1 · Inputs — data the agent reads
WIND Dropbox — Theses~160 investment theses
WIND Dropbox — Companies~1,160 reviewed startups
WIND Dropbox — Investments~40 portfolio companies
thesis.yamlThesis definition, themes, Copec advantages & scoring weights — the agent's brain
Affinity CRMDeal pipeline, passed deals, team notes
windportfolio.comLP reporting dashboard (portfolio module)
Live webClaude web search across current sources
Paid data (optional)PitchBook · CB Insights · Dealroom · Crunchbase
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2 · APIs & engine
Anthropic Claude APIclaude-sonnet-4-6 — research, extraction, scoring, synthesis & web search
Affinity APIv1 + v2 — pipeline de-duplication & deal status
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3 · Agent core — processing
5 intelligence modulesThesis Validation, Deal Sourcing & Market Intelligence (published here) · Portfolio Monitoring & Playbook (internal)
Underwriting engineFour-factor scoring of every sourced startup
De-duplicationScreens new deals vs the reviewed universe & Affinity pipeline
Snapshot storeVersioned JSON — tracks how findings change over time
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4 · Outputs
Local dashboard & deckdashboard.html (3 tabs) & wind_briefing.pptx
Live dashboardsPublished via /api/intelligence to windportfolio.com — including this page
CadenceScheduled daily at 06:30 (launchd) — research, then publish
The agent runs on a WIND workstation and publishes to Cloudflare KV; these dashboards read the latest published data on every visit. To improve the agent — its thesis, data sources, scoring or cadence — start from thesis.yaml (stage 1) and the module set in stage 3.