The board pack is due Friday and half the portfolio still hasn't sent numbers.
Every quarter your team rebuilds the same KPI pack from a portfolio where every company counts things a little differently, and between board meetings you still can't say which value creation initiatives are actually moving. We fix one of those workflows a month, so the pack builds from what your companies already report instead of another round of chasing.
Portfolio visibility, commentary, and monthly review
Month-to-month implementation, cancel anytime
Fund-level reporting or operating-company systems
Where the quarter goes
Every portco counts things its own way
One company reports revenue gross, the next reports it net, a third has its own name for the same line. Before you can compare anything, someone spends two days reconciling definitions by hand, and by then the quarter has already moved on.
The board pack eats the week before every meeting
Numbers get chased over email, the deck gets rebuilt from last quarter's template, and the commentary gets written the night before. The team burns its cycles assembling the pack instead of reading what it says and deciding what to do.
Between meetings, the value creation plan goes dark
The initiatives, owners, and milestones sit in a tracker nobody opens and a few email threads. Ask which ones are stuck today and the honest answer is you'll find out at the next board meeting, which is exactly when it's too late to help.
So the instinct is to buy a portfolio-monitoring tool. That's usually the wrong first move. The tool still needs clean numbers and a clear owner underneath it, and that underneath part is the thing that's actually broken.
What a month of fixing looks like
The monthly portfolio KPI pack
Today, someone gathers spreadsheets and finance exports from each portco, lines up the definitions by hand, pastes the numbers into a deck, and drafts the commentary from memory. Every figure is one copy-paste away from being wrong, and nobody is quite sure it isn't.
After a month, the pack pulls from one shared set of KPI definitions, every number links back to where it came from, and the first draft of the commentary is already written for your team to check. You review the pack instead of building it.
The diligence document workflow
Today, a live deal means someone reading a data room folder by folder, retyping figures from contracts and management decks into a working file, and tracking open questions in a spreadsheet three people are editing at once.
After a month, the documents land in one place with the key facts already pulled out, the open questions sit in a single list with owners, and the memo starts from a first draft your deal team corrects instead of writes.
The value creation tracker
Today, initiative status lives in whatever the operating partner remembers, updates arrive by email when they arrive at all, and a blocker often surfaces for the first time in the board meeting itself.
After a month, you have one view of every initiative, who owns it, and whether it moved this week, with the stuck ones flagged before the meeting instead of during it.
How the month actually runs
Map the workflow
We sit with the people who build the pack today and follow it end to end: where each number starts, where it gets reworked, and which decisions wait on it.
Decide who checks what
We agree the metric definitions, which system is the source of truth for each one, and who signs off before anything reaches a board or an IC.
Build the tools your team opens every day
We ship the dashboards and data connections once, so the same workflow runs across the whole portfolio instead of getting rebuilt one company at a time.
Tune it with the people who use it
We fix whatever slows adoption with the deal and operating teams, then move on to the next reporting or value creation workflow.
Where AI fits
AI does the reading and the first draft. It pulls figures out of data room documents, drafts the KPI commentary and variance notes, answers questions across your reports and trackers, and flags the initiatives that have gone quiet. It does not decide anything. Your investment and operating teams still make every call that goes to an IC or a board; the AI just gets them there faster with the grunt work already done.
Read how each workflow gets fixed
Each of these is a plain walkthrough of one PE workflow, written for the person who owns it.
Two of our anonymized case studies started on workflows this close to yours: one an advisory CRM with an AI agent, the other a set of corporate-finance tools.
Read the case studiesHow to Fix Portfolio KPI Reporting
How to Turn Value Creation Tracking into a Workflow People Actually Use
How to Prepare Better Board Packs Without Rebuilding the Deck by Hand Every Month
How to Clean Up Portco CRM and Finance Data After Close
How to Build a Better Diligence and IC Memo Workflow
How to Build Cross-Portfolio Benchmarks for PE Teams
The practical part
Your portfolio data already lives in the systems your companies run on, and we connect to them as they are: CRM and finance platforms, ERP and BI tools, the spreadsheets and data warehouses behind the numbers, plus the data rooms, board decks, and trackers where the value creation plans sit.
Access follows who is allowed to see what. Fund, deal, and portco data stay walled where they should be, and anything sensitive enough to reach a board or an IC gets a human sign-off before it leaves the workflow.
It is month-to-month, starting from $4,000/month, one workflow at a time, cancel anytime. You are not signing up for a platform or a year-long program. You are fixing the workflow that is costing you the most this quarter, and you can stop if it doesn't stick.
Common questions
Which PE workflow would you fix first?+
Usually the monthly KPI pack, value creation tracking, or board pack prep, because those come around every quarter and hurt the most. If a single portco is the real bottleneck, we start there instead. We pick based on what is worth the most and what we can ship fastest.
Is this fund-level work or portfolio-company work?+
Either. Some of it sits at the fund level, like portfolio reporting, board packs, or diligence support. Some of it sits inside one company, like cleaning up the CRM or building a finance dashboard. We start wherever the pain is.
Where does AI actually help in PE workflows?+
Wherever there is reading, drafting, or reconciling to do. It pulls figures out of a data room during diligence, drafts the KPI commentary and variance notes for the board pack, and flags the value creation initiatives that have gone quiet since last quarter. Your deal and operating teams still make every call that reaches an IC or a board; AI just gets them there with the grunt work already done.
Tell us the workflow your team keeps rebuilding by hand
Whichever pack your team assembles from scratch every quarter, that is the one to start with. Tell us what it is and we will come back within one business day with where we would begin.
Rather score the workflow yourself first? Run the workflow calculator.