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Portfolio Triage

Triage a portfolio without rebuilding the case domain by domain.

Upload a CSV, rank the workspace, and focus renewal, pricing, and outbound effort on the domains worth real attention.

Outputs

Priority, action, legal watchlist

The workspace turns a raw list into an action-ranked queue.

Use it for

Renewal and outbound focus

Work the slice of inventory that deserves actual operator time.

Avoids

Spreadsheet drift

Single-name analysis and CSV import feed the same workspace ledger.

Why the queue matters

A portfolio is usually too large to think about all at once. The triage layer narrows attention fast.

  • Sort by priority, overall score, legal caution, or retail range
  • Filter to the action recommendation that matches the current task
  • Focus a single case without losing the wider inventory context

What makes it operational

The triage view is not a disconnected report. It stays tied to buyer review, outreach, and reports.

  • Open buyers directly from the inventory view
  • Carry the focused domain through the dashboard workflow
  • Archive inventory rows without refunding workspace capacity

Best fit for the feature

Portfolio triage matters most when you have more names than you can sensibly review one by one in a week.

  • Domain investors working renewal decisions
  • Broker operators deciding which names deserve outreach
  • Small teams reviewing inventory in recurring batches

Ready to move faster?

Start the workflow where domain quality, risk, buyer-fit, and outreach stay connected.

NamBid gives you one workspace for single-name analysis, portfolio triage, buyer review, outreach drafts, and connected delivery.