Every portfolio company. One standard.
One version of the truth.
For a sponsor, one version of the truth means every portfolio company reporting the same KPIs, defined the same way, rolled up into one governed platform, without asking each company to staff an analytics team.
Every system your business runs on.
No rip and replace. No API required.
From tables and schemas to operational data sets.
We boil the chaos of systems down to a short list of operational data sets, and each one you connect lights up more of the business.
| Data set | Typical sources | Performance | KPIs | Board & LP | Cash | Value creation | Integration |
|---|---|---|---|---|---|---|---|
| Portco accounting / ERP | NetSuite, Sage Intacct, QuickBooks | ||||||
| Payroll | ADP, Paycom, Paylocity | ||||||
| CRM / pipeline | HubSpot, Salesforce | ||||||
| Operating systems | POS, field service, membership | ||||||
| Budgets / plans | Excel, planning tools | ||||||
| Bank / cash | Bank feeds, treasury |
We focus on the areas most valuable to your success.
Portfolio performance
Every company against plan and prior year, on one screen.
Standardized KPIs
One definition of each metric across the portfolio, however each company books it.
Board & LP reporting
On-demand roll-ups and board packages without the fire drill.
Cash & working capital
Cash, conversion and covenant headroom by company.
Value-creation tracking
The initiatives in the thesis, measured rather than asserted.
Add-on integration
New acquisitions onto the standard in weeks, not quarters.
A full data team, without building one.
Built by operators, and customers stay. Churn to date is near zero.
Ready to run your portfolio on one source of truth?
Tell us about your systems and we'll show you the platform running on data like yours.
Contact us