Portfolio Update Slides for LP Decks (Claude Skill)

Every quarter, someone has to update the company slides in the LP deck. That means finding last quarter’s slide, pulling fresh numbers, checking that the marks and metrics still make sense, and making it all fit the fund’s format again. This skill does that part. Point it at a company (or a whole fund) and your deck, and it updates each company slide with the latest data from Visible, flagging anything that looks off before it goes in front of LPs.

Your portfolio companies, investments, and metrics come straight from Visible, so there’s no mapping step.
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Tell Claude something like:

If you don’t say which companies or which fund, Claude asks rather than guessing. The default period is the most recently completed calendar quarter.

The instructions below are packaged into the skill file. You don’t need them to use it, but here’s what’s happening under the hood.

Starting from what you already have. Most funds already have a deck, a template, and metrics they show every quarter, so Claude works within those first. If your deck has last quarter’s slide for the company, Claude updates it in place and keeps your layout, colors, and metrics. If you have a blank company template, Claude copies it for each company and fills it in. Only when there’s nothing to start from does Claude build a new slide, and it asks for your brand colors or website first.

Keeping the metrics consistent. If last quarter’s slide showed ARR, burn, and runway, this quarter’s slide shows ARR, burn, and runway, even if Visible tracks other metrics too. LPs compare slides quarter to quarter, and a metric that quietly disappears raises questions. If a metric has no new value, Claude tells you rather than dropping it.

Pulling the data. For each company, Claude pulls your position by fund (cost, fair value, multiple, ownership, latest round) and the company’s quarterly KPIs. It compares each KPI with the same quarter last year, and with plan when you track budgeted metrics in Visible.

Checking the numbers before they go in. An LP deck gets read closely, so Claude runs a set of checks first. It looks for marks still at cost after a higher-priced round, cash balances that don’t line up with a recent raise, values for a quarter that hasn’t finished yet, and runway under 12 months. Claude flags anything like this instead of quietly fixing it or leaving a questionable number on the slide. Ownership is shown per fund and never added across funds, since each figure is calculated at a different round.

Screening for what shouldn’t go external. Portfolio notes are internal, and Claude uses them for context, not for numbers. Before anything from a note reaches a slide, Claude checks whether it belongs in an LP-facing document. Personnel matters, unannounced rounds, confidential customer names, and blunt internal commentary stay off. If something sensitive is also the most important context for a slide, Claude doesn’t make that call alone; it flags it for you.

Checking in before editing your deck. Before writing anything, Claude tells you which slides it will update or add, the headline for each company, and any data issues it found. Say “just do it” up front and this step is skipped, but the data issues still show up in the final summary.

When Claude builds a new slide, each company gets:

When you have multiple companies, every slide uses the same layout and the same metrics in the same order, so LPs can compare them side by side. When Claude is updating your existing deck, your format wins.

If you want the most reliable results quarter after quarter, build a company slide template using placeholder tokens. Claude fills them automatically, for example:

Any token without a value in Visible gets “n/a,” and Claude lists which ones were empty, so you’ll never end up with a raw placeholder in a finished deck.