Portfolio Visibility Shouldn't
Require 47 Spreadsheets.
Each portfolio company reports differently. Different systems, different metrics, different timelines. Manual reporting costs decision speed -- and decision speed is the entire game. We build the infrastructure that unifies it.
PE firms with 5-50 portfolio companies. Mid-market focus.
Your Portfolio Companies Report on Different Planets.
The data exists inside every company. But assembling it into a portfolio-level view that is current, consistent, and actionable requires an infrastructure layer that does not exist yet.
Every Company Reports Differently
Different ERPs, different chart of accounts, different definitions of the same KPIs. Revenue recognition alone can mean five different things across ten companies.
Weeks to Assemble a Stale View
Operating partners spending weeks every quarter building a portfolio-level view from email attachments, PDFs, and one-off spreadsheets. By the time it is assembled, it is already outdated.
No Standardized KPI Framework
Without a common metric language across investments, it is impossible to compare performance, identify portfolio-wide trends, or allocate resources based on data.
Due Diligence Disconnected from Ops
The rigorous data analysis done during due diligence gets siloed the moment the deal closes. There is no bridge between acquisition data and ongoing operational monitoring.
Board Reporting Is a Manual Nightmare
Every quarter, someone on the operating team spends 40-80 hours assembling board decks from scratch. Pulling data, normalizing formats, building slides, cross-referencing last quarter's numbers. This is not analysis time -- it is assembly time.
"We have 23 portfolio companies. I have a different mental model for how each one is performing because none of the data looks the same."
-- Operating Partner, mid-market PE firm
From Fragmented Reporting to Portfolio Intelligence.
We build the operational intelligence layer that connects every portfolio company to a unified view. Production-ready infrastructure, not another consulting deliverable.
Diagnostic
We audit your portfolio reporting infrastructure -- every system, every data flow, every manual hand-off -- and map exactly where visibility gaps, latency, and inconsistencies live.
Productized Builds
Pre-built solutions for the most common portfolio reporting problems, deployed with minimal disruption to portfolio company operations.
Portfolio Reporting Dashboard
Automated data collection from portfolio companies into a standardized view. Revenue, EBITDA, headcount, cash position, and custom KPIs -- updated automatically, not when someone remembers to email a spreadsheet.
Standardized KPI Collection
A common KPI framework deployed across your portfolio with automated ingestion. Normalizes different chart-of-accounts, revenue definitions, and reporting cadences into a single consistent view.
Targeted Builds
Custom-scoped systems built for your specific portfolio structure and operational needs.
Cross-Portfolio Data Integration
Custom data pipelines connecting portfolio company systems (ERPs, CRMs, HRIS) into a unified data layer. No manual exports, no email attachments.
Automated Board Reporting
Board decks generated automatically from live data. Narrative sections, variance analysis, and trend charts that pull directly from the source -- not from a quarterly data request.
Custom Decision Engines
Automated alerts and workflows that surface the portfolio-level decisions that need attention: margin compression, cash burn acceleration, headcount drift, revenue deceleration.
Ongoing Partnership
A unified portfolio intelligence layer. Every company, every metric, every decision -- visible in real time to the people who allocate capital.
The Cost of Delayed Portfolio Visibility.
Decision speed is the primary competitive advantage in PE. Every week of reporting latency compounds into real economic cost.
Operating team capacity consumed by data assembly rather than operational value creation. Across a year, that is a full-time senior hire spent on copy-paste work.
By the time a portfolio-level issue surfaces through manual reporting, the window for intervention has narrowed or closed. Margin compression visible at 90 days could have been addressed at 30.
Without standardized data, it is impossible to see patterns across the portfolio -- shared vendor opportunities, correlated risks, or operational best practices that could transfer between companies.
For a 15-company portfolio, incomplete visibility costs an estimated $2M-$8M annually in delayed decisions and missed operational leverage.
This is not a technology problem. It is an infrastructure problem. The data exists inside every portfolio company. What is missing is the connective layer that turns it into actionable intelligence.
From Scattered Reports to a Single Source of Truth.
How It Works.
Every engagement starts with understanding your portfolio structure and reporting needs before we build anything.
Portfolio Diagnostic
We inventory every system, data flow, and reporting process across your portfolio. Map gaps. Quantify cost of current state.
KPI Framework Design
Define the standardized metrics that matter across your portfolio. Map how each company's data translates into the common language.
Build and Connect
We build the data pipelines, dashboards, and automation that connect portfolio company systems to your unified view.
Scale Across Portfolio
Roll the intelligence layer out to additional portfolio companies. Each new connection adds depth to the portfolio-wide view.
Built-For-You Infrastructure. Measurable Results.
We define success metrics before we start building. Reporting latency reduction, coverage percentage, time-to-board-deck -- quantifiable outcomes that justify the investment. If the system does not deliver measurable value, we keep working at no additional cost.
See Your Entire Portfolio. In One View. In Real Time.
A Portfolio Diagnostic maps your reporting infrastructure, quantifies the cost of your current process, and shows you exactly what unified portfolio intelligence looks like for your firm. No pitch. No commitment.
Book a Discovery CallDiagnostic engagements start at $3,000. Productized builds from $5,000. Fixed scope. Fixed price.