Living Portfolio Briefs
Living Portfolio Briefs is a routine your Townie AI assistant runs as investor updates land, plus a refresh each morning: it reads the updates and their attachments, folds in your meeting notes, and maintains one structured, always-current briefing doc per portfolio company.
See it work: prepped for any founder 1:1 in one glance
Keep a living brief on every portfolio company
One living doc per company, updated while you sleep.
Gmail
Affinity
Outlook
Google Drive
Notion
Granola
SlackIt runs as updates land
Email from a tracked company's domain kicks it off, and a daily morning refresh folds in your latest meeting notes.
It reads the real numbers
Investor updates, board decks, and the attachments and links inside them — the financials come from the deck and the sheet, not the email body.
You get one living doc per company
Top asks, open commitments in both directions, a four-quarter snapshot, and sources — current the moment you open it.
Living Portfolio Briefs FAQ
It's a routine your Townie AI assistant runs as investor updates arrive, plus a refresh each morning: it reads each update and its attachments, folds in your meeting notes, and maintains a structured one-pager per portfolio company — top asks, open commitments in both directions, real financials, and sources. You describe it once; the message on this page is that description.
Town only reads the accounts you connect, access is scoped to you, and this routine is internal by design — it maintains your own docs and sends nothing externally. Read more in our security overview.
The attachments — that's the point. Investor updates usually carry the real numbers in a deck, sheet, or data room link, so the routine parses those rather than summarizing the email body. If a file or link won't open, it flags that company instead of skipping it silently.
Your email for the incoming updates, and a meeting-notes source (like Granola) if you want your 1:1 notes folded in. Where the briefs live is up to you — your assistant adapts to the doc tools you already use.
Yes — tell your assistant what your prep actually looks like. Add a cash-out-date line, track a specific KPI per company, or change when older context moves to the Historical section, all from one message.
