Portfolio Health Scoring Made Simple

Turn subjective business assessments into standardised, formula-driven health scores with AI-powered insights.

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Portfolio Overview AI Analysis
Attention Required (1) Nexus Group -24

Sterling Ltd

Technology

91
+12

Apex Manufacturing

Industrial

84
+8

Horizon Partners

Consulting

76
+5

Nexus Group

Retail

52
-24

The Problem with Portfolio Assessment

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Subjective Judgements

Different analysts give different scores for the same business. No consistency.

!

Time-Consuming

Manual portfolio reviews take weeks. By the time you finish, data is stale.

!

Hidden Risks

Without standardised metrics, underperforming businesses slip through the cracks.

Benchiva: Objective Portfolio Intelligence

We combine formula-driven scoring with AI analysis to give you consistent, actionable health scores across your entire portfolio.

1

Formula-Driven Consistency

Every business scored using the same methodology. No more subjective variation between analysts.

2

AI-Enhanced Insights

Our AI analyses patterns and surfaces recommendations you might miss in manual reviews.

Everything You Need for Portfolio Health

Comprehensive tools to assess, monitor, and improve your SME portfolio performance.

Health Scoring

Score businesses across 7 key areas with our proven formula.

AI Insights

Get intelligent recommendations based on portfolio patterns.

Portfolio View

See your entire portfolio health at a glance on one dashboard.

Export Reports

Generate professional PDF reports for stakeholders.

How It Works

Get started in three simple steps

1

Upload Your Data

Import your portfolio businesses via spreadsheet or API integration.

2

Score Automatically

Our formula calculates health scores across all key business areas.

3

Get AI Insights

Receive intelligent recommendations to improve portfolio performance.

Book a Demo

See how Benchiva can transform your portfolio health assessments