Portfolio AI Readiness Workflow Step 1: Connect to Portfolio Data First, ask the user where the portfolio materials live. Don't assume — offer the options: - MCP servers — data room, SharePoint, Google Drive, or a portfolio-ops database if one is connected - Local files — a folder path on disk with quarterly decks, financials, board packs - File uploads — drag PDFs, PowerPoint, or Excel directly into the conversation Once connected, pull quarterly updates, board decks, and financials for the portfolio (or a subset). For each company, extract: sector, revenue, headcount by function, tech stack…