Diligence ends at completion. Ownership does not. Percomb Portfolio takes the technology assessment that informed the price and keeps it live across the hold period.
What it answers
- What technology assumptions underpinned the investment case?
- Which of the risks we identified have improved, worsened, or gone quiet?
- Which technology value levers are actually moving?
- What published evidence supports the current reading?
- What should we ask at the next board or operating meeting?
That last one is the practical output. An operating partner walks into a meeting with questions grounded in evidence rather than a dashboard of numbers nobody can source.
The boundary that makes it work
An investor sees published assessments. Not private drafts, not raw working material.
This is deliberate. A company that believes its investor is reading over its shoulder in real time sanitizes the workspace, and then the data is worthless to everyone. A company that publishes deliberately, on its own cadence, tells you something you can act on. The console reads snapshots the company published; nothing else crosses the line.
What a company sees of you
If you enable the company mirror, the company can see its own investor-facing view — the same reading you have. Most sponsors turn it on: it removes the suspicion about what is being said upstairs, and it makes the next conversation about the substance.
An investor tenancy is separate
The portfolio console runs on the investor license ladder, not the deal-workspace one. A firm that does both has both, and they do not mix: a company link is not a project, and a project is not a company link.