The acquisition closed.
Now you need answers.

Business Intelligence as a Service for Portfolio Companies

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
The Journey

From Scorecard to Full Visibility

A three-phase framework that eliminates the manual work between your data and the decisions that matter.

Built for PE-backed companies · $30M–$100M revenue

PHASE 01 The Scorecard
30 days $12,000 6 months hosting included · $0/month

Your first automated, always-current view. The most important numbers in your business — connected to live sources, no manual pull, no monthly rebuild.

  • 8 KPIs identified and connected
  • Live data — no manual exports
  • Real-time view, built for your audience
  • Handoff, training, you own it
→
PHASE 02 The Data Foundation
90 days $50,000 Infrastructure + hosting included

Every source connected. Every silo collapsed. One structured data layer the whole organization runs from — without anyone manually assembling it.

  • All sources mapped and connected
  • Central data layer across all entities
  • Full KPI library defined and locked
  • Dashboards per audience + auto delivery
→
PHASE 03 The Data Partnership
12 months From $8,000/mo 12-month engagement minimum

The data is ready — now we build from it. Executive dashboards, board packages, department views, PE-ready reporting. Every output built once, automated forward.

  • Executive dashboards — CEO, CFO, PE firm, dept heads
  • Board packages — built once, runs automatically each quarter
  • Department scorecards — managers self-serve, no finance bottleneck
  • KPI trend views, entity comparisons, ad hoc builds
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 →