Your whole portfolio.Measured the same way.

Every portco tells its AI story differently — when it tells one at all. Portfolio View puts AI adoption, spend, and return for the whole portfolio on one screen, so you can see who’s ahead, where spend is outpacing results, and where to step in.

Portfolio AI performance, at a glance.

PORTCO PERFORMANCE

AI adoption, spend, and productivity return for every portco

PORTFOLIO BENCHMARK

Each portco compared against its own history and the portfolio median

TRENDS OVER TIME

Progress and outliers tracked quarter by quarter

Compare portcos, not stories

One CEO has a great narrative, another sends a spreadsheet, a third says it’s early days. None of it adds up to an answer. Portfolio View turns a stack of updates into a ranked operating view of the portfolio. See each portco’s trajectory, surface outliers early, and know which management teams to call.

Sorted by Productivity multiple ↓56 portcosLast 6 months

Know whether good is good enough

A portco can improve and still fall behind. Spaces benchmarks each company against its own history and the rest of the portfolio, revealing which gains are meaningful — and which only look good in isolation.

Make AI value creation reportable

The same portfolio view that guides operating decisions can support the value-creation story. Use consistent evidence of AI adoption, spend, and return in LP reporting, then carry that record through diligence and exit.

Fund III · portfolio AI reportQ3 2026
Median AI return
1.9×

+0.1× vs last quarter

Portfolio AI spend
$117.6K

per month

Companies reporting
56 / 56
Portfolio median AI return · six quarters
Q2 ’25Q3 ’25Q4 ’25Q1 ’26Q2 ’26Q3 ’26
Per-company rollup · AI return
4.6×Skybright
3.6×Shelfpath
3.1×Mergeline
1.4×Settleway
2.4×Wharfside
2.2×Ashgrove
2.3×Millbright
1.6×Routewell
1.5×Keepgate
1.3×Harvestwell
1.1×Wardview
1.0×Intakewell
Six-quarter median return +64%3 portcos above 3.0× AI return

Raise the floor across the portfolio

Roll Spaces out portfolio-wide and every company reports the same way from day one. Where a company needs more than a dashboard, our guided programs — AI Enablement and AI Accelerator — put experienced hands on the problem.

AI return by portcoTrailing 90 days · as of Sep 30, 2026
Portfolio floorIntakewell · 1.0×Portfolio median1.9×Portfolio leaderSkybright Cloud · 4.6×
AI EnablementA guided program, embedded with the teamAI AcceleratorHands on the problem, where a dashboard isn’t enough

Every company, every quarter, one clear picture.

Benchmark every portco, focus operating attention, and carry the value-creation story through exit with Spaces Portfolio View.