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Portfolio-wide AI priorities v1.0.0

Use this resource to find and rank AI opportunities across several portfolio companies

New

  • 580 downloads
  • 178 likes
  • 248 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install portfolio-ai-opportunity-ranking

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent connects to the portfolio's data sources, extracts key metrics and AI opportunities for each company, then ranks them in a single action list. You get a view of where operating-partner time should go first.

Mostly picked by

Updated November 2, 2026

Card for the “Portfolio-wide AI priorities” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: data connection and per-company scan
  • SKILL.md: cross-portfolio ranking and action list

Good fit for

  • A quarterly portfolio review before the annual plan
  • Deciding which company gets AI support first

Not for

    Tags

    • AI
    • portfolio
    • priorities
    • quarterly review

    About

    You say

    “Run the AI scan on our six portfolio companies using the latest quarterly updates.”

    Card for the “Portfolio-wide AI priorities” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to find and rank AI opportunities across several portfolio companies
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md6.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/private-equity/skills/ai-readiness
    Licence
    Apache-2.0

    Notice

    « ai-readiness » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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