vc-portfolio-research
VC portfolio research (demo-safe)
Analyzes a venture capital or private equity firm's portfolio companies to surface how those companies use your product — product penetration, plan mix, usage, AI adoption, and open CRM pipeline.
The core judgment is the demo-safe split: the partner-facing document excludes all financial figures (no ARR, revenue, or deal amounts). A separate internal spreadsheet keeps full account-level detail — including ARR — for your team only.
Typical trigger: paste a firm portfolio URL and ask for a usage / portco analysis, or a "demo-safe portfolio summary."
One-liner: paste a VC/PE portfolio URL → the skill runs → you get a partner-safe doc of product usage, AI adoption, and pipeline across the portfolio, plus an internal sheet with the ARR detail your team needs.
How it runs
- Extract the portfolio — fetch and parse the firm's portfolio page (with fallbacks for JS-rendered sites; a pasted company list works when the site doesn't scrape cleanly).
- Match accounts by email domain — resolve each portfolio company to an account in the data warehouse: paying status, plan type, tasks used (past 30 days), AI feature milestones, and ARR.
- Pull open pipeline — open CRM opportunities by company domain (deal name, stage, close date, owner).
- Produce the two-artifact output (below), then update a portfolio registry entry (firm, date, doc/sheet links, portco → domain → account IDs) so downstream skills — like pipeline-overlap analysis — can reuse the portfolio mapping without re-scraping.