Work / Private Equity
Portfolio reporting is assembled by hand every quarter and deal pipelines live in email. We build the systems that make both continuous.
- 0 co'sreporting through one roll-up
- 0 daysquarter-end pack, down from two weeks
- 0%of memos drafted from the record
Right now, your quarter-end runs on nine spreadsheets that don't agree.
Portfolio companies report in nine formats, deal screening lives in a partner's inbox, and LP questions are answered from memory.
KPIs collected in nine spreadsheets
Screening memos written from scratch
LP questions answered by whoever remembers A portfolio company reporting late A screening memo in a partner's draftsSame week. Same team. A different set of problems.
The decisions behind portfolio reporting, screening and LP questions.
- Nine formats, one packThree people spend two weeks consolidating portfolio submissions.
- Screening from scratchMemos differ by author; deals are hard to compare.
- Thresholds missedA covenant crosses its line and nobody sees it until the board pack.
- LP questions by memoryAnswers depend on who is in the office that day.
- Nine formats, one packOne template, one chase
- Screening from scratchScreening memos drafted
- Thresholds missedCovenants monitored
- LP questions by memoryLP answers cited
Every stage of the fund writes to and reads from the same record. Pick a stage.
LP reporting that answers itself
Cited answers from the fund's own documents; every LP question logged.
A portfolio operating system: KPI collection, valuation marks and reporting from one record, with deal screening on top.
Portfolio
- KPI collectionPortfolio companies submit once; the roll-up builds itself
- Valuation & marksComparable sets and mark history in one place
- Quarterly packDrafted from the record, approved by the deal team
Deals
- Pipeline & screeningInbound and sourced deals scored against the thesis
- Screening memosConsistent first drafts from data room and public data
- LP data room agentAnswers with citations, logs every question
Agents we deploy
Scoped to the deal team's permissions; approvals stay with the partners.
- KPI chaser
- Memo drafter
- LP Q&A
- Covenant monitor
Built for private equity, run by thousands of investors. Each opens in its own site.
- Constraint
- Nine portfolio companies reporting in nine formats; a quarter-end pack assembled by three people over two weeks.
- System
- A KPI collection portal feeding one record, valuation marks alongside, and a reporting agent that drafts the pack for approval.
- Result
- Two days from last submission to approved pack; associates back on deals.
“The pack used to be the worst two weeks of the quarter. Now it's a review, not a build. (Simulated quote — see PLACEHOLDERS.md.)”
Tell us about one workflow. We'll come back within a working day with what a system would look like — then you pick a time.
- Map the workflow to the agents and systems that would run it
- Build inside the tools you already use — no new platform
- Move from a first increment to a system your team runs — in fortnights