Portfolio operating templates
Portfolio operating templates for steering a portfolio of products
These are the repeatable structures for running a portfolio through agents and a phone: the portfolio review, the weekly evidence snapshot, and typed focus, budget, and metric decisions. Agimon keeps them in one weekly operating loop so evidence turns into decisions your agents can execute.
No credit card required to start.
Connect products
Step 1 in the weekly loop
Weekly evidence
Step 2 in the weekly loop
Portfolio review
Step 3 in the weekly loop
Decide
Step 4 in the weekly loop
Apply
Step 5 in the weekly loop
Choose the template that matches your next decision
Each operating template answers one question: where does the portfolio stand this week, what evidence backs it, and which focus, budget, or metric call comes next.
Portfolio Review
Best for
Seeing every product this week before you allocate focus and budget.
Includes
- Product stage and posture
- Monthly budget
- Latest three area signals
- KPIs and trend
- Evidence freshness
- Open gaps
Weekly Evidence
Best for
Capturing one immutable snapshot per product so decisions rest on current signals.
Includes
- Product, Sales, and Marketing areas
- One snapshot per product per week
- KPIs and trend
- Freshness
- Explicit gaps
Typed Decisions
Best for
Turning evidence into a focus, budget, or metric decision that agents can execute.
Includes
- Focus, budget, or metric
- One atomic applied effect
- Reasoning captured
- Immutable, supersedable ledger
- Propose then approve
One portfolio, one weekly operating loop
The portfolio review, weekly evidence, and typed decisions are one loop, not three disconnected docs. Every product shares the same weekly cadence, so the evidence you record becomes the decision you apply and the history you can trace later.
Connect the portfolio
Bring the products the company operates into one view, each with stage, posture, and monthly budget.
Record weekly evidence
Capture one immutable snapshot per product across Product, Sales, and Marketing, with KPIs, trend, and gaps.
Review and decide
Read the portfolio at a glance, then record a focus, budget, or metric decision that agents can execute.
Apply and supersede
Each decision applies a typed effect to live company state, appended to a ledger you supersede rather than edit.
A spreadsheet can start you. Agimon keeps the decisions connected.
A spreadsheet can hold this week's numbers, but it loses the reasoning behind past calls. Agimon keeps the portfolio, weekly evidence, and the decision ledger connected, so focus and budget calls stay defensible as signals change week to week.
One seat for the whole portfolio
See where every product stands this week instead of holding focus and budget calls in your head or a spreadsheet.
From evidence to decision
Every screen drives toward a call. Weekly evidence is the input to a typed decision with an applied effect, not a chart to admire.
Built for the human plus agent seat
Agents record evidence and draft decisions from it. The operator approves or supersedes, so planning moves from authoring to reviewing.
What each operating template should include
A useful operating template names the evidence behind the plan, the required fields, and the call it drives before focus or budget moves.
A portfolio review should include
A portfolio review should include each product with its stage, posture, monthly budget, latest three area signals, KPIs, trend, and evidence freshness so focus and budget calls rest on the whole company at a glance.
Learn moreA weekly evidence snapshot should include
A weekly evidence snapshot should include one immutable record per product across Product, Sales, and Marketing, with KPIs, trend, freshness, and explicit gaps for the week.
Learn moreA typed decision should include
A typed decision should be exactly one of focus, budget, or metric, carry one atomic applied effect, capture the reasoning, and append to an immutable, supersedable ledger.
Learn morePortfolio operating template FAQ
The FAQ answers what portfolio operators ask before adopting Agimon: what the operating templates are, how weekly evidence differs from the portfolio review, what a typed decision can be, and how agents draft while the operator approves.
What are Agimon portfolio operating templates?
They are the repeatable structures for steering a portfolio: the portfolio review, the weekly evidence snapshot, and typed focus, budget, and metric decisions. They are workflow structures inside Agimon, not downloadable files.
What is the difference between weekly evidence and a portfolio review?
Weekly evidence is one immutable snapshot per product across Product, Sales, and Marketing. The portfolio review is the single screen that reads every product this week so you can decide where to focus and what to fund.
What can a typed decision be?
Exactly one of focus, budget, or metric. Focus sets a product posture, budget sets its monthly budget, and metric sets an area KPI. Each decision applies its effect in the same atomic transaction and is appended to a ledger.
Can agents record evidence and draft decisions?
Yes. Agents record weekly evidence and draft proposed decisions from it through the MCP surface. The operator reviews, approves, or supersedes, so planning is propose then approve.
Can I use Agimon for a single product?
Agimon is built for operators who cross from one product to a portfolio, where focus and budget compete across products. A single product works, but the value grows with portfolio breadth.
Where do decisions apply?
Every decision applies a typed effect to live company state and is recorded in an immutable, supersedable ledger, so the reasoning and the history survive.
Turn weekly evidence into decisions that stick
Connect the products you operate, record this week's evidence, and make the focus, budget, or metric call. Agimon keeps every decision and its reasoning in one ledger your agents can act on.
Free plan available. No credit card required.