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Overview

Trackers let you define any metric you want to follow across your portfolio companies. Concrete uses AI to generate the tracker configuration from a plain-language description, then automatically extracts values from emails, files, and meeting content as it arrives. Creating a tracker takes three steps: describe and configure scope, refine the generated configuration, then preview extracted values before publishing.

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Steps

1

Describe the Tracker

Navigate to Trackers and click New Tracker to open the setup dialog.Enter a plain-language description of what you want to track.Examples:
  • ARR
  • Months of runway
  • Is the company fundraising?
  • Key risks the founder flagged this month
Then pick which companies use this tracker, who can see it, and select a company to use for a test run.Click Generate when ready. Concrete will take up to a minute to generate the tracker configuration.
2

Configure the Tracker

Review the generated configuration. Modify the instructions field to refine examples, add edge cases, or specify formatting rules.Click Run Preview to extract values from your preview company.
3

Review the Preview

Concrete runs an extraction against your preview company and shows the results as a timeline of values.
  • If values look correct, click Publish to activate the tracker
  • If something looks off, click Refine to go back and adjust the instructions or value policy, then rerun the preview
Once published, Concrete immediately begins scanning all existing content across the scoped companies to backfill historical values.

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After Publishing

Once your tracker is live:
  • Review suggested values on each company’s tracker panel and approve or reject them
  • Enter values manually for any companies that don’t have source content yet
  • Adjust scope or visibility at any time from the tracker’s Settings panel
  • Refine the extraction instructions from Settings if the tracker is missing values or picking up false positives
See Audit Trail to understand how suggested, approved, and submitted values work.