Portfolio Watch: we keep watching after the deal closes.

• Standing in the expert conversation. Whether the people who actually build and decide in its field are discussing the company more or less over time, and whether that movement runs ahead of its press coverage (usually the early signal) or behind it (usually the hype signal).
• New connections. When a company starts being tied to a sector, technology, or partner it was not tied to before. That is often the first visible move of a pivot or an expansion.
• Convergence moments. When several independent signals start pointing at the same company at once, we flag it. Those are the moments that later look obvious.
• Verified events. Funding rounds, filings, leadership changes: claimed versus what the record actually confirms, with the source attached. The receipt is the product.
• Silence. A company quietly dropping out of the expert conversation is also a signal.

Delivery: a monthly portfolio report (one page per company plus a summary page: the three companies that moved most, the one thing to act on), event alerts between reports when something verified lands, and a quarterly movement review.

An investor's book is full of private, early companies, and most of them are not yet in the expert record. We do not pretend otherwise. At onboarding, every company you name gets a coverage check, and you see the result before the first invoice:

The free coverage check is there before you subscribe. It shows the grade for each company, whether it can be watched deeply, watched through the public record, or not yet at all, and what we would watch. It does not hand over findings. The real work begins once you subscribe. The check is honest and free: it gives you a true per-company picture of your own book, and no research runs before there is a subscription behind it. And if too many of your companies can only be watched at the registry level, we tell you the bundle is not a fit before you pay. If you already know your set is watchable, you can subscribe straight from the bundles above.

Get my coverage report → Or book a call

Who this is for: domain-aligned investors in AI, data, and enterprise-tech, whose portfolio companies actually appear in the expert conversation we grade. If your book runs mostly outside that field, the coverage check will say so before any money moves. Corp-dev and strategy teams watching a target list or a competitor set use the same watch with a different list.