Agents monitoring every stage. Exceptions surface automatically. Your operating partners spend time on decisions — not status updates.
Where is the money and resources going?
What is the forecasted cost and benefit?
Is it going well?
No surprises. That is the product promise.
The command center does not refresh when you click a button. It runs continuously. Agents monitoring stages across every portfolio company. When something is off, it surfaces. When everything is running, it stays out of the way.
The demo runs on hardcoded realistic PE portfolio data. Real output. Always available.
Portfolio Intelligence pulls from whatever project management tools each portfolio company runs — Jira, Monday, Asana, Notion, Supabase, spreadsheets. It normalizes everything into one data model. The PE operating partner sees across all companies without anyone changing their tools.
Routes decisions, maintains state, enforces gates. Fires when a new acquisition record is created.
Generates the master run book with platform recommendation, Shared Core, Per-Company Adaptation paths.
Maps the blueprint to each company's actual platform, licensing, and current systems.
Produces training modules for PE central team and local operators.
Before the full engagement, start with the Blueprint. A 30-day assessment of your portfolio's operational readiness. Delivered fixed-bid. If you proceed to the full engagement, the Blueprint fee applies to the total.
| Engagement | Price |
|---|---|
| Blueprint | $12,500 |
| Full engagement (5–20 companies) | $100,000–$150,000 |
Includes: Command center setup across all portfolio companies, agent monitoring configuration, 60-day active monitoring period, operating cadence established, and full documentation delivered.