Portfolio Monitor Skill
When to activate
Monthly review of portfolio company signals. Can be triggered on demand with /portfolio-check or auto-scheduled via hook.
When NOT to use
- Exited or dissolved companies (archive)
- Companies requesting no contact or relationship inactive
Instructions
- For each portfolio company:
- Track funding announcements (new rounds, acquisitions, secondary sales)
- Key hires (CEO, CRO, CTO, board additions)
- Product launches or major updates (new features, market entry, APIs)
- Sector signals (regulation, competitor activity, market shifts)
- Customer wins or losses (if public or signaled)
- Gather data via:
- Crunchbase feed (funding, hiring, updates)
- Company news (press releases, blog posts)
- LinkedIn signals (new team members)
- Exa semantic search (industry mentions, news)
- For each signal, classify:
- Type: Positive (growth, hiring, funding), Neutral (update), Negative (departures, market shift)
- Impact: High (funding, exec departure, market disruption), Medium (new hire, feature), Low (blog post, event)
- Highlight:
- Companies needing follow-up conversations (raised new round, hiring for key role)
- Risk flags (exec departures, declining signals, market headwinds)
- Wins to celebrate (acquisition, milestone, key customer)
- Output: Portfolio signal summary with company-by-company breakdown, risk alerts, and follow-up recommendations
Example
Input: Monthly portfolio monitoring for 12 companies
Output:
Portfolio Signal Summary — June 2026
| Company |
Signal |
Type |
Impact |
Action |
| XYZ Fintech |
Series C funding close ($20M) |
Positive |
High |
Schedule follow-up for expansion strategy |
| ABC SaaS |
Chief Revenue Officer hire from Salesforce |
Positive |
Medium |
Introduce to CRO network, discuss GTM plans |
| DEF Climate |
Expanded to Asia-Pacific market |
Positive |
Medium |
Monitor region performance |
| GHI Martech |
Competitor acquired for $100M+ (acquired by marketing platform) |
Negative |
High |
Schedule call to understand market consolidation impact |
| JKL DevTools |
Co-founder departure (CTO leaving for other ventures) |
Negative |
High |
Assess CEO confidence in transition, offer support |
| MNO Data |
No signals this month |
Neutral |
Low |
Continue monitoring |
Risk Alerts:
- GHI Martech: Competitive acquisition may impact roadmap and investor confidence. Recommend check-in call within 1 week.
- JKL DevTools: CTO departure is operational risk. CEO has replacement plan; monitor for execution.
Follow-up Recommendations:
- Schedule expansion strategy call with XYZ Fintech CFO
- Make CRO introduction (ABC SaaS hiring executive)
- Risk assessment call with JKL DevTools CEO
1---2name: portfolio-monitor-23description: Portfolio Monitor Skill4---5# Portfolio Monitor Skill67## When to activate89Monthly review of portfolio company signals. Can be triggered on demand with `/portfolio-check` or auto-scheduled via hook.1011## When NOT to use1213- Exited or dissolved companies (archive)14- Companies requesting no contact or relationship inactive1516## Instructions17181. For each portfolio company:19 - Track funding announcements (new rounds, acquisitions, secondary sales)20 - Key hires (CEO, CRO, CTO, board additions)21 - Product launches or major updates (new features, market entry, APIs)22 - Sector signals (regulation, competitor activity, market shifts)23 - Customer wins or losses (if public or signaled)242. Gather data via:25 - Crunchbase feed (funding, hiring, updates)26 - Company news (press releases, blog posts)27 - LinkedIn signals (new team members)28 - Exa semantic search (industry mentions, news)293. For each signal, classify:30 - Type: Positive (growth, hiring, funding), Neutral (update), Negative (departures, market shift)31 - Impact: High (funding, exec departure, market disruption), Medium (new hire, feature), Low (blog post, event)324. Highlight:33 - Companies needing follow-up conversations (raised new round, hiring for key role)34 - Risk flags (exec departures, declining signals, market headwinds)35 - Wins to celebrate (acquisition, milestone, key customer)365. Output: Portfolio signal summary with company-by-company breakdown, risk alerts, and follow-up recommendations3738## Example3940**Input:** Monthly portfolio monitoring for 12 companies4142**Output:**4344**Portfolio Signal Summary — June 2026**4546| Company | Signal | Type | Impact | Action |47|---|---|---|---|---|48| XYZ Fintech | Series C funding close ($20M) | Positive | High | Schedule follow-up for expansion strategy |49| ABC SaaS | Chief Revenue Officer hire from Salesforce | Positive | Medium | Introduce to CRO network, discuss GTM plans |50| DEF Climate | Expanded to Asia-Pacific market | Positive | Medium | Monitor region performance |51| GHI Martech | Competitor acquired for $100M+ (acquired by marketing platform) | Negative | High | Schedule call to understand market consolidation impact |52| JKL DevTools | Co-founder departure (CTO leaving for other ventures) | Negative | High | Assess CEO confidence in transition, offer support |53| MNO Data | No signals this month | Neutral | Low | Continue monitoring |5455**Risk Alerts:**56- **GHI Martech:** Competitive acquisition may impact roadmap and investor confidence. Recommend check-in call within 1 week.57- **JKL DevTools:** CTO departure is operational risk. CEO has replacement plan; monitor for execution.5859**Follow-up Recommendations:**601. Schedule expansion strategy call with XYZ Fintech CFO612. Make CRO introduction (ABC SaaS hiring executive)623. Risk assessment call with JKL DevTools CEO
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