Expanding Human Potential in Mid-Market Private Equity
Portfolio Monitoring
As a Portfolio Management Professional, you drive performance across diverse companies after an investment closes. But each portco reports differently, and aligning metrics and insights across them in near real time becomes an ongoing challenge for maintaining visibility and focus.
Deal Sourcing
As a Partner or Deal Sourcing Member, you manage fast-moving opportunities across competitive markets. But as pipelines expand and information flows through disconnected tools, keeping everyone aligned on deal status and thesis fit can strain even the most disciplined process.
Finance
As the CFO or Fund Controller, you oversee complex financial operations spanning multiple ERPs, accounting systems, and portfolio company reports. But as data volume and investor expectations rise, keeping information consistent and timely across entities creates constant pressure on accuracy and speed.
Designed For Firms With
>$500M
Assets Under Management (AUM)
10-30+
Number of Portfolio Companies
$50M+
Value (EV) of Portfolio Companies
Maximize Portfolio Returns with
AI-Enabled Workflows
Cost Efficiency
Optimize EBITDA by running megafund-level resources on a fraction of the budget.
Scale & Speed
Complete deal & portfolio management tasks and reports in minutes that once took days or weeks, giving you an edge with LPs.
Data-driven Decisions
Enable AI workflows to remove human biases and systematically apply metrics, scoring models, and signals across deals.
We make your workflows more efficient
+30%
Operational Efficiency
25-40%
Reduction in Operating Expenses
15-20%
Reduction in Reporting Times
10X
ROI
Empowered by 50+ Technologies
Start Lifting Your Returns Today
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