Sample Report

See what RollForge looks like across your portfolio

Enter your details and we'll generate a branded 3-portco sample portfolio report tailored to your trade vertical — and email it to you in minutes.

Sample: Apex HVAC Portfolio

Apex HVAC TX $1.87M ARR GM 40.2%

Blue Ridge HVAC NC $1.54M ARR AR $81K>30d

Sunbelt HVAC AZ $1.72M ARR GM 41.8%

No signup required Arrives in your inbox in <60 seconds Trusted by operators at platforms managing HVAC, plumbing, and electrical roll-ups

Get your sample report

We'll personalize the cover page with your firm name and email the PDF directly to you.

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Your sample portfolio report for your firm is on its way. It typically arrives within 60 seconds.

Want to run this on your actual portfolio? Connect QuickBooks, Xero, Plaid, or upload a CSV.

What's in the report

The same output RollForge generates for your live portfolio — using illustrative demo data.

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Portfolio Cover

Combined revenue, margin, headcount, and AR strip branded with your firm name.

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Revenue Trend

9-month monthly revenue bar chart per company with seasonal patterns.

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Gross Margin Trend

Month-over-month gross margin % vs trade benchmark range.

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AR Aging Buckets

Receivables by age: current, 30d, 60d, and 90d+ overdue.

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3 Portfolio Companies

One section per portco with its own KPIs, charts, and anomaly callouts.

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Emailed as PDF

Ready to share with your operating partner or LP within minutes.