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Available now · AI-assisted · fact-checked · days, not months

Portfolio Check

Is the board deck telling us what the market is actually doing to this company?

At a glance
From $1,750 $2,500
WHAT IT ANSWERSIs the board deck telling us what the market is actually doing to this company?
BASE SCOPEOne company, one quarter: the public and subscribed surfaces captured in the baseline, re-captured and compared, with the quarter's board deck claims checked against the record when you share the deck.
TIMELINEBaseline in 5 to 6 business days; each quarterly comparison within 6 business days of the quarter close
WHO IT IS FORA private equity operating partner, a venture investor, or a board member with more than one company to keep honest and less than a day a month for each.
Ships with the Evidence Locker and Ask RathvaneHow
What you receive

The quarterly re-capture, per company, read against the board deck.

Finished intelligence, not raw material. Here is what lands in your hands, every line of it linked to a capture.

  • 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
  • Portfolio view: the same screen for every company you enrol, side by side
  • Evidence Locker with every capture, dated and hashed, and Ask Rathvane trained on the comparison
How it is built

Structured method. Primary sources. A person who signs off.

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, and the same instrument is applied to every company so the results sit side by side.

01

You bring the decision

One brief, a multi-person intake, or nothing at all. All three produce finished intelligence.

02

We gather and check

Public and subscribed sources, your intake, the frameworks that fit. Every claim checked against a primary source.

03

You receive the one screen

What is wrong, what it costs, the one move, three fixes, and where the proof sits. The full deliverable and the locker sit behind it.

Scope and pricing, published.

From $1,750 $2,500

The entry price covers the base scope below. Depth is a tier. Scale is an add-on with a published unit price. Published prices apply to companies up to $100M in revenue; above that we scope in the first conversation.

Founding client rate: 30% off every published price through December 31, 2026. Backed by the guarantee: if we do not provide you value, you do not pay us a dime.
Per company, per quarterFrom $1,750 $2,500

The quarterly comparison, the one screen, the ledger when the deck is shared, the Evidence Locker and Ask Rathvane

One company, one quarter; the baseline is the first quarter · Delivered in 6 days
Add-ons

More is more, and the price is on the page.

Base scope: One company, one quarter: the public and subscribed surfaces captured in the baseline, re-captured and compared, with the quarter's board deck claims checked against the record when you share the deck.

Estimate your engagement
Each additional company in the same quarter$1,750 $2,500 per quarter
Deck Check on the full board deck, every slide, not only the claims about the market$1,750 $2,500 per quarter
Portfolios of five or more companiesScoped in the first conversation
Before you ask

Three things people want to know.

Can I see one before I buy?

Yes. Ask for a redacted sample and we will send a real one from a comparable engagement, with the captures intact.

What if the evidence is thin?

The deliverable says so. Where a claim cannot be checked against a primary source, it is marked as reasoning, not fact. We would rather hand you a gap than a guess.

How much do I have to share?

As much or as little as you choose. One brief, a multi-person intake, or nothing at all. The depth of calibration rises with what you share; the intelligence is finished either way.

The evidence locker

Every claim links to a dated capture of its source.

A skeptical reader can click any sentence and land on the evidence. Ask Rathvane, the consultant trained on your engagement, answers from the research beneath the page.

Ask about this intelligence.