Portcobrief

an easy button for analyzing VC portfolios

Understanding a VC firm's portfolio takes a lot of time. There may be dozens of portfolio companies, some doing apparently-similar work, with homepages that use opaque marketing language. The goal of Portcobrief is to give anyone the ability to understand a VC firm's portfolio without having to spend hours or days poring over the websites of individual portfolio companies.

The script will:

1. Extract company URLs from the portfolio page
2. Validate each URL as a legitimate company website
3. Scrape and summarize each company
4. Generate two output files:
   • short_summaries.csv: Brief company descriptions
   • long_summaries.docx: Detailed company analyses

Output Files

short_summaries.csv

Contains concise company descriptions with:

• Company name
• Website URL
• Brief summary (50 words max)

long_summaries.docx

Contains detailed analysis of each company including:

• Full company description
• Key products/services
• Target market
• Notable features

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Known Limitations & Bugs

Limitations

• Some websites with heavy JavaScript rendering don't scrape properly
• GPT-3.5 isn't great at figuring out whether a website is for a startup company or for something else
• Rate limiting may affect processing of large portfolios
• GPT-3.5 summaries may occasionally miss technical nuances
• Cookie/popup handling may fail on some sites

Known Bugs

• Certain SSL certificates may cause scraping failures
• Progress tracking can be inconsistent if the process is interrupted during file writes
• Some non-English websites may return incomplete summaries