PortCo Desk

Paste one portfolio company's period reporting pack - a metrics table of actuals against plan, usually with a prior-year column - plus the deal terms it was bought on, and work it four ways in one sitting: where it stands against the plan it was underwritten on with each material gap classified as timing or trend, whether the unit economics support that plan and which ratio is load-bearing, the sized value-creation plan that closes the gap with a 100-day list, and the downside, base and upside exit cases. A deterministic engine runs free in your browser first: it reads the table whatever its shape, computes every variance with the right polarity - a churn line under plan is good news, a revenue line under plan is not - derives every unit economic the rows allow and refuses to estimate the rest, completes the entry triangle, solves the IRR by bisection with the iterations shown, attributes the value-creation bridge across EBITDA growth, multiple change and debt paydown with the unexplained residual reported, and computes a five-by-five exit sensitivity grid. Every flag it raises has to come back confirmed or explicitly set aside, and the page names any the model dropped. Analysis of the figures you paste - not investment advice, not a valuation, not an audit. A derived work of four agent skills in the Anthropic financial-services plugin repository: @anthropics/portfolio-monitoring, @anthropics/unit-economics, @anthropics/value-creation-plan and @anthropics/returns-analysis.

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