Every workspace in a different tab
Signals remain fragmented across owned businesses and client operations.
01
For multi-business founders
Run every business separately.
Read the portfolio together.
Never mix the money.
Portfolio HQ gives founders one control center across owned and client workspaces while preserving authorization, currency and commercial context.
Portfolio HQ · Cross-workspace · Currency separation
Illustrative product view
Portfolio HQWorkspace overviewSeptember| Workspace | Mode | Currency | Net | Alerts |
|---|---|---|---|---|
| Owned business A | Native | EUR | €387.5k | 1 |
| Client business A | Connected | EUR | €225k | 2 |
| Owned business B | Native | USD | $184.2k | 0 |
Illustrative generic workspaces. No personal founder business names are exposed.
The portfolio gap
One founder view should not become one misleading total.
Portfolio control means moving from a group signal into the exact workspace, landing, product or seller that produced it, with currencies kept separate.
Currencies flattened
A single revenue total becomes meaningless when EUR and USD are added without an approved conversion contract.
02Best performers without context
A landing, product or seller can only be ranked when the selected metric and its denominator are valid.
03KEY METRICSRead rates and money in their proper context.
Product views
A portfolio signal that always has a destination.
Open a currency lane, compare compatible records and continue into the workspace that produced the signal.
Portfolio HQWorkspace overviewSeptember| Workspace | Mode | Currency | Net | Alerts |
|---|---|---|---|---|
| Owned business A | Native | EUR | €387.5k | 1 |
| Client business A | Connected | EUR | €225k | 2 |
| Owned business B | Native | USD | $184.2k | 0 |
Illustrative generic workspaces. No personal founder business names are exposed.
Best performersValid comparisons30 days| Record | Workspace | Metric | Value | Evidence |
|---|---|---|---|---|
| Landing A | Owned A | Rev / visitor | €81 | Valid |
| Product B | Client A | Net collected | €96k | Valid |
| Seller C | Owned B | Close rate | Unavailable | Policy differs |
Unavailable denominators and incompatible seller policies prevent a blind rank.
Owned and client
Keep business type, access and commercial terms visible at workspace level.
Currency lanes
Compare EUR with EUR and USD with USD. No hidden FX and no mixed total.
Actionable alerts
Move from an outstanding, target or data-quality alert into the exact workspace evidence.
From your question to a decision
Which business needs you first?
Read each workspace in its own currency and source-of-truth mode. Prioritize outstanding balances and data gaps before comparing performance across businesses.
WORKING RESOURCES
Practical tools for better decisions.
Open six browser-only tools with transparent formulas, unavailable states and no account or submission.
START WITH A WALKTHROUGH
Start with the portfolio decisions that matter.
The walkthrough maps the authorized workspaces, currencies and comparisons needed for one reliable control center.
First conversationFocused on fit and evidence
No account or provider connection is created by the request.
- Owned and client workspace map
- Currency separation
- Comparable metric policy
- Alert and drill-down priorities
Questions, answered plainly
What Portfolio operators need to know.
What you can explore today, and what needs a separate setup before use.
Can Orbital total EUR and USD together?
No. Original currencies remain in separate lanes unless a future approved conversion contract exists.
Can I compare owned and client businesses?
Yes, with explicit portfolio authorization and clear workspace type. Client commercial values remain separately defined.
How many workspaces can I compare?
The current comparison model supports selecting two to six authorized workspaces.
What happens when KPI policies differ?
Orbital warns, keeps the policy visible and prevents a blind seller ranking.
REQUEST A WALKTHROUGH
Bring this commercial picture into focus.
Tell us what you operate and which decision you need to improve. We’ll make the first conversation relevant to that context.