For PE Operating Partners and Portfolio Operations
Author the integration and value creation playbook once at fund level — deploy it across every portco. Roll-up reporting from live project data. No more chasing portco CFOs for slides on Monday morning.
14-day trial · No credit card · SOC 2 Type II observation underway · Tenant-isolated by design
What you get when value creation runs on a shared platform instead of 15 different spreadsheet conventions.
Every portco, every integration, every synergy claim — one workspace. Operating Partners see roll-up metrics across the portfolio without chasing portco CFOs for slides.
Author the playbook once at fund level — TSA Tracker, 100-day plan, synergy KPIs, Change Management — then deploy it as a template at every portco. Methodology consistency across the portfolio, configurable per deal.
Investor and Board report types with synergy and deal-value blocks, from live project data. Fund-level LP packs are an Enterprise build (on the roadmap). Stop building the same deck five different ways for IC, board, and LPs.
Each portco gets a tenant for its acquisition program. Carve-outs, TSA exits and integration tracking, managed at portco level and rolled up at fund level. Sponsor visibility without sponsor data leakage between portcos.
Each portco lives in its own RLS-isolated tenant. PortCo A cannot see PortCo B. The fund sees aggregate roll-ups via dedicated cross-tenant views — by design, with audit logging on every cross-tenant access.
An Operating Partner asks Claude Desktop, or any MCP client, for a portco's current pack — built from live project data, scoped to the projects you grant. Portfolio status without another portal login.
Want total value creation, operational and financial, monitored in real time across the portfolio? See the Value Creation product.
After close, continue an integration as its value creation plan, or fold several deals into one.
Concrete workstreams, not abstract claims.
Run the carve-out workstream + TSA exit clock from one workspace. Track every TSA service, due date, and exit cost in real time. Generate Steering Committee decks and IC updates without rebuilding slides.
Spin up an integration project under the platform portco tenant in minutes. Reuse fund-level TSA and 100-day templates. Track synergy realization against the underwrite without spreadsheet sprawl.
Change Management module covers cultural integration, comms cadence, leadership alignment, and adoption tracking. Map sponsor expectations to delivery without management consulting markup.
Operating Partner pulls a portfolio-wide value creation report on Monday morning across every active portco. Same data backbone, no manual chasing.
The Earnout Ledger is the buyer's record of an earnout: each period's figures with who entered them and their source, corrections as new versions with a reason, and who closed each period. It sits in the same project as the integration or value creation plan, so the record stays with the business when the advisers leave.
See the Earnout LedgerWith a plan, your assistant can also fetch the Steering Committee pack as a PowerPoint for you to download.
An operating partner running a portco's acquisition program usually starts on Firm. Enterprise is for the fund: portfolio roll-up and LP reporting across portcos, sold as a design partnership. BETA
For independent consultants, interim managers, independent sponsors and small corporate development teams.
from$1,000/ month
billed annually
For consultancies, private equity firms and mid-market corporate development teams running several programs at once.
from$3,000/ month
billed annually
For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.
from$56,000/ year
billed annually
14-day free trial · Talk to sales for a fund-level Enterprise rollout. SOC 2 Type II observation underway · 75 patents filed.
Two calculators over one roll-up. The first cuts your consulting bill. The second puts the same freed capacity into more deals. Both run on your own figures, and which one you take is your call.
Your figureOnly you know this one. Change it to match your firm.
Your figureOnly used to work out how many integrations run at once, for the plan below.
Your figureOnly you know this one. Change it to match your firm.
The same deals, integrated with far less outside help.
Your figureOnly you know this one. Change it to match your firm.
Our estimateWhat we believe our effect is. Not yet independently validated, so treat it as a starting point and move it.
4 deals × $0.8M per deal = $3.2M, multiplied by 40%.
The same team, with the capacity it gets back, completes more deals in the same roll-up.
Your figureOnly you know this one. Change it to match your firm.
Your figureOnly you know this one. Change it to match your firm.
Your figureOnly you know this one. Change it to match your firm.
Your figureA larger, better-integrated platform usually exits at a higher multiple; how much higher is your call.
Our estimateWhat we believe our effect is. Not yet independently validated, so treat it as a starting point and move it.
Your figureSpare capacity lets the team look at smaller deals, which are more available and usually cheaper.
Your figureOnly you know this one. Change it to match your firm.
Enter your own deal figures above, then press Calculate. We do not suggest a deal value: this one is yours to work out.
The capacity the platform frees is spent once. Bank it as a lower consulting bill, or put the team to work on more deals. Both figures use your numbers; which one fits your fund is your call.
An estimate, not a quote. It uses your numbers and our assumptions, both shown above, so you can check every figure. Nothing here is a commitment and none of it leaves your browser.
Firm
$36,000 a year
Returns 7.1× its cost
Your roll-up implies 0.6 concurrent projects over 5 years, priced here as Firm with 3 active projects. The return is the consulting saved each year, divided by the plan price. If you need data residency, buying by invoice or AWS Marketplace, or your own contract terms, that is Enterprise.
