Streamline Financial Diligence With Portfolio Comps

Benchmarking a deal’s financials against portfolio company performance is one of the fastest ways to spot the relative strengths, weaknesses, and red flags worth investigating further. It’s also one of the least common things to do early on: the data lives in different places, the comps take hours to build, and teams typically skip them in favor of market, founder, and product research. With Standard Metrics’ MCP, firms can ask how prospective deals stack up to portfolio company performance by sector and revenue tranche. Pull data from Granola and Affinity, or upload financials directly, and comps come back in seconds. Teams get a clear read on financial health to inform the rest of diligence.

 

How to set this up

 

Tools

• Claude Cowork
• Standard Metrics MCP. See here for set up details.

 

Prompt used in the video:

We’re thinking about investing in this company (financials attached). Do we have an AI company in the $100M+ revenue range to benchmark their KPIs against? Produce a concise diligence brief if so.

 

Tips:

• Expand your benchmarking criteria beyond revenue range and sector for more accurate, tailored comps