Real-timevisibility intoevery portfolio company.
Know exactly how each business is performing—right now, not weeks from now. PortfolioCo unifies financials, OKRs, and board decisions so you can act fast.
Trusted by leading PE firms
PE firms are drowning in outdated spreadsheets.
One platform for complete visibility.
Alpha Capital Partners
Beta Equity Group
- 4 years of financial metrics
- All board decisions & OKRs
- Full audit trail & timestamps
- Zero data loss or migration
Your dashboard moves with the company.
When you sell a portfolio company, the new owner gets instant access to years of performance data, board decisions, and strategic context. No knowledge lost in transition.
For Sellers
Demonstrate your value creation story with complete data. Show new buyers exactly how you transformed the business with timestamped metrics, OKR progress, and board decisions.
For Buyers
Hit the ground running on Day 1. No months spent rebuilding dashboards or hunting for historical data. Every metric, trend, and decision is already there.
Zero Data Loss
Built on our ownership architecture. When ownership changes, permissions update automatically while all historical data stays intact and accessible.
“The fact that the dashboard transfers with the company is a game-changer. Our buyers love getting full transparency on day one, and it helps justify our valuations.”
Q3 Performance Update
Acme Corp • Series B
Quarterly updates, on autopilot.
Stop copy-pasting charts from spreadsheets into PowerPoint. PortfolioCo snapshots your live dashboard data to create beautiful, consistent investor updates in seconds.
Pull live financial and OKR data into a branded template.
Historical data is locked when the report is sent.
See which LPs open the report and drill into the data.
Context-aware board discussions.
Stop losing context in endless email threads. Discuss metrics, OKRs, and decisions directly on the dashboard. Every comment stays connected to the data it references.
Reply to specific metrics or decisions with full context preserved.
Tag team members and get instant notifications on important updates.
Board members, executives, and PE partners see only relevant discussions.
Cash position is lower than expected. What's driving the higher burn this month?
We prepaid Q4 hosting costs to lock in better rates. Net saving of $45K over the year. Cash runway still healthy at 13 months.
Perfect. Good proactive thinking on the hosting costs.
Everything PE firms need to drive value.
From real-time financial monitoring to strategic decision tracking.
Financial Monitoring
Track cash position, EBITDA, revenue, and runway across all portfolio companies with real-time dashboards and trend analysis. Never be caught off guard.
OKR Tracking
Align quarterly objectives across PortCos. Track progress with visual indicators and drill into initiatives.
Board Decisions
Kanban-style tracking of board mandates. Assign owners, set due dates, and link to strategic OKRs.
Leading Indicators
Go beyond lagging metrics. Track quotes, utilization, CSAT, and pipeline to predict future performance.
AI-Powered Analyst
Ask questions about your portfolio in plain English. Get instant analysis, trend explanations, and actionable recommendations from your data.
Built for PE workflows.
Data flows seamlessly between stakeholders. Everyone sees exactly what they need.
PE Partners
Full portfolio overview with aggregated metrics, health statuses, and one-click drill-down.
PortCo Executives
Complete operational control. Update metrics, manage OKRs, and collaborate with stakeholders.
Board Members
Read-only access to dashboards. Leave comments and stay informed without overload.
What PE leaders are saying.
“We were drowning in spreadsheets. Now we have real-time visibility into every company. It's transformed how we operate.”
“The AI analyst saves my team 15+ hours per week. We can finally focus on value creation instead of data collection.”
“Board decisions used to get lost in email threads. Now everything is tracked and linked to our strategic OKRs.”
Ready to transform your portfolio management?
Join leading PE firms who are driving better outcomes with PortfolioCo. Schedule a demo to see how we can help your team.