# Portfolio Review

> Find the companies that need attention, especially the quiet ones.

- Skill: `tinyhumansai/portfolio-review` (Agent Skill)
- Install (CLI): `npx skillmds@latest add tinyhumansai/portfolio-review`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tinyhumansai/portfolio-review/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: tinyhumansai (https://skillmd.com/u/tinyhumansai)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/tinyhumansai/portfolio-review

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# Portfolio Review

The failure this prevents is passive: a firm knows its portfolio well for a
quarter and then relies on whatever founders volunteer, which is systematically
better than reality.

## When to use

- A quarter turns.
- A company has gone quiet.
- A round is being raised somewhere in the portfolio.

## Steps

1. **Sort by `last_contact`, not by status.** A healthy row nobody has spoken to
   in five months is not a healthy row; it is an unknown one.
2. **Read runway first.** Months, and what the number depends on. If runway is
   short, nothing else on the row matters this quarter.
3. **Treat quiet as a signal.** Founders who are struggling send shorter
   updates. The absence of bad news is not good news, and this is the single
   most reliable pattern in venture.
4. **Check the asks.** An unanswered ask is the fastest way to be excluded from
   the next round's information, and it is usually unanswered because nobody
   re-read the row.
5. **Update `how_they_are` honestly,** including where the firm does not know.
6. **Flag what needs the operator** — a bridge, an introduction, a hard
   conversation. Those are decisions, not tasks.

## Output

An updated `portfolio` ledger and a short list of the companies needing
attention this quarter, with the quiet ones named as unknowns rather than
assumed to be fine.