Portfolio workflow

Compare a portfolio of product bets like investments — not chat-transcript notes.

Same dimensions, same scale, same framing. The portfolio canvas shows the gap between candidates so the pick stops being who shouts loudest and starts being what the evidence backs.

How comparison works
HIGH80-100MODERATE60-79LOW40-59PARK0-3981PICK67PARK5439portfolio canvas · one pick · the rest parkedsame dimensions, same scale, same framingDimension delta — pick vs parked moderateWedgeWTPDefensibilityFounder fit

The workflow

Founders pick the wrong bet because they compared notes, not portfolios.

A notebook of ideas is a list. A portfolio is a defensible comparison — same dimensions, same scale, same framing. The comparison ends with a pick you and your team can audit, not a decision you have to keep re-defending.

Step by step

From a candidate list to a defensible portfolio pick — step by step.

Each step reads the previous artifact. You see the input, what happens, the output, and the decision the step unlocks.

1

Generate or import multiple candidates

Input

Topics, notes, or competitor URLs for candidate ideas you're weighing.

What happens

Each idea becomes a framed candidate with customer + problem + outcome — ready for scoring.

Output

A portfolio of a handful of framed candidates in the workspace.

Decision unlocked

Which candidates earn the deep pass.

2

Refine each candidate

Input

The portfolio of framed candidates.

What happens

Each candidate is sharpened — vague customer becomes specific segment, vague outcome becomes measurable.

Output

Refined sibling versions, one per candidate, with lineage to the original.

Decision unlocked

Whether each candidate is sharp enough to compete fairly.

3

Score the portfolio

Input

The refined portfolio.

What happens

Each candidate scores 0-100 across the same investor-relevant dimensions — wedge, willingness-to-pay, defensibility, founder fit, and more.

Output

A scored portfolio with per-candidate breakdown and tier.

Decision unlocked

Which candidates clear the bar — and which are noise.

4

Compare side by side and pick

Input

The scored portfolio.

What happens

The portfolio renders as a band-organized canvas. Per-dimension deltas surface where each candidate wins or loses.

Output

A defensible pick plus the runners-up parked for later.

Decision unlocked

Which bet earns the next 12 months — and which to revisit next quarter.

Example walkthrough

A portfolio of candidates resolved into one defensible pick.

Follow a founder comparing a handful of product ideas — and watch the portfolio resolve to one bet plus parked runners-up.

High conviction

80-100

Async-First Standup OS

ScoreElevated

Customer

Eng managers on 8-30 person distributed teams

Wedge

A reconciled standup feed across the surfaces teams already use

Moderate

60-79

Compliance Memory for Solo CFOs

ScoreSteady

Customer

Solo finance leaders at 50-200 person SaaS

Wedge

Renewal-ready compliance pack in under 30 min

Low signal

40-59

Field-Team Inspections OS

ScoreMarginal

Customer

Ops directors at multi-site service businesses

Wedge

All inspection data in one auditable dashboard

Park or kill

0-39

Niche Forum Auto-Moderator

ScoreDeficient

Customer

Independent forum operators

Wedge

Pattern-match abuse without a human moderator

Starting point

A founder brings four product ideas they've been mulling for months — pulled from notes, a competitor URL, and a long topic they've been thinking through.

  1. 1

    Generate

    Founder imports a handful of candidate ideas — some from notes, some from topics, some from competitor URLs.

    All candidates pinned to the portfolio canvas.

  2. 2

    Refine

    Each candidate sharpened individually — vague "teams" becomes specific "eng managers leading mid-size distributed teams".

    Every candidate carries lineage to its originals.

  3. 3

    Score

    Portfolio scored on the same dimensions: 81, 67, 54, 39.

    Two clear leaders, one parker, one noise.

  4. 4

    Compare

    The 81 and 67 sit in different bands — but the 67 has a stronger founder fit dimension.

    Founder weighs founder-fit vs commercial-fit explicitly.

  5. 5

    Pick

    The 81 selected for the next 12 months. The 67 parked with a re-check date.

    Decision captured with rationale for future review.

ScoreElevated

81 wins — three parked candidates remain pinned for next quarter's re-check.

Example walkthrough — your candidates, scores, and pick will vary.

Outcomes

What the workflow returns — by how many candidates.

Inputs

a handful of candidate ideas in any format

Time

2-3 hr for a full deep-pass comparison

Output

Band-organized portfolio canvas, per-dimension deltas, defensible pick, parked runners-up

Decision unlocked

Which bet earns the next 12 months

Inputs

A long list of candidates

Time

30-45 min for the quick-score pass + deep pass on the top 5

Output

Funnel-shaped ranking; deep-pass artifacts on the finalists only

Decision unlocked

Which finalists deserve deeper attention

Inputs

Two pivots of the same idea

Time

60-90 min for the sibling comparison

Output

Before/after framing, score delta, the framing that wins

Decision unlocked

Which framing earns the next quarter

Prerequisites

What each step needs before it can run.

A fair fight needs sharp candidates on a common scale. Skipping refinement is the most common reason portfolio comparisons stay ambiguous.

Generate or import

Needs

Topics, notes, or competitor URLs

Why

Comparison needs candidates — bring them in any format; framing happens here.

Refine

Needs

Framed candidates from step 1

Why

Refinement sharpens individual candidates so step 3 measures a fair fight.

Score

Needs

Refined candidates (refinement strongly recommended)

Why

Scoring vague vs sharp produces noise; refined candidates score on real differences.

Compare and pick

Needs

A scored portfolio of multiple candidates

Why

The canvas needs at least a pair of reference points; a single candidate compared to itself isn't a comparison.

Start free

Compare your first portfolio for free.

Generate, refine, score, and compare without a credit card. Upgrade when you want exports, deeper intelligence, or larger portfolios.

See full pricing

FAQ

Portfolio comparison questions answered.

How many candidates should I compare?

A small handful works best. Too few candidates and there's no real gap between bands; too many and attention dilutes. If you're carrying a long list, generate quick scores first, then pull the top contenders into the deeper comparison.

Can I use the comparison for partner conversations?

Yes. The comparison output is a defensible artifact — same dimensions, same scale, sourced rationale per candidate. Co-founders, advisors, and angel partners can audit the reasoning, push back on specific dimensions, and the conversation moves forward instead of looping.

How does re-comparison work after I pivot a candidate?

Re-run the affected candidate through refinement and scoring. The portfolio comparison auto-refreshes — the pivoted candidate moves bands if the score changes, and the side-by-side highlights what shifted versus the prior snapshot.

How much time should I budget per candidate?

30-45 minutes per candidate for a deep pass — framing, scoring, dimension-level review. Less if the candidate is already framed; more if you're pivoting the framing mid-comparison. Quick-score passes are 5-10 minutes per candidate before the deep dive.

Can I use the portfolio output for investor decks?

Yes. Export the comparison as Markdown or PDF, drop the score band into your deck, and reference the per-dimension breakdown as appendix. Investors appreciate seeing the alternatives you considered — not just the one you picked.

Should I share the portfolio view with my team before deciding?

If you have one — yes. The comparison surfaces the trade-offs your co-founder or advisor would push back on anyway. Sharing the view earlier means the decision arrives with the team already aligned, not still negotiating.

Stop comparing notes. Compare a portfolio.

Same dimensions, same scale, same framing. The pick stops being a debate and starts being a decision.

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