Company Portfolio Template (Free) - Showcase Your Projects
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Create a free SUNAGO account to download this template (Word & PDF) from your Templates library - and generate your own, pre-filled from your live project data.
A company portfolio template gives your firm one document that presents its services and best completed projects together - positioning, service lines, project evidence, and credentials - in a format a prospect or evaluator can read to decide whether you fit. It is free to download: create a free account to get the PDF and the editable Word and PowerPoint versions, then use the guide to fill it in and keep it current.
Get the company portfolio template - free to download:
- The print-ready PDF - A4 and US Letter.
- The editable Word & PowerPoint versions - the .docx and .pptx, and the option to generate your own portfolio from your live project data.
Every file is free. Create a free account to download - that is the only step.
Once you have the editable version, prefer Google tools? Upload the file to Google Drive and open it with Docs or Slides - the layout uses plain tables and converts cleanly. Every file ships with a filled-in example from a fictional engineering consultancy so you adapt a working document, not a blank one.
What a company portfolio is for
A company portfolio is the document a firm sends when a prospect wants more than a one-line pitch but is not yet reading a full proposal. It answers three questions in order: what does this company do, can it prove it delivers, and who stands behind it. That makes it broader than a project portfolio template, which focuses only on the projects - the company portfolio wraps those projects in the firm’s services and credentials.
Consulting firms, engineering practices, contractors, and agencies use it for pitch meetings, framework and prequalification applications, and as the leave-behind after a first conversation. It pairs naturally with a shorter capability statement template: the capability statement opens the door as a fast one-page screen, and the company portfolio follows when the prospect wants depth.
What’s inside the template
The template moves a reader from offer to evidence to trust:
| Page | Section | What it does |
|---|---|---|
| 1 | Cover - company name, positioning line, sector focus | States who you are in seconds |
| 2 | Services - service lines with a sentence each | Shows the full scope you offer |
| 3-5 | Project spreads: fact bar, scope, outcomes | Proves you deliver, with evidence |
| 6 | Company & credentials - people, certifications, proof block | Establishes that you are real and reliable |
The order matters. Leading with services tells a prospect whether you are even relevant before they invest attention in the projects; leading with projects alone risks a reader concluding you only do the three things shown.
How to build your company portfolio
- Open with a cover and a one-line positioning statement. Company name, one line on what you do and for whom, and your sector focus.
- Add a services page before the projects. Each service line with a sentence, so the portfolio shows your full scope.
- Select representative projects across your services. Three to six completed projects that together demonstrate your range, each with a fact bar, scope, and outcomes.
- Fill each project’s facts and outcomes. Period, value range, role, delivery method, sector - and back the scope with verifiable numbers.
- Complete the company and credentials page. Key people with credentials, certifications and registrations, and a proof block - client logos or a quote.
- Export to PDF and confirm the length. A4 or Letter, background graphics on, tight - trim text rather than shrink the layout.
Company portfolio example: filled in
The template ships with a complete example built around Meridian Engineering Consultants, a fictional 45-person civil and environmental firm. Its services page and a project spread read:
Services: Water & wastewater engineering · Transportation infrastructure · Environmental permitting · Construction-phase engineering
Featured project - Northgate Water Reclamation Facility Client: City of Northgate Utilities · Period: 2023-2025 · Value: $15-20M · Role: Prime consultant · Delivery: Design-bid-build · Sector: Municipal water
Outcomes: 12 → 17 MGD capacity · 3.2% under estimate · 0 permit violations · 6 weeks ahead of schedule
Credentials: ISO 9001 certified · 4 licensed PEs · Reference: Director of Utilities (available on request)
The services page frames the firm’s full offer; the project proves one slice of it with numbers; the credentials line makes the whole thing verifiable. That is the arc a company portfolio should follow.
Where the content comes from - assemble it, don’t rewrite it
A company portfolio is assembled from parts you already maintain: a services list, a set of project records, a staff roster with credentials, and a certifications register. Firms that keep these as structured data rebuild a tailored portfolio for each pitch in an hour; firms that keep them scattered across old decks rewrite the same pages every time. Map the template to your records:
| Template section | Where it should live |
|---|---|
| Services page | A maintained service-line list |
| Project spreads | One structured record per project (a project sheet) |
| Company & people | A staff database with credentials |
| Certifications & proof | A register of certs and client references with consent dates |
Keep these once and the portfolio becomes a selection-and-export task rather than a writing project.
What the evaluator checks first
When a company portfolio supports a framework or prequalification submission, evaluators screen it before scoring. EU procurement law lets buyers require “a list of the works carried out over at most the past five years” with certificates of satisfactory execution (Directive 2014/24/EU, Annex XII); US federal buyers verify past performance through SAM.gov. A reviewer checks that the services claimed are backed by real projects, that those projects are recent and at the required scale, that the firm’s role is explicit, and that credentials and references are verifiable. A portfolio whose services page over-promises relative to its project evidence is a red flag; keep the two in balance.
Keep the portfolio current - regenerate it
Services expand, projects complete, staff earn credentials, certifications renew. The free project reference manager from SUNAGO keeps projects, people, and credentials as one live database and regenerates company portfolios, capability statements, and one-pagers from it - so a new certification or a completed project updates every document that uses it. Create a free account to download the template and generate your own portfolio from your project data.
Related templates and guides
- Project portfolio template - the projects-only showcase inside a company portfolio
- Project one-pager template - a single project on one page for annexes and follow-ups
- Engineering portfolio template - the standards-led variant for engineering firms
- Architecture portfolio template - the image-led variant for architecture studios and design practices
- Capability statement template - the one-page firm summary that leads a pitch
- What a capability statement is and how to write one - the full guide to the companion document
Frequently asked questions
What is a company portfolio?
A company portfolio is a document that presents a firm's services and completed projects together to win new work. It is broader than a project portfolio - it opens with who the company is and what it offers, then proves that offer with representative projects, credentials, and client evidence. Consulting firms, engineering practices, contractors, and agencies use it for pitches, framework applications, and prospect meetings.
What should a company portfolio template include?
A cover with a positioning line, a services page, three to six representative project spreads (each with a fact bar, scope, and quantified outcomes), a company-and-credentials page with key people and certifications, and a proof block such as client logos or a quote. The structure moves from what you offer, to evidence you deliver it, to who stands behind it.
Is the company portfolio template free?
Yes. Every file is free: the print-ready PDF and the editable Word and PowerPoint versions cost nothing. Creating a free SUNAGO account is the only step - it unlocks the download and lets you generate the portfolio from your own project data. A one-line credit link sits in the footer, which you may keep or remove. To use the editable file in Google tools, upload it to Google Drive and open it with Docs or Slides - the layout converts cleanly.
What is the difference between a company portfolio and a capability statement?
A capability statement is a single page summarizing the firm - competencies, differentiators, and contacts - used as a fast screening document. A company portfolio is a longer, designed document that adds project evidence and depth. Firms often lead a pitch with the capability statement and follow with the company portfolio when a prospect wants proof.