Weekly Portfolio Review Deck (Claude Skill)

Before every portfolio review, someone has to rebuild the same deck. They pull the latest numbers, figure out which companies changed status, decide what deserves a deep dive, and carry last week’s action items forward so nothing gets dropped. This skill does that prep. It copies last week’s deck, refreshes every number and status from Visible, and highlights what changed since the last meeting. The structure stays the same, so your team always knows where to look.

The first time you run it, Claude walks you through a quick setup to agree on the structure. After that, there’s nothing to configure.

Tell Claude something like:

Claude finds last week’s deck on its own, or you can paste the link. The new deck is named with this week’s meeting date, and last week’s deck is left untouched.

If there’s no previous deck, Claude proposes a structure based on Visible’s recommended portfolio review agenda, adapted for a weekly meeting:

Claude also asks which companies to include and in what order, which metrics to show, what counts as “Watch” or “At risk”, how many deep-dive slots you want, and your meeting day. Say “just use the defaults” and Claude will, then list what it assumed. The agreed structure is saved inside the deck itself, in the cover slide’s speaker notes, so every future week follows the same rules.

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.

Keeping the structure identical. Every week, Claude copies last week’s deck and updates the contents in place. It doesn’t add, remove, or reorder slides, and it doesn’t change the layout. Companies always appear in the same order, even when their status changes, so you can scan the health table week over week without hunting. If you want to change the structure, just ask. Claude makes the change and updates the saved rules so future weeks match.

Focusing on what’s new. The question each week is “what changed since the last review?”, not “what’s the latest number?”. Claude checks for updates submitted, new metric values, new notes, and new rounds or marks since your last meeting date. Most portfolio data arrives monthly or quarterly, so in a typical week many companies have nothing new. The deck says so plainly rather than presenting an old number as if it just came in.

Applying status the same way every week. Each company gets On track, Watch, or At risk based on rules you set once, like runway under 12 months or revenue down from the prior period. Because the rules never shift, a status change always means the data changed. Companies that stop reporting get flagged too, since a reporting gap often comes before bad news.

Filling deep dives by rule. Deep-dive slots go to the companies that need attention most, by default those whose status worsened since last week. Each deep dive covers the same five areas: financials, market moves, customer health, team, and capital needs. If fewer companies qualify than there are slots, the extra slots stay in the deck marked as not needed this week, so the slide count never changes.

Carrying action items forward. Every open item from last week rolls over with its owner and due date. Overdue items get flagged. Claude never closes an item on its own. If a recent note suggests something was done, Claude marks it “Done?” for the team to confirm. New asks or commitments from recent notes come in as proposed items, and the meeting decides which ones stick.

Checking the numbers. Claude flags anything that doesn’t add up instead of quietly fixing it: runway that doesn’t match cash and burn, values for a period that hasn’t finished yet, or marks still at cost after a priced round.

Handling portfolio changes. A new investment or an exit is the one routine case where the structure needs to change, so Claude asks instead of adapting silently. New companies get added only after you confirm where they go. Exited companies stay one more week, labeled as exited, so the team sees the change.

Claude links you to the new deck and summarizes the week: status changes, new data received, new flags, action items carried and proposed, any data issues, and any portfolio changes waiting on your decision.