Is the board deck telling you what the market is doing to the company?
Every quarter the board deck says the market grew, the competitor stumbled, the pipeline filled and the reviews improved. Some of it is true. Portfolio Check is the quarterly re-capture, per company: the same questions and the same surfaces every quarter, captures side by side, read against what the deck claims. One comparison four times a year, per company, comparable across the portfolio. Not a dashboard, and not a monitoring fee.
What comes back
The first quarter is a baseline. We capture the public and subscribed surfaces that matter for the company: the review and employee platforms, the answer engines, the pricing and comparison pages, the competitors' sites and hiring boards, each on a date with a content hash. Every quarter after, the same captures are taken again and compared. Where you share the board deck, its checkable claims are read against the record and marked verified, contradicted or unverifiable. A person who knows your name reads every comparison before it ships.
- Quarter-over-quarter comparison: the same questions, the same surfaces, captures side by side
- Board-deck ledger: the quarter's claims marked verified, contradicted or unverifiable against the public record, when the deck is shared
- Perception drift across review surfaces, employee platforms and answer engines, with the direction and the driver
- Pricing watch: whether a competitor, an aggregator or an answer engine is now setting the company's price
- Funnel leaks: where buyers are lost between search, the site and the sale, and what it is costing
- Competitor moves: launches, hires, pricing and positioning changes since the last quarter
- One-screen summary per company: what changed, what it costs, the one move, and what to ask management
- Evidence Locker with every capture, dated and hashed, and Ask Rathvane trained on the comparison
It catches the market number public reality contradicts, perception drifting while nobody is looking, a price a competitor is now setting, the leak in the funnel the plan does not mention, and the competitor hire that changes the next twelve months.
Comparable across the portfolio
Every holding gets the same instrument, so the results sit side by side: the same screen for every company you enrol, in a form you can put in front of an investment committee. The Portfolio Check for your fintech company and the one for your climate company read the same way: same sections, same evidence standard, same first screen. Twelve of them can be read in an afternoon.
Every comparison ships with Ask Rathvane, a consultant trained on that engagement only. Your associate asks it what matters before the board meeting. Management asks it where to start. It answers from the research beneath the pages, with the citation, and it knows nothing about your other companies.
Built on the re-capture
Portfolio Check is built on the re-capture, the only recurring work we offer: the same questions, the same surfaces, a quarter later, with the captures side by side. For a single company it shows whether a correction moved the answer. For a portfolio it shows drift, holding by holding. Nobody can produce that comparison after the fact. It requires having taken the first photograph.
What it is not
Not a dashboard, and not a monitoring fee. Nothing here is a subscription priced by the month. One comparison, four times a year, per company, that a person has read, with the captures behind every line.
What it costs
| Scope | Priced as | Delivered |
|---|---|---|
| One company, one quarter; the baseline is the first quarter | Per company, per quarter | Baseline in 5 to 6 business days; each comparison within 6 business days of the quarter close |
| Each additional company in the same quarter | Per company, per quarter | With the quarter |
| When a holding is raising: Deck Check on the round deck | Per deck, at the Deck Check tiers | 3 or 5 working days |
| Portfolios of five or more companies | Scoped in the first conversation |
Investors enrolling a portfolio: tell us the holdings and we will come back with terms. And the guarantee applies, every quarter: if we do not provide you value, you do not pay us a dime.
Tell us the portfolio
Tell us the fund, how many companies, and which seat you are in. A person will confirm terms and the baseline date within one business day.