II.
Workflow overview
Reference · liveworkflow:portfolio-company-review
Portfolio Company Review overview
Reviews portfolio company health against investment milestones -- analyzing reported KPIs (MRR, burn rate, runway, NRR), benchmarking growth against cohort peers, assessing board-deck narrative consistency with financial data, evaluating follow-on funding readiness, identifying companies needing operational intervention or bridge support, and updating portfolio valuation marks. Produces quarterly portfolio review deck and watch-list updates. Excludes fund-level LP reporting.
Attributes
displayName
Portfolio Company Review
workflowKind
governance
triggerType
scheduled
typicalCadence
quarterly
complexity
cross-team
description
Reviews portfolio company health against investment milestones --
analyzing reported KPIs (MRR, burn rate, runway, NRR), benchmarking
growth against cohort peers, assessing board-deck narrative
consistency with financial data, evaluating follow-on funding
readiness, identifying companies needing operational intervention or
bridge support, and updating portfolio valuation marks. Produces
quarterly portfolio review deck and watch-list updates. Excludes
fund-level LP reporting.
Outgoing edges
applies_to_domain3
- domain:venture-capital·DomainVenture Capital
- domain:finance·DomainFinance
- domain:operations·DomainOperations
involves_role3
- role:planner·RolePlanner
- role:data-scientist·RoleData Scientist
- role:engineering-manager·RoleEngineering Manager
performed_by_org_unit2
- org-unit:finance-team·OrgUnitFinance Team
- org-unit:operations-team·OrgUnitOperations Team
requires_skill_area2
- skill-area:python-data-pipelines·SkillAreaPython Data Pipelines
- skill-area:data-quality·SkillAreaData Quality
triggers_responsibility2
- responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
- responsibility:cost-optimization·Responsibility
Incoming edges
None.