anthropics/private-equity/skills/portfolio-monitoring
private-equity/skills/portfolio-monitoring/SKILL.md
# Portfolio Monitoring description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update". ## Workflow ### Step
$ install --global
skillsauthnpx skillsauth add anthropics/financial-services-plugins private-equity/skills/portfolio-monitoringInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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TrivyContainer and dependency vulnerability scanner
95%
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SemgrepStatic code analysis for vulnerabilities
95%
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mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
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Socket.devSupply chain security analysis
50%
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VirusTotalMulti-engine malware detection
50%
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CrowdStrikeAdvanced threat intelligence
50%
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OSV-ScannerOpen Source Vulnerability database check
50%
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OWASP Dep-Check
50%
Last scanned: Apr 5, 2026, 5:11 PM4.2s1 file scanned
SKILL.md
Portfolio Monitoring
description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Workflow
Step 1: Ingest Financial Package
- Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)
- Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital
- Identify the reporting period and compare to prior period and budget/plan
Step 2: KPI Extraction & Variance Analysis
Key metrics to track (adapt to the company's sector):
Financial KPIs:
- Revenue vs. budget ($ and %)
- EBITDA and EBITDA margin vs. budget
- Cash balance and net debt
- Leverage ratio (Net Debt / LTM EBITDA)
- Interest coverage ratio
- Capex vs. budget
- Free cash flow
Operational KPIs (ask user or infer from data):
- Customer count / revenue per customer
- Employee headcount / revenue per employee
- Backlog / pipeline
- Churn / retention rates
Step 3: Flag & Summarize
- Green: Within 5% of plan
- Yellow: 5-15% below plan — flag for discussion
- Red: >15% below plan or covenant breach risk — immediate attention
Output a concise summary:
- One-paragraph executive summary ("Company X is tracking [ahead/behind/on] plan...")
- KPI table with actual vs. budget vs. prior period
- Red/yellow flags with context
- Covenant compliance status (if applicable)
- Questions for management
Step 4: Trend Analysis
If multiple periods are provided:
- Chart key metrics over time (revenue, EBITDA, cash)
- Identify trends — accelerating, decelerating, or stable
- Compare vs. underwriting case
Important Notes
- Always ask for the budget/plan to compare against if not provided
- Don't assume sector-specific KPIs — ask what matters for this company
- If covenant levels aren't known, ask the user for the credit agreement terms
- Output should be board-ready — concise, factual, no fluff
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