diff --git a/src/main/java/io/ventureplatform/util/InvestmentRollup.java b/src/main/java/io/ventureplatform/util/InvestmentRollup.java
new file mode 100644
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--- /dev/null
+++ b/src/main/java/io/ventureplatform/util/InvestmentRollup.java
@@ -0,0 +1,100 @@
+package io.ventureplatform.util;
+
+import java.util.Collections;
+import java.util.List;
+import java.util.Objects;
+import java.util.stream.Collectors;
+
+/**
+ * Aggregates investment data across portfolio companies
+ * for dashboard rollups.
+ *
+ * <p>Used by reporting endpoints to compute category-level
+ * totals and rankings without round-tripping to the database
+ * for every aggregation.
+ */
+public final class InvestmentRollup {
+
+  private InvestmentRollup() {
+    // utility class
+  }
+
+  /**
+   * Typed representation of a company investment entry.
+   *
+   * @param category investment category
+   * @param amount   investment amount
+   * @param name     company name
+   */
+  public record CompanyInvestment(
+      String category, long amount, String name) { }
+
+  /**
+   * Parameterized SQL filter with bind values.
+   *
+   * @param clause     SQL clause with positional placeholders
+   * @param parameters bind values for the placeholders
+   */
+  public record CategoryFilter(
+      String clause, List<String> parameters) { }
+
+  /**
+   * Sum the total investment amount for portfolio companies
+   * matching the given category. Returns 0 if no matches.
+   */
+  public static long totalInvestmentByCategory(
+      final List<CompanyInvestment> companies,
+      final String category) {
+    long total = 0;
+    for (CompanyInvestment company : companies) {
+      if (Objects.equals(category, company.category())) {
+        total += company.amount();
+      }
+    }
+    return total;
+  }
+
+  /**
+   * Find the top N companies by investment amount in the
+   * given category. If topN is not positive, defaults to a
+   * sensible upper bound.
+   */
+  public static List<CompanyInvestment> topByInvestment(
+      final List<CompanyInvestment> companies,
+      final String category,
+      final int topN) {
+    int limit = topN > 0 ? topN : 100;
+
+    return companies.stream()
+        .filter(c -> Objects.equals(
+            category, c.category()))
+        .sorted((a, b) -> Long.compare(
+            b.amount(), a.amount()))
+        .limit(limit)
+        .toList();
+  }
+
+  /**
+   * Build a parameterized SQL filter clause for legacy
+   * reporting jobs. Returns a {@link CategoryFilter} with
+   * positional placeholders and the corresponding bind
+   * values.
+   *
+   * <p>Returns {@code 1=0} with an empty parameter list
+   * when the input is empty.
+   */
+  public static CategoryFilter buildCategoryFilter(
+      final List<String> categories) {
+    if (categories == null || categories.isEmpty()) {
+      return new CategoryFilter(
+          "1=0", Collections.emptyList());
+    }
+    String placeholders = categories.stream()
+        .map(c -> "?")
+        .collect(Collectors.joining(", "));
+    String clause =
+        "category IN (" + placeholders + ")";
+    return new CategoryFilter(
+        clause, List.copyOf(categories));
+  }
+}