Several cellars, one roll-up, and nothing leaking sideways.
Portfolio is the account layer for restaurant groups and wine-program consultancies. It consolidates at one stated rate, computes concentration across houses rather than inside them, and compares properties without naming them. Anonymized by default, cohorts suppressed under three houses, and client-ready output under your own name. From $495 a month per account.
Consolidate at one rate, datedEvery cellar in one figure, converted at a single rate with its date on the page. Concentration is computed across the account, because three houses each holding eight percent of one grower is twenty-four percent and no single-property view can see it.
Compare without namingHouses appear as letters. Naming requires written consent from every property on the account, and the toggle will not move until it is on file.
Suppress rather than blurA cohort of three with an average published lets a member who knows their own number solve for the rest. Under the floor, the statistic is withheld entirely.
Report under your own nameClient-ready output prepared by the consultancy, with the quarter’s recommendations attached per property.
Where the commitments actually sit
Allocations are the part no inventory report shows. A grower who lets you buy six cases a year does so on the understanding that you buy them every year, and skipping one usually costs the line permanently. That is a real cost and it does not appear anywhere in a cost-of-goods report.
Portfolio puts allocation windows, closing house service windows and inactive inventory on one twelve-month calendar across every house on the account, so a group negotiates once instead of three houses separately chasing the same grower.
What it will not do
It will not roll six metrics into one score. A composite hides the trade a good wine director makes on purpose — carrying more Burgundy at a worse turn because that is the house’s reputation.
A consultancy leaving does not take the house’s record or its pairing notes, and a house leaving does not take the consultancy’s protocols. Both terms are in the interface, not only the contract.
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.
Who owns the cellar data and the pairing notes?
If I leave, does my work leave with me?
The property does, and it exports complete in CSV or JSON without asking us. Your pairing corrections go with it, attributed to whoever wrote them. Nothing is pooled across houses and nothing trains a shared model, because a cellar list is commercially sensitive and so is knowing what you paid for it.
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.
