investor-report-card
CommunityGenerate portfolio-level investor report cards.
Data & Analytics#aggregation#portfolio#benchmark#scores#html-template#investor-report-card#dimension-gaps
Authormhimmelfarb
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Consolidates already-scored portfolio company data into a single, investor-facing HTML portfolio report card, enabling crisp visibility into aggregate portfolio health and gaps across investments.
Core Features & Use Cases
- Portfolio-level aggregation of scores from individual portfolio companies to produce a single HTML deliverable.
- Dimension gap analysis against top-quartile benchmarks and a computed pattern highlighting the #1 portfolio-wide issue.
- Automatic HTML generation using a template and a data model, ready for sharing with investors or clients.
- Use cases: For a PE/VC fund, run the portfolio report card after portfolio scoring to prepare an external update.
Quick Start
Generate a portfolio report card for Edison Partners using the master database and the HTML template.
Dependency Matrix
Required Modules
openpyxl
Components
scriptsassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: investor-report-card Download link: https://github.com/mhimmelfarb/Remidi-Works/archive/main.zip#investor-report-card Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.