Private Equity · Portfolio Monitoring
Every portco, normalized. One fund-wide view.
Different accounting systems, different KPI definitions, different reporting cadences. Turning that into one fund-wide picture usually eats days of analyst time each month. We automate it—and surface the portcos that actually need attention.
One decision: where does the value-creation team spend time this month
Apex Logistics
NRR
118%
Rune Software
ARR Growth
+24%
Clearwater HVAC
Gross Margin
32.1%
Verity Partners
Rule of 40
47
NorthPeak Labs
Burn Multiple
2.8x
Harbor Foods
EBITDA Margin
19.4%
How It Works
Three inputs. One fund-wide lens.
Goes In
What portcos already send
- Monthly P&L & balance sheet (any format)
- KPI pack (ARR, NRR, gross margin, burn, etc.)
- Board deck exports or direct GL pulls
- Optional: pipeline, headcount, bookings detail
Comes Out
Fund-level clarity
- Every portco normalized to one chart of accounts
- Drift and variance vs. plan flagged automatically
- Side-by-side cohort views for operating partners
- LP-ready exports at fund, sector, or vintage cut
Who It's For
Funds tired of Excel month-end
- Lower & middle-market PE firms (4–30 portcos)
- Operating partners and value-creation teams
- Portfolio analysts reconciling reporting
- Funds outgrowing iLEVEL/Chronograph or building internally
Custom-built to your reporting template and fund workflow. Typical delivery: 6–10 weeks from kickoff.
Want to see this on your fund?
Share a redacted reporting template or a portco monthly. We'll show you what a single-view version looks like.