Private Equity · Portfolio Monitoring

Every portco, normalized. One fund-wide view.

Mid-Atlantic funds still get portco packs in three different templates—but the Monday question is the same: which name is off plan on which KPI. A heat strip beats another deck page.

Variance vs. plan, portco by KPI—before the operating partner gets on the plane
Plan Variance Heat — Fund III (Sept pack)

Green = at or ahead of board plan; amber = watch; red = materially behind. Clicking a cell still opens the familiar KPI card—but the fund sees exceptions first.

How It Works

Monthly packs, GL pulls, and KPIs. One exception heatmap.

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)
  • Mid-Atlantic and Northeast funds with portcos scattered across industries
  • Operating partners, value-creation teams, and portfolio analysts
  • Funds outgrowing iLEVEL/Chronograph or building internally
  • See Brokerage for a single-operating-company example where agent-level P&L rolls up like a portfolio.
⌛ 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.