generate_portfolio_brief
Create board and LP-grade portfolio intelligence briefs with per-company performance, market context, and cross-portfolio opportunities for PE/VC fund reporting and quarterly reviews.
Instructions
Generates a board/LP-grade intelligence brief for a portfolio — per-company performance, market context, and cross-portfolio opportunities — for a reporting period. For PE/VC fund reporting and quarterly reviews.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| 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 | Yes | The portfolio to brief. Must belong to the caller. |