Flag Outperforming Portfolio Companies in Gmail
A company beating plan for multiple quarters or showing a step-change in revenue growth deserves IC attention. An MCP-powered automation can flag breakout portfolio company performance and send email alerts to your Partner, Platform lead, or Finance team with a brief note on which company is outperforming and why. This workflow surfaces breakouts early so firms gain signals on when it makes sense to pre-empt the next round.
How to set this up
Tools
- Codex
- Standard Metrics MCP. See here for set up details.
- Gmail connector with read and write permissions
Prompt used in the video:
45 days after each quarter, analyze quarter-over-quarter revenue growth across my companies and flag the outperformers to me over email. Adjust the time delay for any companies with offset fiscal year ends.
Tips:
- Narrow your outperformance criteria to a single metric if your first pass consumes too many tokens or takes too long. This automation works more seamlessly for firms managing a small portfolio.
