Cross-portfolio KPI rollups built from whatever each company happens to send eat operating-partner hours every quarter. We build the systems that pull it together automatically.
Every hour spent chasing a portfolio company for numbers is an hour not spent on the decisions those numbers should inform.
All software, all remote, nothing that requires anyone on-site.
A single live dashboard rolling up KPIs from every portfolio company's own systems, standardized automatically instead of reconciled by hand.
Automated KPI collection from each portfolio company on a set schedule, so nobody's chasing a spreadsheet by email.
AI agents that assemble a first-pass board deck from live portfolio data, ready for an operating partner to review, not build from scratch.
Picture a PE firm with eight portfolio companies, each reporting KPIs in its own spreadsheet on its own schedule. An automated system pulls standardized metrics from each company's own systems into one live dashboard, and a first-pass board deck assembles itself from that same data.
The quarterly scramble for numbers becomes a review of a dashboard that was already current.
Yes, we build the integration layer per company so each one's data flows into a standardized view regardless of what they run internally.
No, it removes the manual chasing and reconciling so operating partners spend their time on the decisions the numbers inform.
No, we pull from what each company already uses, we don't ask them to switch tools.
Rolling out across a portfolio typically takes three to six weeks depending on company count, once we've scoped each company's systems.
Book a 30-minute call. We'll map your portfolio reporting workflow and show you where automation fits.