Portfolio OS connects to every company you own and surfaces a live intelligence layer across your entire portfolio — so you stop managing by board pack and start operating with real information.
Learn more| COMPANY | SECTOR | EBITDA | VCP | TREND | STATUS |
|---|---|---|---|---|---|
| Industrial Fabricators | Manufacturing | £18.4M | 102% | Healthy | |
| Helix Health | Healthcare | £12.7M | 94% | Healthy | |
| Northridge Logistics | Distribution | £9.1M | 87% | Procurement | |
| Beacon SaaS | Software | £6.8M | 110% | Healthy | |
| Atlas Foods | F&B | £14.2M | 71% | Margin | |
| Quanta Energy | Energy | £22.6M | 98% | Healthy |
By the time you read it, the situation has already changed. You're making decisions on data that describes last month — not today. Initiative drift that started six weeks ago appears in the next quarterly review. By then, the cost is already real.
There's no way to see your whole portfolio at once. You compare companies in your head, between emails, and at quarterly reviews. The same problem appearing across three companies simultaneously is invisible until you notice it in each one, separately, months apart.
When deal teams rotate or management changes, the context goes with them. Why that initiative stalled. What the real story is behind that customer concentration figure. The next person starts from scratch — every time.
Portfolio OS sits at the fund level — not inside your portfolio companies. It connects to existing data sources silently and feeds a single intelligence layer you can interrogate in real time.
Portfolio OS connects to the data sources your companies already use — accounting systems, board packs, management accounts, operational reports. No new software required at the portfolio company level. No change to how the business operates.
Portfolio OS reads every data point across every company, continuously. It understands your investment thesis for each company and tracks performance against it — without requiring anything from portfolio company management teams.
Ask a question about your portfolio in plain English and get a structured answer with confidence scoring. Receive automatic alerts when something diverges from plan — at the point it starts, not 90 days later when it appears in a board pack.
Northridge Logistics — Fuel and labour 61% of COGS. Margin at risk: £0.8MAtlas Foods — Commodity inputs unhedged through Q3Industrial Fabricators — Steel partially hedged, exposure to Q4Quanta Energy — VCP 98% complete. EBITDA trajectory strongIndustrial Fabricators — 102% VCP. Hold period entering year 4Helix Health — Pending margin stabilisation in one divisionPricing pressure detected across 3 companies simultaneouslyProcurement delays — Northridge and Atlas Foods, common supplierManagement reporting lag — 2 companies flagged this quarterLive P&L, cashflow, and KPI data across every company. Variance detection the moment actuals diverge from plan. No spreadsheet chasing. No waiting for the 15th of the month.
Ask a question in plain English. Get a structured answer with the data behind it, across every company you own simultaneously. Real answers, not founder updates or management narratives.
Every investment has a thesis. Portfolio OS tracks performance against it — financial actuals against entry assumptions, initiative milestones against plan — across every company, continuously.
Fund-level LP updates generated from live portfolio data. Consistent format, sourced figures, no analyst bottleneck. Operational progress described with evidence rather than narrative.
Pattern recognition across the whole portfolio. Which operational levers are working. What the common failure modes are. The same problem appearing across three companies surfaces automatically.
Every decision, management change, and operational signal captured throughout the hold period. When a new CEO arrives or a deal team rotates, the context stays. The next person doesn't start from scratch.
Portfolio OS doesn't just collect data — it maps the relationships between signals across every company you own. A pricing problem in one business surfaces as a pattern across three.
Managing 8–15 portfolio companies simultaneously with no live view across any of them. Initiative drift discovered at the next board meeting, not when it starts. Portfolio OS gives operating partners continuous visibility and early warning — without adding reporting burden to portfolio company management.
Live burn, runway, and growth trajectory data across the portfolio without relying on management self-reporting. See which companies are on a credible path to their next round — and which need intervention now, not at the next board meeting.
A single intelligence layer across every direct holding — consolidated, current, and queryable. Institutional-grade visibility across investments without building an institutional operations team to maintain it.
Deal data is some of the most sensitive material a fund touches. Portfolio OS is built around that fact from the ground up.
Questionnaires, DPAs, and architecture detail available on request.
We're working with a small number of fund managers in 2026 to shape the product. If you want to know what's actually happening across your portfolio — in real time, not in retrospect — we'd like to talk.
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