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vc-portfolio-research

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Use this skill when preparing for a meeting with a VC, PE, or accelerator partner and you need to know how their portfolio companies use your product — paste the firm's portfolio URL and get a demo-safe, partner-facing analysis (product penetration, plan mix, usage, AI adoption, open pipeline) plus a separate internal sheet with the full account-level financial detail. Built for partner and emerging-customer teams; turns hours of manual portco research into one structured run.

skills/brad-smith/vc-portfolio-research/SKILL.md

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Oct 20, 2026
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# 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

1. **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).
2. **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.
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