Growth & Portfolio Intelligence
Portfolio Monitoring Agent
Every portfolio company reconciled, bridged, and board-pack ready.
Target outcome: Board-ready portfolio view
The business problem
1 to 2% revenue, over 2% EBITDA from SKU focus
Portfolio monitoring runs on hand-rebuilt Excel bridges and weekend board packs. Comparing companies means opening bespoke models; fund-level view lives in operating partners' heads.
What we deploy
Portfolio Monitoring Agent
Ingests the Excel packs and decks portfolio companies already send, computes variance and EBITDA bridges with reconciliation gates, and exports the board pack in your firm's template.
How this agent runs
Every agent follows the same operating loop on your stack: audit the evidence, decide with confidence scores, execute with human approval, and record results back to your systems.
Audit
Full coverage on the transactions and documents you choose: contracts, invoices, dispatches, disputes.
Decide
Confidence-scored recommendations with counterfactuals, tax feasibility, and policy rules applied first.
Execute
Human-in-the-loop for consequential actions. Agents prepare; your team approves.
Record
Clean results posted back to your ERP, WMS, or operational systems with a full audit trail.
What we need from you
Data and systems
- ERP and WMS sales, margin, and inventory history
- SKU master, plant/BU hierarchy, and planning calendars
- Existing BI or spreadsheet definitions leadership already trusts
Typical timeline
Portfolio or forecast workbench in 8 to 12 weeks. Executive consolidation views follow once definitions are aligned.
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. We agree the baseline and success metric before deployment starts.
Key capabilities
Ingest Excel MIS, decks, and scans with source lineage and confidence scores
Compute revenue and EBITDA bridges that reconcile by construction
Export board packs one-click into the firm's own template
How we deploy it
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. Same operating model on every agent: scope, deploy, measure, then scale or hand off.
Scope
Agree one outcome, baseline KPI, and the exports or systems the agent will read.
Deploy
Agent live on your ERP, WMS, or operational files within the engagement window.
Measure
Track results against the baseline with named transactions and audit trails.
Scale
Expand to adjacent modules or run independently. You own the code from day one.
Good fit if
- Every board cycle rebuilds the same fragile waterfalls
- Acquired-entity history breaks trend lines or gets footnoted
- Cost-savings claims are never tied back to the P&L automatically
Production module in the field
PE Portfolio Analytics
Case studies, module depth, and technical FAQs for the platform this agent runs on.
Frequently asked questions
Do portfolio companies have to change how they work?+
No. The agent ingests the Excel packs and decks they already send. Companies keep working in Excel; the platform reconciles and bridges.
How are EBITDA bridges computed?+
Bridges are computed in tested code against a locked convention that reconciles by construction. AI phrases the narrative from computed output only.
Can we export our own board template?+
Yes. Finished packs export one-click into the firm's layout with management-editable narrative grounded on computed numbers.
What happens when ingested data fails reconciliation?+
Breaches land the load in draft with a discrepancy report. Low-confidence figures cannot silently become frozen board numbers.
Is this for PE, VC, or operating partners?+
All three. Built for multi-entity portfolio monitoring across monthly, quarterly, and annual board cycles.
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Executive Consolidation Agent
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Ready to scope this agent?
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.