PORTCO MONITORING DESK consultance.ai

The
Portfolio
Monitor.

Run the pack's prompts on your board packs in your own Claude. Paste the roll-up numbers here and see what the quarter actually says, and what the manual version was costing you.

Paste your roll-up ↓
01 //

This quarter's run

from your Claude run
Companies in the roll-up
Board packs read end to end
Lines mapped to one taxonomy
From the flag scan prompt
Watch items, not fires
Trips or near-trips flagged
The monitoring vendor's number
Manual KPI rekeying time
Fully loaded hourly cost
The pack's self-check gate
02 //

Flag board

live
Clean portcos
8
No flags raised
Amber flags
0
Watch items this quarter
Red flags
0
0 covenant breaches flagged
Portcos 8 Packs parsed 8 KPIs normalized 0 Gate PASS
PORTFOLIO READ CLEAN
Gate passed, zero flags across the book
03 //

What this replaced

annualized
Annual rekeying cost
$43,200
8 portcos x 6 hrs x 12 months x $75/hr of associate time spent retyping numbers that already exist.
Total spend replaced
$143,200
Platform quote plus the rekeying bill it never removed.
This desk
$240/yr
A Claude subscription and the prompt pack. Same read, your own machine, your own data.
Get the prompt pack →