The acquisition closed.
Now you need answers.

Live KPI scorecards in 30 days. No new software. No heavy lift.

Book a Discovery Call →
Who This Is For

Built for people managing companies and portfolios

PE Operating Partners Family Offices Independent Sponsors Fractional CFOs Portfolio Company CEOs
The Offer

The Automated Scorecard — 8 KPIs, live in 30 days

Your most important metrics, pulled automatically from the systems you already use. No manual reporting. No new software. KPIs before, during, and after software migrations.

📊

5 Standard KPIs

Revenue, EBITDA, cash, AR aging, headcount — the ones every company needs

🎯

3 Custom KPIs

Identified through discovery — what keeps you up at night

🔗

2 Data Sources

Connected & automated from your existing systems

⚡

Live in 30 Days

Implementation guarantee

What You'll See

Your KPIs, one screen, updated automatically

Portfolio Company Scorecard
Standard KPIs Custom KPIs
Updated: Feb 2026
Revenue
$4.2M
▲ 8.3% vs prior month
EBITDA
$680k
▲ 5.1% vs prior month
Cash Position
$2.1M
— Flat
AR Aging
34 days
▼ Improved from 41
Headcount
127
+3 this month
Utilization Rate
82%
▲ Up from 74%
Project Profit Margin
38%
▲ 3.2% vs prior month
90-Day Pipeline
$2.4M
▲ 18% vs prior quarter
Scorecard Pricing

Simple, transparent pricing

Scorecard Implementation 8 KPIs, 2 data sources, weekly refresh for one year, live in 30 days $10,000

One flat price, no ongoing commitment.

What's Included

  • Scorecard training for your team
  • Interactive polished scorecard dashboard
  • Automated Scorecard updated weekly for one year

Terms & Assumptions

  • Pricing assumes up to 2 cloud-based data sources with standard API access
  • Weekly automated data refresh included for one year from go-live
  • Additional data sources, custom or on-prem data connections, and drill down views priced separately
  • Scorecards and data connections hosted for you. Client-hosting by request for additional fee.
What to Expect

Your top 3 questions, answered

"How much time will this take from us?"
About 2 hours for the discovery call. After that, we just need someone from your team (IT, controller, or office manager) to grant us access to the systems. We handle the rest.
"Is this going to be disruptive to our operations?"
No rip-and-replace. No new software to learn. No migration. We connect to whatever systems you already use and build in our own environment.
"What happens after it's live?"
The scorecard is yours. We build it, hand it off, and train your team. If you need ongoing support, updates, or want to add more KPIs down the road, we're a phone call away.
Systems We Connect To

100+ data sources — we connect to what you already use

Standard connectors for the most popular cloud platforms, plus the ability to connect to virtually any system your portfolio companies run on.

QuickBooks Sage NetSuite Acumatica Salesforce HubSpot ADP Gusto Dynamics GP

If your portfolio companies use it, we can connect to it.

Social Proof

What clients say

Navant Rotunda Capital Partners EFCG Enstor Chief Outsiders HXVF Allied Products Bron Tapes Trinity Precision Maple Hill Capital Infinity Capital Partners Equity Alliance Retech Systems Navant Rotunda Capital Partners EFCG Enstor Chief Outsiders HXVF Allied Products Bron Tapes Trinity Precision Maple Hill Capital Infinity Capital Partners Equity Alliance
"We're now able to see where success is coming from, and what challenge areas need attention."
— Pete Hayes, CEO & Founder, Chief Outsiders
"We now have a way to view consolidated financial information across all four of our entities with the click of a few buttons."
— Chris Lee, Managing Partner, Infinity Capital Partners
"We are now able to organize, analyze, and visualize data in near real time. This has provided clear, actionable insights into how our personnel, departments, and projects are performing."
— Garrett Nimmo, Retech Systems

Ready to see your numbers in one place?

Book a Discovery Call →