For fund partners & operating partners
Every company's numbers across the years. Every blocker with an owner and an age. Depth only where a company needs it. One picture, always current.
Everything the weekly calls produce lives in notebooks and heads.
You know where the pain points are, you push, you help where asked. But nothing accumulates, nothing is comparable, and follow-through depends on someone remembering.
Each company reports its own way. Nobody holds five years of revenue, EBITDA, headcount and CapEx side by side - every question starts with chasing files.
Pain points, commitments and asks live in the conversation. A quarter later, reconstructing what was agreed - and what happened - is archaeology.
You demand, management solves. Between calls there is no view of which asks are ageing, which are stuck, and which quietly disappeared.
There is a system of record for money, for customers, for code.There is none for how your portfolio operates.
Layer 1 · in build with a design partner
Portco A
Portco B
Portco C
no data since 2023
Portco D
· · · every company in the fund
Double-click any cell
the five-year trend opens with the underlying figures - high level first, granular when you ask
Upload, not integration
each year's reports load as files - no IT project at any portfolio company, working from week one
One format for the whole fund
the chasing ends: every company's numbers, one grid, always the latest year
Layer 2 · live today
The weekly call, structured. Management runs the day-to-day - the board tracks the asks: what was agreed, who owns it, how long it has been open, and what moved since the last call.
Over-inventory - Portco C
CFO · open 6 weeks
S&M spend unoptimised - Portco A
CEO · open 3 weeks
Key-person gap, ops lead - Portco D
CEO · open 2 weeks
Churn spike, top accounts - Portco B
Resolved · last week
Layer 3 · proven, not proposed
A blocker that will not close. A company where the numbers keep asking the same question. A COO who knows something is expensive but cannot say what.
A 60-day engagement in that one company: every process mapped and costed, gaps ranked by value, a findings report to its leadership. Management's time is a handful of conversations - the day-to-day stays theirs.
The findings, the fix roadmap as tracked work, and a company that keeps the system afterwards. An instrument you reach for - not a programme you commit the portfolio to.
This engagement runs today with a UK multi-entity group - 60 days from start to a findings report its leadership acted on in the room.
Where it compounds
"Portco C is carrying 14 weeks of stock. Portco B runs the same products on 6. What is that gap worth?"
The monthly pack shows the stock number. It cannot tell you why - or which company's way of working to copy. Map companies onto one schema and the comparison set builds itself, compounding with every deal.
The portfolio picture, continuously: the financial grid, the blocker board, live reports for the whole fund. The layer that replaces chasing.
Senior operator time plus the AI workforce behind it - working sessions, analysis, keeping the blockers honest between calls.
The 60-day deep dive in the one company that needs it - mapped, costed, findings delivered, fixes tracked.
Commercials are shaped to fund size and portfolio plan - and the first fund shapes the Monitor layer with us as a design partner.
A financial grid holds every company's core numbers — revenue, EBITDA, profit, headcount, debt, CapEx — five years back, loaded by upload rather than a systems integration. Any cell opens to the underlying detail, high level first, granular when you ask.
A blocker board that is live today: every ask from a call gets an owner and an age, so at the next call you see what moved, what is stuck, and what quietly went untouched instead of relying on notebooks and memory.
The financial grid and blocker board give a continuous view without waiting for the next check-in. Where one company needs more, a 60-day engagement maps and costs every process, ranks the gaps by value, and delivers a findings report its leadership acts on.
Both, split by layer: Monitor gives the continuous portfolio picture, Assist pairs a senior operator with the AI workforce behind it for working sessions and keeping blockers honest between calls, and Fix is the 60-day deep dive in the one company that needs it, with findings pushed into tracked work.
A 30-minute working session - we look at your portfolio together, show you your own numbers in the grid, and tell you honestly whether this fits.