Portfolio Monitor, Continuous portco health scoring, with alerts before things break.
Continuous portco health scoring, with alerts before things break.
Always-on health scoring across the portfolio that surfaces the company that needs attention, and tells the right partner before it becomes a board problem.
- stage
- Monitor
- pilot
- 4 to 8 wks
- data
- yours
- runs
- 24/7
What is private equity portfolio monitoring software?
Private equity portfolio monitoring software tracks operating and financial KPIs across a fund's portfolio companies and surfaces anomalies before they become material. The advantage over a static dashboard is proactive alerting on trends, not just a point-in-time snapshot.
We build monitoring around your own portco data: the system maintains a continuous health score per company across multiple axes, detects metric drift between reporting periods, and alerts the responsible partner with context, rather than waiting for the next monthly board pack. Instead of learning about a cash-runway problem thirty days late, the partner sees it the week it starts. Configured per fund and deployed under NDA on your stack.
What a single run of Portfolio Monitor actually looks like.
Anonymized sample. Numbers and company names are illustrative. The shape of the run, sources, scoring, routing, is what you'd see on your own data.
Portfolio problems rarely announce themselves. They show up as a slow drift in metrics that no one is watching closely enough, until they're a board-level fire.
Partners can't manually track every KPI across every portco. By the time a monthly report lands, the moment to act early has often passed.
What manual monitor work actually costs.
- 01Days between portco trouble and partner awareness30+Because monthly board packs are the only signal today.
- 02Portcos under continuous health scoring0Until this system is in place, defaults are reactive.
- 03Hours per month preparing partner reviews20+Compiling data that should already exist in one place.
How Portfolio Monitor runs.
- S01
Connect portco data
Pull the operating and financial metrics that matter from each company's systems.
- S02
Score health continuously
Maintain a live health score per company across the dimensions you care about.
- S03
Detect drift
Watch for trends and threshold breaches, not just point-in-time snapshots.
- S04
Alert before it's a crisis
Notify the responsible partner when a company needs attention, with the context to act.
Move the slider to your scale. Watch the manual cost collapse.
An illustrative model, on your own numbers, not a sales chart. The real figures come from a pilot on your data.
Anonymized · NDA-protected
Margin drift caught early
A gradual gross-margin decline at one portco triggered an alert well before it would have surfaced in quarterly reporting.
Cash-runway warning
Continuous monitoring flagged a tightening runway in time for a constructive intervention.
What we hand over at the end of the pilot.
A 30-minute, NDA-protected walkthrough on your own process.
Costs depend on the number of companies and data sources connected, but typically sit in the low-thousands per month across a portfolio.
Detailed line items shared during scoping.
Engagement model
We typically pilot Portfolio Monitor over 4 to 8 weeks on your own data. References available under NDA. Engagement letter, scope, and SLA provided before kickoff.
It connects to your existing portfolio company reporting and scores health continuously across multiple axes, rather than adding new process or waiting for the monthly board pack.
$ ./request_walkthrough portfolio-monitor_
A 30-minute, NDA-protected walkthrough on your own process. We bring the working system. You bring the questions.