Portfolio intelligence you can talk to
Ask your portfolio anything.
Plug every portfolio company into Claude or ChatGPT. Get grounded answers on digital health, risks and what to fix first, in minutes, with no data requests to management teams.
How it works
From a scorecard to answers you can act on
See your scorecard
Every current portfolio company scored on site experience, platform, email security, web security and activity. Public data only.
Ask your portfolio
Connect AskPortco to Claude or ChatGPT in two minutes, or use the chat on your report. Ask what to fix first, and why it matters.
Go deeper with the Hub
Add each company's real Google Analytics and Search Console data, read-only, and get answers grounded in actual traffic.
What a scorecard looks like
Each company gets a grade from A to F, worst first, with the findings behind it. The portfolio view pulls out fixes that apply to several companies at once.
Sample Capital Partners (fictional)
5 current companies · portfolio average
- D64Weak
Ridgeline Mechanical (fictional)
- C73Needs attention
Copperleaf Dental Group (fictional)
- B84Solid
Northgate Freight (fictional)
- B86Solid
Brightwater Labs (fictional)
- A92Strong
Summit Packaging (fictional)
Portfolio quick win · applies to 3 companies
Email impersonation protection is uneven
One email-authentication standard rolled out across the portfolio closes a common fraud risk at every company at once.
Ridgeline Mechanical (fictional) · grade D
Pages load slowly for real mobile visitors
Most of its quote requests come from phones. Image and script cleanup usually fixes this in a few weeks.
Asked in Claude, about the sample portfolio
Which company needs attention before exit?
Ridgeline Mechanical. It scores lowest (D, 64), its mobile pages are slow, and its website platform is past end of support, which buyers' diligence teams usually flag. Start with the platform upgrade.
Ask anything
Questions operating partners ask
Each answer is grounded in your portfolio's scores, with the date the data was collected.
Which of my portfolio companies needs attention before exit?
What are the three highest-impact, lowest-effort fixes across the portfolio?
Who's still running outdated website platforms, and how big is the fix?
Which companies are missing basic email security?
Explain Ridgeline's biggest finding like I'm presenting it to the board.
Which issues would come up in a buyer's tech diligence today?
Pricing
Free to start. Fixed prices after that.
Free
Portfolio Scorecard
A private report scoring every current portfolio company from public data, refreshed monthly.
Free
Portfolio Connector
Ask questions about your portfolio in Claude or ChatGPT, in the chat on your report, or by email.
Free
Scorecard Walkthrough
30 minutes: what the scores mean, what to fix first, and a live demo on your own portfolio.
Fixed price
Portfolio Intelligence Hub
Read-only Google Analytics and Search Console for up to 10 companies, a question set built for your firm, and team training.
Fixed price
Company Deep-Dive
Two weeks on one company: a full review and a prioritized 90-day plan, credited toward a Sprint.
Fixed price
Quick-Win Sprint
Three to four weeks fixing the top items for one company, with a before-and-after scorecard.
Questions
Security, accuracy and fit
Will our compliance team allow this?
The free tier uses only public data, read-only and scoped to your firm. Nothing is pulled from your companies' systems. For the Hub, every connection is read-only, revocable, and can run in your own environment.
How accurate is outside-in data?
Every finding shows where it came from and when it was collected, and we check findings by hand before sending a scorecard. Public signals don't replace a company's own analytics, which is what the Hub adds.
We already have Similarweb or PitchBook.
Those give you raw data on one company at a time. AskPortco answers questions across your whole portfolio and tells you what to fix first. It works alongside them.
We don't use Claude.
It works in ChatGPT too, and every report has a built-in chat plus email Q&A. No AI tool is required to try it.
Is this just a way to sell consulting?
The scorecard, the connector and the walkthrough are free and useful on their own. If you want help fixing what it finds, there are fixed-price options. No obligation.
How much time does it take?
About two minutes to connect, and no work for your management teams. The walkthrough is 30 minutes.
Get your portfolio's scorecard
Book a 30-minute walkthrough and we'll score your current portfolio from public data before the call. No access to your companies needed.
Book a walkthrough