II.
Workflow JSON
Structured · liveworkflow:portfolio-company-review
Portfolio Company Review json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"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": []
}