Private Equity
Portfolio Intelligence
at Scale
Standardize data infrastructure across portfolio companies. Turn operational chaos into the competitive advantage your investment thesis demands.
90%
Lower TCO vs. Build
60
Day Deployment
3-6x
First-Year ROI
20+
Implementations
The Challenge
The Portfolio Data Problem
Every acquisition adds another tech stack. Every portfolio company reports differently. The operational improvement mandate can't execute without data clarity.
Tech Stack Fragmentation
Each portfolio company runs its own ERP, CRM, and reporting tools. Apples-to-apples comparison across the portfolio is impossible. The operating partner's dashboard is a fiction assembled from incompatible sources.
Post-Acquisition Integration
The 100-day plan calls for technology integration, but nobody on the deal team has the technical depth to execute it. Synergies look good in the model -- but extracting them requires unified data infrastructure.
Operational Improvement Mandate
LPs expect operational value creation, not just financial engineering. But you can't optimize operations you can't measure. Portfolio-wide KPI visibility requires standardized data -- which doesn't exist yet.
The Solution
Portfolio-Wide Data Infrastructure
PLEXI gives you the unified data layer that connects every portfolio company, standardizes reporting, and enables the operational improvements your LPs are paying for.
Standardize
Deploy a common data model across all portfolio companies. Every company reports to the same schema -- regardless of their underlying systems. Roll up to portfolio-wide dashboards in real time.
Integrate
Post-acquisition technology integration in 60 days, not 18 months. We've done it 17 times. Unified data flows from day one, with zero disruption to the acquired company's daily operations.
Optimize
With clean, standardized data, you can finally benchmark across the portfolio. Identify best practices at one company and replicate them everywhere. Track operational KPIs that correlate to EBITDA improvement.
Report
LP reporting that's generated from live data, not assembled from stale spreadsheets. Quarterly reviews built in hours, not weeks. Full data lineage for audit readiness.
What GPs Get
- Real-time portfolio company dashboard with standardized KPIs
- 60-day post-acquisition integration playbook (proven 17x)
- Automated LP reporting with full data lineage
- Cross-portfolio benchmarking and best practice identification
- Synergy tracking tied to investment thesis milestones
- Operational improvement ROI quantification for investor updates
Case Study
Proven at Portfolio Scale
Mid-Market PE Firm | 12 Portfolio Companies
A mid-market PE firm running a buy-and-build strategy had acquired 12 companies over 3 years. Each ran different ERPs, different CRMs, and different reporting tools. The operating team was spending 40% of their time assembling basic cross-portfolio metrics.
We deployed a common data model across all 12 companies, unified reporting into a single GP dashboard, and established automated data pipelines that eliminated the manual assembly entirely.
The operating team now spends their time on value creation -- identifying best practices, benchmarking performance, and driving EBITDA improvement -- instead of assembling spreadsheets.
Full case study available under NDA during engagement discussions.
12
Companies on unified platform
4.2x
First-year ROI
Real-time
Cross-portfolio KPI visibility
40%
Operating team time reclaimed
Your LPs Expect Operational Alpha
30-minute call. We'll show you how to deliver portfolio-wide data infrastructure that turns your operational improvement mandate into measurable returns.