iiRecord
Agentic AI Atlas · Portfolio Company Review
workflow:portfolio-company-reviewa5c.ai
II.
Workflow JSON

workflow:portfolio-company-review

Structured · live

Portfolio Company Review json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · workflows/workflows/workflows-venture-capital.yamlCluster · workflows
Record JSON
{
  "id": "workflow:portfolio-company-review",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-venture-capital.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Portfolio Company Review",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "quarterly",
    "complexity": "cross-team",
    "description": "Reviews portfolio company health against investment milestones --\nanalyzing reported KPIs (MRR, burn rate, runway, NRR), benchmarking\ngrowth against cohort peers, assessing board-deck narrative\nconsistency with financial data, evaluating follow-on funding\nreadiness, identifying companies needing operational intervention or\nbridge support, and updating portfolio valuation marks. Produces\nquarterly portfolio review deck and watch-list updates. Excludes\nfund-level LP reporting.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:portfolio-company-review",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "role:engineering-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "skill-area:data-quality",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "domain:venture-capital",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "domain:finance",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "domain:operations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "responsibility:cost-optimization",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "org-unit:finance-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:portfolio-company-review",
      "to": "org-unit:operations-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}