vc-portfolio-research

vc-portfolio-research is a skill for Claude Code, Codex from swan-gtm/gtm-skills. It costs 99 tokens per session (961 once invoked), scanned A, original, MIT.

A research workflow for analyzing how a venture capital or private equity firm's portfolio companies use your product. A portfolio company is a business funded or owned by the investment firm.

In plain words
What is it for?
It is for preparing investor-partner meetings, matching portfolio companies to CRM or warehouse accounts, and producing a partner-safe summary plus an internal account report.
Why use it?
It brings portfolio information, product usage, sales pipeline, and AI adoption into one meeting-preparation view while separating partner-facing findings from internal financial details.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: mentions Cursor.

Good fit It is for preparing investor-partner meetings, matching portfolio companies to CRM or warehouse accounts, and producing a partner-safe summary plus an internal account report.

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Install with agentmods
npx agentmods add skills/swan-gtm/gtm-skills/vc-portfolio-research
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 swan-gtm/gtm-skills --skill vc-portfolio-research
Clone the repo
git clone --depth 1 https://github.com/swan-gtm/gtm-skills

Made for: Claude Code, Codex.

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 vc-portfolio-research

README.md
[![agentmods](https://agentmods.dev/badge/skills/swan-gtm/gtm-skills/vc-portfolio-research/github.svg)](https://agentmods.dev/skills/swan-gtm/gtm-skills/vc-portfolio-research)
Your own site
<a href="https://agentmods.dev/skills/swan-gtm/gtm-skills/vc-portfolio-research"><img src="https://agentmods.dev/badge/skills/swan-gtm/gtm-skills/vc-portfolio-research/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 vc-portfolio-research

Your own site · 80×15
<a href="https://agentmods.dev/skills/swan-gtm/gtm-skills/vc-portfolio-research"><img src="https://agentmods.dev/badge/skills/swan-gtm/gtm-skills/vc-portfolio-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 961 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00099 $0.00961
Opus 5 $0.00049 $0.00481
Sonnet 5 $0.00020 $0.00192
Haiku 4.5 $0.00010 $0.00096

Measured 9d ago against content hash 861ddb9bcb3e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

vc-portfolio-research 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/brad-smith/vc-portfolio-research/SKILL.md · 59 lines

How it starts

The opening of the file, as written. The whole thing — 59 lines — stays where its author put it; the contents beside it link to each section on GitHub.

VC portfolio research (demo-safe)

Analyzes a venture capital or private equity firm's portfolio companies to surface how those companies use your product — product penetration, plan mix, usage, AI adoption, and open CRM pipeline.

The core judgment is the demo-safe split: the partner-facing document excludes all financial figures (no ARR, revenue, or deal amounts). A separate internal spreadsheet keeps full account-level detail — including ARR — for your team only.

Typical trigger: paste a firm portfolio URL and ask for a usage / portco analysis, or a "demo-safe portfolio summary."

One-liner: paste a VC/PE portfolio URL → the skill runs → you get a partner-safe doc of product usage, AI adoption, and pipeline across the portfolio, plus an internal sheet with the ARR detail your team needs.

How it runs

  1. Extract the portfolio — fetch and parse the firm's portfolio page (with fallbacks for JS-rendered sites; a pasted company list works when the site doesn't scrape cleanly).
  2. Match accounts by email domain — resolve each portfolio company to an account in the data warehouse: paying status, plan type, tasks used (past 30 days), AI feature milestones, and ARR.
  3. Pull open pipeline — open CRM opportunities by company domain (deal name, stage, close date, owner).
  4. Produce the two-artifact output (below), then update a portfolio registry entry (firm, date, doc/sheet links, portco → domain → account IDs) so downstream skills — like pipeline-overlap analysis — can reuse the portfolio mapping without re-scraping.

Outputs

Three artifacts in a shared drive, under Partners > {Firm Name}:

  • Folder — {Firm Name} — container for the doc + sheet.
  • Partner-facing doc — {Firm Name} — Portfolio Analysis (demo-safe, no financials): executive summary of the portfolio footprint; paying-vs-free penetration and plan-tier view; usage and AI-adoption highlights (feature-level, not dollars); open opportunities with no amounts; additional insights (upsell angles, growth signals, greenfield list); and an appendix on match quality and ambiguous domains. Default sharing: internal domain only — an external link is created only with explicit confirmation.
  • Internal sheet — {Firm Name} — Account Data (never shared externally): account IDs, domains, ARR, plan, paying status, tasks (30d), plus a summary tab with the portfolio financial snapshot and plan breakdown.

Read the full file on GitHub · 59 lines

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 · 59 lines · 99 tokens per session scan A 861ddb9bcb3e

Subscribe to this mod's changes

vc-portfolio-research is a skill published in the GitHub repository swan-gtm/gtm-skills (150 stars, last pushed 2d ago), licensed MIT. It adds 99 tokens to every session and 961 once invoked, about $0.0005 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 2026-09-03.

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