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Analyze portfolio company financials, flag variances, and produce board-ready summaries.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "portfolio-monitoring" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md 2. Save it as ~/.claude/skills/portfolio-monitoring/SKILL.md 3. Reload skills and tell me it's ready
Please read this portfolio company's monthly financial package (Excel/PDF/CSV), extract revenue, EBITDA, cash, net debt, and capex, compare them with budget, and flag red/yellow items with key variance drivers.
A one-page summary, KPI comparison table, and questions for management.
Turn this company's quarterly package into a board-ready brief with key KPIs, YoY/QoQ trends, budget variances, and covenant compliance status.
A concise, factual board update draft.
If I provide multiple periods, compare revenue, EBITDA, and cash trends, judge whether they are accelerating, decelerating, or stable, and compare them with the underwriting case.
Trend conclusions and key inflection points.
When an investment team receives a monthly Excel or PDF financial package, this skill extracts core metrics and compares them to budget. It helps quickly determine whether the company is ahead of, on, or behind plan.
When preparing to brief the board on a portfolio company, it turns the financial package into a concise summary, table, and risk flags. The output is board-ready for presentation materials.
If credit agreement terms are provided, it can assess compliance using cash, net debt, and leverage metrics. If covenant thresholds are missing, it prompts the user to provide the relevant terms.
This document describes the Portfolio Monitoring workflow: ingesting portfolio company financial packages in Excel, PDF, or CSV, extracting revenue, EBITDA, cash, debt, capex, and other metrics, and comparing them with budget/plan and prior periods. It flags issues using green/yellow/red thresholds, generates board-ready summaries, KPI tables, covenant status, and questions for management, and supports multi-period trend analysis.
Key metrics to track (adapt to the company's sector):
Financial KPIs:
Operational KPIs (ask user or infer from data):
Output a concise summary:
If multiple periods are provided:
The docs say it accepts portfolio financial packages in Excel, PDF, or CSV and extracts core financial metrics. The output is geared toward monthly or quarterly business reviews.
You need to provide the budget/plan for comparison; for covenant checks, you also need the credit agreement terms. If those are missing, it will ask for them.
It produces an executive summary, a KPI comparison table, red/yellow flags, covenant compliance status if applicable, and questions for management.
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