| PE Portfolio Prioritisation Dashboard
DS-ONT v5.1.0 · Epic 4 · #219 Internal Use Only
VE-QVF · Idea #24 · 19 April 2026

Which portfolio initiatives move the bottom line fastest?

Evidence-graded, LP-defensible prioritisation across all portfolio companies — ranked by NPV, TTV, and risk-adjusted return using the PFC VE-QVF pipeline.

"No more committee guesswork. No more Excel. A defensible capital allocation decision in minutes, not weeks."
Composite Score & Recommendation
Composite Score
8.0
out of 10
Value
8
High NPV potential
Feasibility
8
Infrastructure live
Risk-Adjusted
7.5
Low build risk
Kano
Excitement
→ One-Dim in 18mo
BCG Quadrant
⭐ Star
High attractiveness
INVEST

Gate G2: PASS. Multi-VE-instance infrastructure confirmed live. Warm GTM channel via Brian (PE network). Owned marketing (LinkedIn / thought leadership) scales independently post-pilot. Target deal size £25k–£75k. Time to Value 2–4 weeks.

Three Variants
Variant 1 — Internal Team
45s · 120 words

PE firms manage portfolios of 5–15 companies with dozens of competing value creation initiatives. Right now they're choosing which ones to fund using Excel, gut feel, and committee consensus — none of which is defensible to LPs when the exit underperforms. Our PE Portfolio Prioritisation Dashboard runs every initiative through the VE-QVF pipeline: NPV, TTV, IRR, risk-adjusted return, Kano classification — all in one view across the whole portfolio. The output is a ranked backlog with an evidence-graded Invest / Defer / Kill recommendation per initiative. We already have the infrastructure — multi-VE-instance is live. Brian is the warm channel for first pilots. This is an Excitement-category product with a Star BCG position and an ~8/10 composite VE-QVF score.

QVF proof-point: existing infrastructure + warm PE channel = low CAC, high deal size, fast TTV · Kano: Excitement
Variant 2 — PE Operating Partner
30s · 75 words

You have fifteen portfolio companies, forty competing initiatives, and one board meeting where you need to show LPs exactly where the value is coming from. Our dashboard runs every initiative through a structured prioritisation engine — NPV, time-to-value, risk weighting — and gives you a ranked, evidence-backed recommendation: invest, hold, defer, or cut. No more committee guesswork. No more Excel. A defensible capital allocation decision in minutes, not weeks.

QVF proof-point: evidence-graded LP-defensible prioritisation — not opinion, not RAG status · Kano: Excitement
Variant 3 — Brian / Introducer
20s · 50 words

When your PE clients ask how they decide which portfolio initiatives to back — we now have the answer. A dashboard that ranks every initiative by NPV and risk-adjusted return, with an Invest / Kill recommendation backed by evidence. Fifteen minutes to brief. Two to four weeks to first output. Worth a conversation?

QVF proof-point: warm channel GTM, low friction intro, fast pilot path · Kano: Excitement
F4.1 – F4.7
01
Multi-Instance Portfolio View
Dashboard aggregating VE-QVF instances across all portfolio companies in a single ranked surface.
Excitement
02
Initiative Scoring Engine
NPV, TTV, IRR, composite VE-QVF score per initiative via existing QVF skill chain. FDN context auto-scopes the model.
Excitement
03
Ranked Backlog + Recommendations
Portfolio-wide priority ranking with evidence-graded Invest / Maintain / Defer / Kill recommendation per initiative.
Excitement
04
RAID Health Overlay
Risk register health surfaced per initiative. Critical risks and blocking dependencies flagged inline.
One-Dimensional
05
BCG Quadrant Visualisation
Portfolio-level strategic positioning across all initiatives. Familiar PE framework — expected once tool is known.
One-Dimensional
06
LP-Ready Summary Export
Boardroom-ready summary report per fund. Ranked initiatives, recommendations, risk flags, and financial model inputs.
Must-Have
07
FDN Guided Intake — PE Variant
Structured intake using pfc-profile-org and pfc-discover adapted for PE context. Gates all downstream scoring.
Must-Have
30-Day Actions
Step 01
Create Epic in pfc-dev
Owner: Amanda · This session
Step 02
Kano Research
Portfolio size · existing tooling · LP report formats
Step 03
Brian Conversation
Owner: Paul · Within 2 weeks · Identify 1–2 pilot candidates
Step 04
FDN PE Intake Template
Owner: Amanda · pfc-profile-org PE variant
Step 05
PE Demo Page (v1)
Owner: Amanda / Milana · Sprint 2
Step 06
LP Export Format
Owner: Paul + pilot client input · Post-Brian