Portfolio Metrics Reconciliation

Decide what value lands in the Financial Performance Highlights table for each company. Click a column header to open its source.

Resolved

Rows

Companies

Match Minor variance ≤5% Material >5% Missing / not used

The Board Deck column shows values reported in board materials / investor updates (click the column header to open the PDF). The KPI Input Sheet column shows values the company entered in their tracker (click to open the GSheet). Rows where the LP doc already matches all available signals are auto-resolved (no action needed). Material variances are highlighted; resolve the remaining rows by clicking a quick-pick chip or typing a custom value.

0of 0 rows resolved

⌨ Prompt for Claude Code

When you've exported the resolved JSON above, paste this prompt into the Claude Code Mac app (along with the JSON) to write resolutions back to the LP doc + tracker sheets.

Here's the resolved metrics JSON from __QUARTER_DISPLAY_PLACEHOLDER__ — please write these back to the LP docs and tracker sheets. Show me a dry-run first so I can review before applying.

```json
[paste the exported JSON here]
```

Portfolio Metrics Reconciliation

Copy resolved metrics JSON