For consultancies: two houses on your account, four blocks apart.

Consolidating four cellars is arithmetic. Comparing them is the risk, because one leak ends two engagements the same week. Portfolio anonymizes by default, suppresses a cohort under three houses where arithmetic would identify a member, and produces client-ready output under your name. From $495 a month per account.

Book a 20-minute call Portfolio

Photograph — Ronan / Unsplash

How an account starts

A twenty-minute call, firstBecause the consent and suppression settings depend on who is actually on your client list, and that cannot be configured from a pricing page.
Your client list mapped into cohortsWith the suppression floor set before a single figure crosses between properties.
Nothing benchmarked until you sign offOn who can see what. Naming any house needs written consent from every property on the account, and the toggle is disabled until it exists.

The leak nobody plans for

It is not a permissions failure. It is arithmetic. Publish an average across three houses and any member who knows their own number can solve for the other two. Publish it across four and a member who knows one other can get close. Blurring does not help, because a blurred figure plus next quarter’s blurred figure narrows the range.

So Portfolio suppresses rather than blurs, and re-evaluates suppression when a property joins or leaves, because adding a fourth house changes every average and a member comparing this quarter to last can back out the newcomer.

The objection

Yes, and that is deliberate. The property owns its record and its pairing notes and exports both complete at any time. You leaving does not take the house’s knowledge, and the house leaving does not take your protocols.

Both terms sit in the interface rather than only in a contract, because a term nobody can see is a term nobody trusts.

If we leave an account, does the house keep what we built?

Every consultancy, on the first call

Questions people ask first

Can two competing restaurants sit on one consultancy account?

I have two houses four blocks apart. One leak and I lose both.

Yes, and the isolation is the product rather than a setting. Houses show as letters by default. A cohort under three is suppressed outright, not blurred, because a member who knows their own GP can solve for the rest from an average. Naming anyone needs written consent from every house on the account.

Does it track allocations and pre-arrival?

Half my Burgundy is a phone call in March I cannot miss.

It flags them. Lots marked as allocation or mailing list appear on a twelve-month commitment calendar alongside closing house service windows, because skipping a year usually means losing the line and that is a cost no inventory report shows. Pre-arrival and en primeur positions are held as lots with a stated arrival rather than as invoices.