Value creation, grounded in the portco's real ERP data.
Connect each portfolio company's QuickBooks Online with one click and pull revenue, EBITDA, cash, and headcount straight from the general ledger. Then run 100-day plans, KPI reviews, and AI-generated initiatives that quote real numbers instead of generic playbook lines.
- One-click ERP connect
- KPIs from the general ledger
- Portfolio dashboard
- 100-day & value-creation plans
What the value creation workspace actually looks like.
- One-click ERP connect. OAuth into QuickBooks Online.
- KPIs from the general ledger. Revenue, EBITDA, cash, and headcount pulled from the ERP and mapped into a standard KPI schema — refreshed on demand, no operator spreadsheets.
- Portfolio dashboard. One view across every holding: revenue, EBITDA margin, cash, headcount, covenant headroom, org-chart rollup by sector.
- 100-day & value-creation plans. Structured workstreams — commercial, operational, org, capital — with owners, milestones, and status you can roll up to LPs.
What's in the value creation workspace
Every capability designed around the workflow you already run.
OAuth into QuickBooks Online.
- Encrypted at rest, per-portco scoped.
Revenue, EBITDA, cash, and headcount pulled from the ERP and mapped into a standard KPI schema — refreshed on demand, no operator spreadsheets.
One view across every holding: revenue, EBITDA margin, cash, headcount, covenant headroom, org-chart rollup by sector.
Structured workstreams — commercial, operational, org, capital — with owners, milestones, and status you can roll up to LPs.
Every AI-generated initiative gets a compact KPI snapshot (latest vs prior, YoY delta, ERP freshness) so it references your actual numbers, not the model's guess.
Sector-level synergy suggestions across companies you own, plus per-holding value-creation and PMI checklists.
A 25-minute demo, on your numbers.
We'll load one of your live workflows and walk through it end-to-end — no slides, no generic sandbox.
Book a demo