• DATA
  • INSIGHT
  • TARGETING
  • HUMAN

How to map investor portfolios with your AI

Connect Harmonic to your AI client to pull real-time data on firm holdings and company lists.

Ask AI about this page

Short answer

How can I map investor portfolios with my AI?

Your AI uses Harmonic to find investment firms and extract their complete lists of portfolio companies. This allows you to identify specific investment patterns and sector concentrations. You'll get a clear breakdown of how the data is processed.

Where the data lands.

The results of your research.

The AI turns raw firm data into these specific outputs.

DATA

Complete company lists

The AI pulls every company currently in a firm's portfolio. You get a clean list of names and details.

INSIGHT

Pattern identification

Your agent compares multiple portfolios to find common industries or stages. It highlights where specific firms are focusing their capital.

TARGETING

Lead discovery

Identify companies that match the exact investment profile of a specific firm. This helps you find new targets for outreach.

HUMAN

Strategic direction

The AI provides the lists and trends, but you decide which investment theses or outreach strategies to follow.

The workflow

What your AI does when the request arrives.

The AI handles the data retrieval so you can focus on the analysis.

  1. Find the firm

    Your agent searches for the specific investment firm you want to research.

    search_investors

  2. Pull holdings

    The AI retrieves the full list of companies held by that firm.

    get_investor_portfolio

  3. Identify trends

    The agent looks through the company list to find common sectors or stages.

    get_investor_portfolio

  4. Organize data

    The AI structures the portfolio data into a format you can use immediately.

    get_investor_portfolio

Try it

Copy these to start.

Use these prompts to begin your research.

Starting points

Replace the bracketed text with the actual firm names or sectors you are researching.

Harmonic Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_O5tKIhnHInYg8JOctp4byVDGglaoXhmQjE8xPPuX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Harmonic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "harmonic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_O5tKIhnHInYg8JOctp4byVDGglaoXhmQjE8xPPuX/mcp"
    }
  }
}
Copy into chat04

  • Find the portfolio for [Firm Name] and list their companies.

  • Search for [Firm Name] and tell me which sectors they invest in most.

  • Get the full portfolio for [Firm Name] and identify any common themes.

  • Compare the portfolio of [Firm A] with [Firm B] to see where they overlap.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Harmonic once, then ask.

Link the MCP to your client once. Your credentials stay encrypted on our side, and you can start querying immediately.

Connect Harmonic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI contact these companies for me?

    No. The AI only pulls data from Harmonic. You must handle all outreach yourself.

  • 02

    Can the AI change data in Harmonic?

    No. The tools only allow for searching and retrieving information. They cannot edit or delete records.

  • 03

    Can I find companies that aren't in a portfolio yet?

    No. The AI can only retrieve data for companies that are already part of a firm's recorded portfolio.

  • 04

    Does the AI see private deal terms?

    No. The AI only has access to the specific data provided by the Harmonic tools.

  • 05

    How does the AI find a firm if I only have a partial name?

    The AI uses the search tool to look up firms based on the names you provide.

  • More questions about Harmonic? See everything the Harmonic Connector can do

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