Run the portfolio from one operating dashboard.

Every portco feeds KPIs, financials, operational metrics, and AI-generated insights into a single command center built for private equity operators.

Portfolio

OperatingPortfolioInsights

Portfolio cos

12

Fund AUM

$2.4B

EBITDA growth

+14%

AI flags

3

Portfolio companyRevenue
  • Northwind SaaSKPIs - Financials - $84M
    $84M
  • Meridian HealthFinancials - Ops metrics - $210M
    $210M
  • Apex IndustrialOperational metrics - $156M
    $156M
  • Summit ConsumerAI-generated insights - $124M
    $124M
  • Harbor ManufacturingKPIs - Ops metrics - $98M
    $98M
  • Lakeside ServicesFinancials - AI insights - $67M
    $67M

Portfolio Infrastructure

Turn portfolio data into operating leverage.

Portfolio feeds

Connected

8

In progress

2

Queued

1

Available

14

ChannelStatus
  • P
    Portco financials
    Connected
  • K
    KPI scorecards
    Connected
  • B
    Board reporting
    Connected
  • P
    Pipeline CRM
    Connected
  • D
    Diligence notes
    In progress
  • D
    Data warehouse
    Queued

Portfolio Operations

Build the operating system every portfolio company feeds.

Portfolio Reporting

Standardize KPI, financial, and operating updates across portfolio companies so leadership can compare performance without manual rollups.

Operating Workflows

Track initiatives, owners, diligence requests, integration tasks, and board preparation inside systems built around your operating cadence.

AI-Generated Insights

Use AI systems to detect variance, summarize updates, surface risks, and turn portfolio activity into decision-ready context.

Apex Capital

Fund II review

Operating update ready

KPIs, financials, initiatives, and AI flags consolidated across active portfolio companies.

Review KPIsOpen IC memo

Frequently asked questions

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