Portfolio AI Readiness

Workflow

Step 1: Connect to Portfolio Data

First, ask the user where the portfolio materials live. Don't assume — offer the options:

• MCP servers — data room, SharePoint, Google Drive, or a portfolio-ops database if one is connected
• Local files — a folder path on disk with quarterly decks, financials, board packs
• File uploads — drag PDFs, PowerPoint, or Excel directly into the conversation

Once connected, pull quarterly updates, board decks, and financials for the portfolio (or a subset). For each company, extract: sector, revenue, headcount by function, tech stack mentioned, and any AI/automation initiatives already in flight.

If the user provides a single company, still run the scan but skip the cross-portfolio ranking.

Ask up front if not obvious from materials:

• Hold period remaining per company (AI payback matters less 12 months from exit)
• Whether any portco has already deployed something that worked