Portfolio Offer
Standardized governance snapshots and board-ready artefacts for cohort companies preparing for procurement scrutiny. Built to be repeatable, non-confidential, and contractable.
Tracking key: —.
Commercial terms available upon request; subject to executed agreement.
Public pages are non-confidential by design.
Scope boundary (public)
- Non-confidential only: no credentials, tenant identifiers, customer content, or regulated personal data in forms/email.
- Evidence-first: material findings reference an Evidence ID (export, screenshot, policy excerpt, or log reference).
- Procurement-safe: NDA/SOW lane activates only after procurement routing via Invoice/PO lane.
Note: portfolio outputs can be delivered under Model A (program contract) or Model B (company-by-company).
Fixed packages (portfolio edition)
Packages are standardized to keep procurement calm. Exact schedules and commercials are finalized under executed agreement.
| Package | Portfolio size | Primary outputs | Time window | Best when |
|---|---|---|---|---|
| Portfolio QuickScan | Up to 5 companies |
Per-company snapshot (intake + boundary map + initial findings) Artefact format starter (memo structure + MAP conventions) Evidence index starter (IDs + source type) |
2–3 weeks | Program wants rapid baseline + clean procurement messaging. |
| Portfolio Readiness | Up to 10 companies |
Everything in Portfolio QuickScan, plus: Control baseline (taxonomy + minimum controls) Risk themes (anonymized cohort pattern summary — optional) Routing pack (co-sell/procurement language + RID discipline) |
4–6 weeks | Scale-up cohorts approaching enterprise buyers and procurement gates. |
| Portfolio Governance+ | Up to 20 companies |
Everything in Portfolio Readiness, plus: Optional deep lanes (selected companies routed into 2/4/6-week assessments) Program-level operating memo (non-confidential governance posture) Escalation playbook (privacy/security/procurement red-lines) |
6–10 weeks | Program acts as a procurement-enabler with repeatable governance standards. |
Commercial terms: available upon request; subject to executed agreement (program contract or per-company). Optional volume adjustments can be defined in the partner agreement.
Included (standard)
- Standardized artefacts: memo format, MAP conventions, evidence index starter
- Procurement-safe routing language + clean buyer path
- Portfolio summary option (anonymized, non-confidential)
- RID discipline for tracking and handoffs
Not included (public scope)
- Credentials, tenant access, or confidential technical deep-dives
- Customer content review or regulated personal data handling
- Security attestations beyond the agreed evidence scope
- Implementation work unless separately contracted
Next step
- Use Programs lane to nominate a cohort and generate the intro email.
- Route procurement to Invoice / PO lane for vendor onboarding and contracting path.
- Route individual companies to Gate if operating Model B (company-by-company).