portfolio-monitoring
$ npx skills add https://github.com/vcskills/portfolio-monitoringPortfolio Monitoring
Track portfolio company KPIs, board updates, and performance metrics across the full fund lifecycle.
Quick Start
Use this skill when:
- Monthly portfolio update emails have arrived and need to be logged
- A board meeting is approaching and you need to prep a packet
- You want a real-time view of portfolio health across all companies
- A company's metrics have deteriorated and you need to escalate internally
- LP reporting requires a portfolio roll-up with marks and narrative
How It Works
Portfolio Monitoring maintains a structured database of every portfolio company with their agreed reporting metrics. Each month, the skill sends automated data request templates to the appropriate contact at each company and ingests responses whether they arrive as structured data, spreadsheet attachments, or prose email updates.
Incoming data is normalized and appended to each company's time-series record. The skill then computes period-over-period changes and flags any metric that has moved beyond a configurable threshold.
Board Prep
Two weeks before each board meeting, Portfolio Monitoring assembles a board prep packet: prior meeting notes and open action items, current KPI dashboard vs. plan, competitive landscape updates, and key decisions for this meeting.
The packet is formatted for the firm's board template and shared with the deal lead for review before distribution.
Portfolio Marks
At quarter-end, the skill estimates fair value marks for each portfolio company using a combination of last round price, revenue multiples vs. public comps, and qualitative performance flags. Mark estimates are presented with methodology notes for the CFO or fund administrator to review and approve before inclusion in LP reports.