Brief on portfolio go-to-market
generate_portfolio_briefGenerate a written brief on up to 15 portfolio companies' go-to-market activity for a chosen period, covering targets, public news, buyer market signals, and sources.
Instructions
Portfolio oversight: use this when a PE or VC operator wants a written brief on their portfolio companies' go-to-market activity for a period: what Andru's work across the companies found (targets, opportunities, overlaps), each company's public go-to-market news, and the market signals around their buyers, with sources. Not a financial or performance report. Send the companies (name and website, up to 15) or a portfolioId; with neither, Andru suggests the companies on the firm's website for the person to confirm. Takes a few minutes: returns a job_id; call get_asset with it. Paid. Check the price with quote before running.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| quoteId | No | Optional: the quote_id from quote, to pay the quoted price (held for 30 minutes). | |
| companies | No | The portfolio companies to brief, up to 15. Saved as a portfolio on your account the first time. | |
| periodEnd | No | Optional ISO date for the period end. Default: the end of the last full period. | |
| periodType | No | Reporting period type. Default quarterly. | |
| periodStart | No | Optional ISO date for the period start. Default: the start of the last full period. | |
| portfolioId | No | A portfolio already on your account (returned by an earlier brief). With companies, they are added to it. | |
| idempotencyKey | No | Optional: any unique string for this call. Retrying with the same key returns the first result and never charges twice. | |
| maxAmountCents | No | Optional: the most this call may cost, in cents. If the price is higher, nothing runs and nothing is charged. |