Delivered within 24 hours. The must-have tool for any VC, PE, or C-Suite operator.
Eleven full briefings produced under the institutional engagement standard. Select any cover to read the deliverable, exactly as it landed with the principal.
Recorded reactions from founders on first read. Six on tape today; new briefings ship weekly, and the roster will keep expanding.
For decades, the kind of intelligence that informed a Tuesday-morning investment committee: the competitive map, the cultural read, the white-space thesis. It cost six figures and took six weeks. It was produced by the consultancies, by the in-house teams of the eight largest banks, and by the boutiques that quietly served the largest sponsors. Distribution was a function of headcount and budget. Most boards saw it. Most operators did not.
The economics changed. The data is reachable; the analytical frameworks have been forged; the compute is here. What once required a fourteen-partner engagement and a quarterly retainer can now be produced in twenty-four hours at one hundred dollars per briefing. The methodology has not been diluted. The price has.
The Portco Report delivers the same caliber of competitive, cultural, and strategic intelligence a director at a top-tier fund would expect from a paid outside engagement. Faster. Cheaper. On a single company, or across a portfolio.
Used at the diligence stage, the operating-partner stage, the IC meeting, and the board prep. By the partner running point on a new investment. By the operating partner preparing a portco quarterly. By the strategy team at a public-company C-suite preparing the next board cycle. The format is the same; the rigor is the same; the price is no longer the gate.
Built by analysts, ex-operators, and engineers who produced this work at the price points it used to command. We have sat on both sides of the engagement. We know what the deliverable is supposed to do.
The Portco Report, delivered monthly. One subject company per cycle, briefed within twenty-four hours. Designed for institutional operators who need the read before the meeting.
One report per month on any subject company.
Run the subscription on your portcos, your prospects, or any company on Earth. Cancel anytime; the report is yours to keep.