pe-portfolio-map

pe-portfolio-map is a skill for Claude Code from sorrek/mcp. It costs 80 tokens per session (529 once invoked), scanned A, original, MIT.

A workflow for mapping everything owned by a private-equity firm and comparing it with the accounts a sales team already covers. Private-equity firms invest in and own groups of companies.

In plain words
What is it for?
Use it to find gaps in account coverage, rank new prospects by similarity to current customers, and estimate the data cost of a portfolio lookup.
Why use it?
It shows which portfolio companies are existing customers, active opportunities, or untouched prospects, while requiring approval before costly data retrieval.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the magellan-data plugin — 3 skills, 2 MCP servers shipped together

Good fit Use it to find gaps in account coverage, rank new prospects by similarity to current customers, and estimate the data cost of a portfolio lookup.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sorrek/mcp/pe-portfolio-map
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add sorrek/mcp --skill pe-portfolio-map
Clone the repo
git clone --depth 1 https://github.com/sorrek/mcp

Made for: Claude Code.

Or install magellan-data, the plugin that ships this one along with the rest of its 3 skills, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for pe-portfolio-map

README.md
[![agentmods](https://agentmods.dev/badge/skills/sorrek/mcp/pe-portfolio-map/github.svg)](https://agentmods.dev/skills/sorrek/mcp/pe-portfolio-map)
Your own site
<a href="https://agentmods.dev/skills/sorrek/mcp/pe-portfolio-map"><img src="https://agentmods.dev/badge/skills/sorrek/mcp/pe-portfolio-map/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for pe-portfolio-map

Your own site · 80×15
<a href="https://agentmods.dev/skills/sorrek/mcp/pe-portfolio-map"><img src="https://agentmods.dev/badge/skills/sorrek/mcp/pe-portfolio-map.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 529 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00080 $0.00529
Opus 5 $0.00040 $0.00264
Sonnet 5 $0.00016 $0.00106
Haiku 4.5 $0.00008 $0.00053

Measured 9d ago against content hash f2cde70df71e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

pe-portfolio-map scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/pe-portfolio-map/SKILL.md · 49 lines

What it actually says

PE Portfolio Map

Produce a coverage map of a private equity firm's holdings: what they own, what you already sell to, and where the whitespace is.

Steps

  1. Get the firm's domain. Portfolio lookups key off the firm's website, not its name. If the user says "Vista" or "Thoma Bravo," ask for or confirm the domain.

  2. Check credits. Free, and portfolio runs can be large.

  3. Pull the portfolio. submit_batch([firm_domain])process_batch(batch_id, ["pe_portfolios"]) → poll get_run_status.

  4. Quote the price before downloading. pe_portfolios is 20 credits per record returned, so a large firm can be expensive. The exact number appears on the run once it completes. State it and wait. A firm with 400 holdings is 8,000 credits — the user should decide, not you.

  5. Overlay the user's accounts. If they've provided a CRM export or account list, join on domain and split into three buckets:

    • Covered — already a customer
    • In flight — open opportunity
    • Whitespace — no relationship yet
  6. Score the whitespace. Rank by fit against the covered accounts: same industry, same size band, similar tech posture. A portfolio company that looks like your best existing customer is a better target than one that doesn't, regardless of size.

Output shape

A summary line (portfolio size, your coverage percentage), then a whitespace table ordered by fit, then a short note on the two or three strongest plays and what reference story to lead with.

Cautions

  • Portfolio data reflects current holdings. A company that was exited may still appear associated with the firm in some records — check deal_type before asserting a live relationship.
  • If the user asks for several firms at once, submit all the firm domains in a single batch rather than one batch per firm. Same cost, far fewer round trips.
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 49 lines · 80 tokens per session scan A f2cde70df71e

Subscribe to this mod's changes

pe-portfolio-map is a skill published in the GitHub repository sorrek/mcp (1 stars, last pushed 9d ago), licensed MIT. It adds 80 tokens to every session and 529 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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