinity Ventures

• Venture360: Your Portfolio Summary in Venture360 is your primary source for information on your portfolio. Log in here and use this Venture 360 User Guide to navigate.

• Company reports: Select the button below to see the latest summaries for all portfolio companies. All company reports are saved in their deal rooms in Venture360 (under Files / Investor Access / 3. Deal Monitoring).

• Monthly portfolio update calls: each month we hold a portfolio review call. You can review archives here (pw: angels). Companies also periodically present during local meetings. You can view the most recent presentation from each company via this button.

• Portfolio requests: We encourage portfolio companies to share requests that our members might be able to help them with. Select this button to review these “asks.”