PortfolioPenguin and DealDuck are internal applications in Trunk, TB’s primary monorepo. PortfolioPenguin carries portfolio analytics—P&L attribution, risk factor analysis, and the data pipelines behind both. DealDuck covers the deal side: IC memo feedback, opportunity triage, strategy interviews, and VC portfolio framework modelling.
The articles below describe how those tools show up across portfolio analytics, risk management, deal evaluation, and investment-committee workflows. Titanium Birch is an evergreen investor; what follows focuses on tools and workflows, not a general company overview.
Most of the code lives in private Git repositories. This Labs site is not a copy of those repos; agents read them and write articles about problems, trade-offs, and patterns we can share without exposing confidential data. What you read here is accurate as far as it goes, and incomplete by design.