Map the firm
Your owned companies, active deals, reporting cadence and the people responsible for them.
SET UP YOUR PE FIRMYour materials.
Your materials.
Your first workflow.
Let’s put it together.
Book a call with Jack Jay to map your private equity firm’s dashboard, portfolio reporting or deal pipeline. Leave with a practical first workflow and a clear view of what its setup requires.
Start small enough to make it real.
Choose the first workflow
A reporting gap, diligence process or operating priority with a clear owner and useful outcome.
Scope the setup
The materials, review steps and connection prerequisites needed to run a bounded pilot.
Before you start
Do I need an account before booking?
No. You can book the call first, explore the public demo or create your own workspace separately.
What should I bring to the call?
An overview of your firm, the workflow you want to improve and the kinds of materials your team uses. You can use a synthetic example. You do not need to send confidential deal documents through the booking page.
What happens next?
The call scopes a first reporting or diligence workflow and its setup requirements. Any paid engagement, integration access or further commitments are discussed separately.