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THE OPERATING NOTES

Practical guides for the work of private equity.

Dashboards, reporting and deal workflows. Frameworks you can inspect, worksheets you can use, and a clear view of where Agentic Equity begins.

Firm dashboard · 6 min

What should a private equity dashboard actually show?

A practical PE dashboard checklist: reporting freshness, reviewed figures, deal decisions and operating owners. Includes a downloadable dashboard requirements worksheet.

Read the guide Portfolio operations · 5 min

Bring your PE firm's materials together without a giant migration

An onboarding plan for PE portfolio reporting: inventory your companies, collect a bounded source pack, review extracted figures and establish an accountable reporting cadence.

Read the guide Choosing tools · 6 min

How to evaluate private equity software with a real workflow

A PE software buyer scorecard for dashboards, deal tools and portfolio reporting. Test source traceability, reporting gaps, approvals, access and export with a small pilot.

Read the guide Materials onboarding · 6 min

The minimum source pack for a useful PE dashboard

Assemble a PE dashboard source pack, check its CSV in your browser and download follow-ups. Includes a blank manifest and synthetic three-company worked example.

Read the guide Portfolio reporting review · 7 min

What should happen when a PE board pack is revised?

Handle revised PE board packs without losing the earlier evidence. Work through a corrected cash figure and download source files plus a revision/review log.

Read the guide Portfolio reporting · 7 min

Define portfolio company metrics before aggregating them

A portfolio KPI data dictionary with original worksheets and three synthetic EBITDA examples. Preserve reported values, review definition bridges and block unsupported comparisons.

Read the guide
EXPLORE THE PLATFORM

From an answer to a working process.