Monitor
Operator Intelligence
Financial and operational KPIs at the portfolio-company level, tracked continuously.
What it does
The capabilities.
01
Financials at the company level
P&L, balance sheet, and cash flow tracking for every portfolio company, updated as data arrives. See the operating reality beneath the fund-level return.
02
Operational KPIs per business
Dashboards built around the metrics that matter for each company, not a generic template. SaaS, industrials, healthcare, and consumer each get their own signal.
03
Peer comparison and benchmarking
Compare portfolio company performance against industry peers and operating benchmarks. Know whether a number is company-specific or sector-wide.
04
Risk and compliance monitoring
Cybersecurity posture and compliance tracking alongside financial KPIs. Surface risks that do not appear in a quarterly financial report.
The gap
Fund-monitoring platforms report what the fund returned. This reports what the businesses are doing.
The old view
Fund-level IRR, MOIC, and DPI, refreshed quarterly. The numbers are correct, but the story behind them arrives too late to act on.
The Operator Intelligence view
Continuous operating data from each portfolio company: revenue trends, margin pressure, cash conversion, and KPIs mapped to their business model. You see what is happening while it is still happening.
- 1
Live operational KPIs: on-time delivery, fleet utilization, revenue per load, cost per mile, and customer NPS — tracked continuously, not just quarterly.
- 2
Company-level financials: income statement, cash flow, and balance sheet with period-over-period variances for the same business, not a fund-level rollup.
Who uses it
Built for the people who act on it.
General Partners
See what the portfolio companies are doing, not just what the fund returned.
Operating Partners
Find the businesses that need help before the quarter closes.
CFOs / Finance teams
Consolidate actuals without the quarterly spreadsheet marathon.
See it against your own portfolio.
A 30-minute walkthrough using your asset classes and your metrics.
Request a demo