Individual skill
ai-readiness
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md
Source commit 60565064557ca77b12f62aa7877f365d111c129d
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- Observed behavior
- Instructions only
- Last checked
- Nov 9, 2026
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- 41,222
- Repository last updated
- Oct 28, 2026
- License
- Apache-2.0
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- finance Derived category
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SKILL.mdcore · 6,105 bytes
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# 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.
