The AI Operating System that understands how each portfolio company reports—giving PE firms trusted visibility across their entire portfolio.
| Company | Revenue | vs Budget | EBITDA | Covenant |
|---|---|---|---|---|
| TechCo Ltd | £23.4M | +12% | £5.2M | ✓ Safe |
| ServiceCo | £18.7M | -8% | £3.1M | ⚠ Warning |
| RetailChain | £45.2M | -15% | £2.3M | ● Critical |
| FinanceCorp | £31.5M | +5% | £8.7M | ✓ Safe |
Every quarter, the same painful ritual
Endless follow-ups for data that should have arrived last week
Excel, PDF, email attachments—every company does it differently
Revenue in the board pack ≠ revenue in the flash report
It's 9pm before the LP meeting and you're still fixing spreadsheets
Your portfolio's source of truth—with intelligence built in
Upload board packs, financials, or reports in any format. AI extracts metrics with automatic data cleanup and issue flagging—catch contradictions, errors, and anomalies before they become problems.
Human-in-the-loop verification with complete edit history. When you correct a number, the system logs who changed it, when, and why—full CYA for LP audits and compliance.
Track how each company calculates metrics over time. Know when definitions changed, what's comparable across companies, and surface relevant historical context automatically.
See historical data per company with trend analysis at a glance. Understand how each portfolio company is performing over time without digging through spreadsheets.
Query your portfolio in plain English via platform chat. Get verified answers to questions about burn rates, EBITDA trends, and more in seconds.
Consolidate data from across your portfolio companies. Export clean, validated data to Excel with full audit trail and data lineage baked in.
Help us prioritize what matters most to you
Generate polished, meeting-ready reports in minutes. Professional formatting with all required metrics, commentary, and full attribution.
Set hypotheses about your portfolio companies and monitor them over time. Track value creation initiatives, identify what works, and build repeatable playbooks.
Native AI support across Slack, Teams, and email. Ask portfolio questions from wherever you work—get verified answers with full context.
Go beyond basic flagging. Detect subtle data anomalies, trend breaks, and cross-company inconsistencies that signal real problems before they escalate.
Track covenants across your portfolio in real-time. Receive alerts before breaches occur and maintain compliance records.
Process DD documents instantly. Extract key metrics, identify risks, and create executive summaries automatically.
Connect QuickBooks, Xero, banking systems, and more. Automated data flow from your existing tools—zero manual entry.
Direct upload access for portfolio companies with automated reminders and submission tracking.
This is where you come in. At PE Insights Conference, we want to understand which of these features are must-haves vs. nice-to-haves. Founding partners will help shape our product roadmap.
Whether you're an Operating Partner, CFO, or Investment Team member, PortfolioOS has you covered
Track which value creation initiatives actually work. Compare performance across portfolio companies and build repeatable playbooks.
Consolidate portfolio data with complete confidence—every number traced to source with full audit trail. No more spreadsheet archaeology.
Spot problems before they hit the boardroom. Get visibility on performance trends and data issues across your entire portfolio.
Transform your portfolio operations from cost center to competitive advantage
Turn quarterly marathons into efficient sprints
Complete transparency on every number's source
Spot problems before they become crises
Shape the product roadmap and lock in preferential terms—limited to 10 firms
We're looking for 10 PE firms to partner with us from day one. As a founding partner, you'll get:
We're conducting 30-50 in-depth interviews to validate product-market fit, prioritize features, and structure our founding partner program. Book a demo slot to explore whether PortfolioOS is right for your firm—and help us build the product you actually need.
Not attending the conference?
We're not here to sell—we're here to listen. We're conducting 30-50 customer interviews to understand what PE operations teams actually need. Your insights will directly shape our product roadmap.
What to expect: 15-20 minute conversation about your portfolio operations workflow, pain points, and which features matter most to you. No commitment required.