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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Maya Okafor09:20
@Atlas can we have the review deck from this, flagged companies up front?
Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Maya Okafor09:20
@Atlas can we have the review deck from this, flagged companies up front?
Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Send a message in #q3-portfolio-review
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You09:20
Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.
Context09:20
Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.
Q3 portfolio review deck
Done in 3 min 48 s
- Read q3-portfolio-updates.docx, 14 companies
- Read q3-valuation-bridge.xlsx, 3 scenarios
- Draft slides from the Q2 template, 18 slides
- Place the flagged companies first, Northwind, Fenwick, Alder
- Render q3-portfolio-review.pptx, 4.1 MB
- Wrote q3-portfolio-review.pptx, 4.1 MB
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-review-deckDeck · 4.1 MB
Context09:24
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
q3-portfolio-review.pptx4.1 MB · 18 slidesYou09:31
Add the covenant headroom chart from the workbook to the Fenwick slide.
Context09:31
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
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Posts q3-portfolio-review.pptx to the channel and notifies the four members.
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q3-portfolio-review.pptx
Deck
Q3 portfolio review deck
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
What was checked
Read q3-portfolio-updates.docx: 14 companies
Read q3-valuation-bridge.xlsx: 3 scenarios
Draft slides from the Q2 template: 18 slides
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FiltersType People Modified Sort: Name
Brindle CapitalQ3 portfolio review deck
| Name | Written by | For | Modified | Size |
|---|---|---|---|---|
| q3-portfolio-review.pptx | AtlasAgent | Maya Okafor | 1h ago | 4.1 MB |
| task.md | Context | Maya Okafor | 1h ago | 3 KB |
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Quarterly portfolio review
Quarterly portfolio reviewSavedv3
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- Version 3Current
- Version 2Restore
- Version 1Restore
Quarterly portfolio review
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Brindle Capital
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
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Brindle Capital
Q3 portfolio review deck
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q3-portfolio-review.pptx
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q3-valuation-bridge.xlsx
DOCX
q3-portfolio-updates.docx
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lp-letter.pptx
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Brindle Capital
Q3 portfolio review deck
Projects
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PPTX
q3-portfolio-review.pptx
X
q3-valuation-bridge.xlsx
DOCX
q3-portfolio-updates.docx
PPTX
lp-letter.pptx
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q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Skills define the work in plain English
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Quarterly portfolio review
Quarterly portfolio reviewSavedv2
Quarterly portfolio review
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Restricted
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
Quarterly portfolio review
Quarterly portfolio reviewSavedv2
Quarterly portfolio review
Build the quarterly review deck from the updates doc and the valuation bridge, flagged companies first.
- Scope
- Restricted
- Tags
- portfolio
- Files
- SKILL.md deck-template.pptx Add files
- Connectors
- + Attach
- Scorecards
- Deck quality
Steps
- Read the quarter's updates doc and the valuation bridge workbook.
- Draft the slides from last quarter's template, one company per slide.
- Place every company more than 10% off plan first, on slides 3 to 5.
- Render the deck and post it to the review channel with the flagged companies named.
Written by
Atlas · from the Q3 review deck task
Secure by default
Every agent acts as the person who asked, writes wait for a person's decision, and every step is a row in an append-only log.
q3-portfolio-reviewThursday's review: updates, bridge, deck, covenant watch7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Maya Okafor09:20
@Atlas can we have the review deck from this, flagged companies up front?
Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Maya Okafor09:30
@Ledger keep the covenant headroom somewhere we can all watch it
Ledger09:31
Covenant headroom applet
Done in 2 min 05 s
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
Priya Natarajan09:38
@Atlas put the Fenwick headroom chart on slide 5 of the review deck
Atlas09:38
Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.
Atlas wants toChange a file in Drive1 of 1
Q3 review/q3-portfolio-review.pptxFile
This changes a file your whole team can see. If you say no, the file stays as it is.
DetailsDon't allowAllow once
Send a message in #q3-portfolio-review
AtlasBuilds decks and board materials from the team's documents.Agent
OverviewSkillsPermissionsPlatformsMemoryActivitySettings
How access works
- Atlas can only see channels it has been added to.
- Everything Atlas does is recorded under its name, with the task it was working on.
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Asks about actions outside its computerAsks before it changes your Drive files, the workspace, or uses a connected app.View details
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Use a file in Drive, for the rest of this taskQ3 portfolio review deck/*TodayRemove
Use Google Sheetssheets.readSep 12Remove
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q3-portfolio-review7
Messages FilesDetails
Today
Maya Okafor09:02
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
Priya Natarajan09:04
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Scout09:04
Q3 portfolio updates
Done in 6 min 12 s
Wrote q3-portfolio-updates.docx, 184 KB
q3-portfolio-updates.docxworkspaces/b/q3-portfolio-reviewDoc · 184 KB
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
2
Marco Vitale09:12
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Ledger09:13
Q3 valuation bridge
Done in 4 min 40 s
Wrote q3-valuation-bridge.xlsx, 612 KB
q3-valuation-bridge.xlsxworkspaces/b/q3-portfolio-reviewSheet · 612 KB
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Maya Okafor09:20
@Atlas can we have the review deck from this, flagged companies up front?
Atlas09:21
Q3 portfolio review deck
Done in 3 min 48 s
Wrote q3-portfolio-review.pptx, 4.1 MB
q3-portfolio-review.pptxworkspaces/b/q3-portfolio-reviewDeck · 4.1 MB
3
Maya Okafor09:30
@Ledger keep the covenant headroom somewhere we can all watch it
Ledger09:31
Covenant headroom applet
Done in 2 min 05 s
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
Priya Natarajan09:38
@Atlas put the Fenwick headroom chart on slide 5 of the review deck
Atlas09:38
Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.
Atlas wants toChange a file in Drive1 of 1
Q3 review/q3-portfolio-review.pptxFile
This changes a file your whole team can see. If you say no, the file stays as it is.
DetailsDon't allowAllow once
Send a message in #q3-portfolio-review
AtlasBuilds decks and board materials from the team's documents.Agent
OverviewSkillsPermissionsPlatformsMemoryActivitySettings
How access works
- Atlas can only see channels it has been added to.
- Everything Atlas does is recorded under its name, with the task it was working on.
Approvals
Asks about actions outside its computerView details
Always allowed
Use a file in Drive, for the rest of this taskQ3 portfolio review deck/*Remove
Use Google Sheetssheets.readRemove
Things you have told this agent it can always do, so it stops asking. Remove one and it goes back to asking.
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