diff --git a/src/main/java/io/ventureplatform/util/InvestmentRollup.java b/src/main/java/io/ventureplatform/util/InvestmentRollup.java
new file mode 100644
index 0000000..eb71490
--- /dev/null
+++ b/src/main/java/io/ventureplatform/util/InvestmentRollup.java
@@ -0,0 +1,86 @@
+package io.ventureplatform.util;
+
+import java.util.Collections;
+import java.util.List;
+import java.util.Objects;
+
+/**
+ * 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 {
+
+  /**
+   * Typed input for rollup calculations. Callers map their domain data
+   * (entities, DTOs, query rows) to this record at the boundary.
+   */
+  public record PortfolioInvestment(String category, long amount) { }
+
+  /**
+   * Result of {@link #buildCategoryFilter(List)}: a parameterised SQL fragment
+   * and the bound parameter values, ready to be passed to a
+   * {@code PreparedStatement} or {@code JdbcTemplate}.
+   */
+  public record CategoryFilter(String sql, List<String> params) { }
+
+  private InvestmentRollup() {
+    // utility class
+  }
+
+  /**
+   * Sum the total investment amount for portfolio companies matching the
+   * given category. Returns 0 if no matches.
+   */
+  public static long totalInvestmentByCategory(
+      final List<PortfolioInvestment> companies, final String category) {
+    long total = 0;
+    for (PortfolioInvestment company : companies) {
+      if (Objects.equals(company.category(), category)) {
+        total += company.amount();
+      }
+    }
+    return total;
+  }
+
+  /**
+   * Find the top N companies by investment amount in the given category,
+   * sorted descending by amount.
+   *
+   * @throws IllegalArgumentException if {@code topN} is not positive
+   */
+  public static List<PortfolioInvestment> topByInvestment(
+      final List<PortfolioInvestment> companies,
+      final String category,
+      final int topN) {
+    if (topN <= 0) {
+      throw new IllegalArgumentException("topN must be positive, was " + topN);
+    }
+    return companies.stream()
+        .filter(c -> Objects.equals(c.category(), category))
+        .sorted((a, b) -> Long.compare(b.amount(), a.amount()))
+        .limit(topN)
+        .toList();
+  }
+
+  /**
+   * Build a parameterised SQL filter for the given categories. The returned
+   * fragment uses {@code ?} placeholders so callers can bind values through a
+   * prepared statement and avoid SQL injection.
+   *
+   * <p>If {@code categories} is null or empty, returns a clause that matches
+   * nothing ({@code 1=0}) with no parameters, so callers can compose it
+   * unconditionally without producing invalid SQL.
+   */
+  public static CategoryFilter buildCategoryFilter(final List<String> categories) {
+    if (categories == null || categories.isEmpty()) {
+      return new CategoryFilter("1=0", List.of());
+    }
+    String placeholders = String.join(", ",
+        Collections.nCopies(categories.size(), "?"));
+    return new CategoryFilter(
+        "category IN (" + placeholders + ")",
+        List.copyOf(categories));
+  }
+}