Solutions · Portfolio Company

Build your company brain.Close the month in hours.See every region in real time.Report without the fire drill.Ask anything across your ops.

Connect every system into one source of truth, so operational visibility, monthly reporting and board packs run themselves instead of eating the finance team’s week.

Book a callSee what you can build →
01 · The problem

What we hear on first calls.

Everyone we talk to names a different pain.

“Every month-end is a fire drill to close the numbers.“I cannot see performance until the month is long gone.“The board pack takes a week we do not have.“I want to ask one question and get the whole company back.“Every month-end is a fire drill to close the numbers.“I cannot see performance until the month is long gone.“The board pack takes a week we do not have.“I want to ask one question and get the whole company back.
“Each region reports in its own format.“Budget versus actual lives in a dozen spreadsheets.“Every system speaks a different language.“Forecasting is a guess dressed up as a model.“Each region reports in its own format.“Budget versus actual lives in a dozen spreadsheets.“Every system speaks a different language.“Forecasting is a guess dressed up as a model.

Different symptoms, one cause: your firm’s knowledge isn’t structured anywhere.

02 · What you can build

A day on the platform.

Triggers fire, agents run, and the output lands in an app before you ask. Three workflows we build most often for portfolio company teams — every trigger, schedule and output configured to how your firm runs.

06:00Daily
Operational data updatesTrigger
  • Consolidate across every region
  • Refresh the manager scorecards
  • Flag anything off plan
06:15A live dashboard the whole team can openDashboardsEvery morning
14:21On ask
A question comes upTrigger
  • Read across every connected system
  • Pull the relevant numbers
  • Answer with the sources
14:22A cited answer, sources linkedAnswersSeconds later
Month-endScheduled
The month endsTrigger
  • Ingest actuals across every entity
  • Reconcile budget versus actual
  • Draft the board pack
08:00A board pack ready, variances flaggedReportingBefore the coffee

The full library, across the journey.

Every agent and app below comes as standard, configured to your firm. Anything your team does repeatedly can become the next one.

01Connect & integrateSystem connectorsBudget vs actual reconciliationAutomated monthly reportsOne PlatformSource of Truth
02Operational visibilityRegional dashboardsPer-manager scorecardsProductivity trackingDashboardsScorecards
03Predictive intelligenceDemand & staffing forecastForecast vs capacityForecastsPlanning
04BenchmarkingCross-region benchmarkingTurnover vs industry benchmarkBenchmarksAnalytics
05Knowledge & answersNatural-language ops queriesAI opportunity diagnosticKnowledge BaseAnswers
06Value creationExpansion thesis validationBolt-on screeningValue PlanPipeline

Agent runs on a trigger, does the work, reports back.App a live view your team opens any time, always current.+Build your own we build the first ones with you; your team keeps adding.

03 · Proof

Real firms, real numbers.

All case studies →
B2B SaaS growth fund

Founder financials, consolidated and metric-ready

Any formatingested into one record per company, metrics automatic.
Read the study →PE-backed operator

Every system speaking one language

1 platformevery region and system in one source of truth.
Read the study →Franchise group

Performance visible while the month is live

Real-timevisibility across every region and manager.
Read the study →

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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