You Bought 12 Companies. Now You Have 12 Versions of the Truth.
Your operating partners spend more time collecting data than creating value. Board decks take weeks to build. Add-on acquisitions sit in limbo for months. The value creation plan everyone approved looks great on paper, but nobody can measure what's actually been captured.
Sound Familiar?
The board deck that takes three weeks to build.
Revenue definitions differ across portfolio companies. Cost categories don’t align. Chart-of-accounts structures were set up by different CFOs in different decades. Someone on your operations team spends weeks pulling data from each company, reconciling it into a single view, and formatting it for the board. By the time the deck is presented, the numbers are already stale. Half the meeting is spent debating accuracy. The other half runs out of time for actual decisions.
What changes: Portfolio financials pull automatically from each company’s systems. The board deck is always current. Meetings start with decisions, not reconciliation.
Twelve companies. Eight tech stacks. No single version of the truth.
Each portfolio company runs its own ERP, CRM, and reporting stack. Some use NetSuite. Others use QuickBooks, Sage, or something built in-house twenty years ago. When an operating partner asks a straightforward question like ‘What’s our consolidated revenue this quarter?’ the answer requires calling multiple CFOs, waiting for spreadsheets, and hoping everyone is using the same definition of revenue. There’s no single place to look.
What changes: One unified portfolio view, regardless of what each company runs underneath. Every portco keeps its systems. You get one consistent set of numbers.
The add-on that closed six months ago and still isn’t integrated.
The deal thesis was compelling: combine purchasing power, cross-sell to a broader customer base, and share operational infrastructure. Six months later, the new acquisition is still operating as an island. Their data doesn’t appear in your consolidated view. Nobody can measure whether the synergies are materializing. The hold period clock is ticking, and months of potential value creation are slipping away waiting for someone to finish a systems migration that keeps getting delayed.
What changes: New acquisitions appear in your portfolio view within weeks of close. No waiting for full ERP migration. The synergy tracking starts immediately.
The value creation plan nobody can measure.
The investment thesis identified millions in operational improvements. Revenue growth targets, margin expansion, cost reduction initiatives. Everyone agreed to the plan. Two years into the hold period, the quarterly LP update still relies on qualitative narratives instead of quantifiable results. When an LP asks ‘How much of the $5M improvement plan has been captured?’ the honest answer is: nobody knows precisely, because the measurement infrastructure doesn’t exist.
What changes: Every initiative in your value creation plan is tracked against actual portco financials. Real numbers, not stories.
What's Different Now
The Math Changed
Unified portfolio intelligence used to mean a seven-figure enterprise platform, a 12-month implementation, and a team of consultants who bill by the hour while they learn your business. That's no longer the equation. A purpose-built portfolio layer that connects all your companies now costs less than one operating partner's annual salary. The first company connects in weeks. You own it outright. No per-seat licensing that scales with your portfolio. No vendor who decides to sunset the feature your board relies on.
What We Build
What We Build for Firms Like Yours
Portfolio Intelligence Layer
One unified view across all portfolio companies, regardless of what systems they run. We connect 5, 10, or 15 different ERPs and CRMs into a single operational dashboard. No rip-and-replace at the portco level. Each company keeps its systems. You get one consistent set of numbers, updated automatically.
Automated Board and LP Reporting
Data pulls automatically from each portfolio company into consolidated reports. P&L rollups, KPI dashboards, EBITDA bridge, value creation scorecard. What took your team weeks of manual work now takes hours of review. ILPA-compliant formatting available.
Add-On Integration in Weeks
When a new acquisition closes, their data appears in your portfolio view within weeks. No waiting for full ERP migration. The new company shows up in consolidated reports almost immediately while the longer-term systems work takes its own time. Synergy tracking starts on day one.
Exit-Ready Data Infrastructure
Clean, audit-ready data rooms built as an ongoing process, not a last-minute scramble. Automated KPI tracking with complete history. When a buyer's diligence team arrives, the data is already organized. Firms with mature data infrastructure consistently achieve 0.5x-1.5x higher exit multiples.
Built Different
Every portco keeps its existing systems.
We read data from whatever each company runs. NetSuite, QuickBooks, Sage, SAP, or the homegrown system nobody wants to touch. Zero disruption at the portfolio company level. The only change is that their numbers now appear in your consolidated view automatically.
First company connected in weeks.
Not a six-month implementation. Not a "Phase 1 discovery." Working portfolio visibility in weeks. We prove value with the first few companies before scaling to the full portfolio. Full visibility in 6-8 weeks.
You own it outright.
One investment per build. No per-seat licensing that scales with your portfolio. No annual renewals. No vendor holding your data hostage. The code is yours. Scale it across 8 portfolio companies or 80 without additional costs.
Role-based access across the portfolio.
Portco CFOs see their own numbers. Operating partners see the consolidated view. Board members see the summary. LPs see what you choose to share. No one sees what they shouldn't. Each portfolio company's data stays on their infrastructure.
Common Questions
What operating teams ask us
We already have a BI tool. Why do we need this?
BI tools work great when all your data is in one place. With 8-15 portfolio companies on different ERPs, CRMs, and chart-of-accounts structures, your BI tool can only show what someone has already manually consolidated. We build the integration layer that makes your existing BI tool actually useful across the whole portfolio.
Our portfolio companies won’t change their systems.
They don’t have to. Each company keeps its existing ERP, CRM, and workflows. We read data from their systems and normalize it into a unified portfolio view. Zero disruption at the portco level. The only change is that their numbers now show up in your consolidated dashboard automatically.
How long until we see the consolidated view?
First portfolio company connected in 2-3 weeks. Full portfolio visibility in 6-8 weeks depending on the number of companies and system complexity. We prove value with the first few companies before scaling to the full portfolio.
What about data security across portfolio companies?
Each portfolio company’s data stays on their infrastructure. We pull aggregated metrics into your portfolio layer with role-based access controls. Portco CFOs see their own numbers. Operating partners see the consolidated view. Board members see the summary. No one sees what they shouldn’t.
What Would You Do With a Single View of the Whole Portfolio?
Most operating teams get their first consolidated dashboard in under three weeks. Book a call and we'll map your portfolio systems to show you what unified actually looks like.