Owned companies
Track companies separately from acquisition targets. Keep reporting periods, reviewed figures and the original source materials together.
ONE OPERATING PICTURE
A private equity dashboard for the whole firm.
Bring owned companies, new deals, reporting materials and the people accountable for them into one operating workspace. Start with the records your team already uses.
Firm overviewSYNTHETIC EXAMPLE
Companies03
New deals02
Next actions04
Northstar Managed ITMonthly reporting · operating partner
Review figuresApex Network ServicesNew acquisition · deal team
Resolve diligenceMeridian Fund IIQuarterly reporting · finance lead
Prepare reviewIllustrative records. Explore the full workflow in the demo.
The dashboard is where the work comes together.
Your firm needs more than an overview of performance. It needs a route from a number to its source, from a deal to its next decision, and from an operating priority to its owner.
Active opportunities
Organize screening, diligence and the next decision. Keep questions and accountable work attached to the opportunity.
Operating priorities
Connect an improvement hypothesis to an owner, an approval and a result. Keep the evidence available when the firm reviews progress.
Keep the context attached.
| Record | What the team needs to see |
|---|---|
| Portfolio | Company, reporting period, source and review state |
| Deal pipeline | Opportunity, stage, diligence questions and next action |
| Firm coordination | Funds, relationships, owners and work due |
| Learning record | Baseline, intervention, outcome and supporting evidence |
A practical first step: bring your materials.
Start with a portfolio roster and one reporting package per company. Review the extracted text against the originals, identify the reporting gaps and assign the next action. Expand after the first useful reporting cycle.
Today: a working firm workspace, materials and manual review. External AI and connected systems require configuration and authorized access. The longer-term aim is an operating layer that learns from verified improvements across businesses.
Read the Agentic Equity thesis ↗Make the first workflow count.
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 minBring 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 guideBefore you start
Who is the dashboard for?
Private equity managers, deal teams, operating partners and finance teams who need a shared operating picture. Start with the reporting or diligence workflow that has a clear owner and a concrete decision.
Can we use our own firm data?
Yes. The private workspace starts with your firm and materials. The public demo uses synthetic records and is a separate way to explore the interface.
What is working today?
Firm workspaces, records, source uploads, supported local document extraction and manual reporting review are live. AI analysis and third-party connections require provider configuration and authorized access.