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Industry

Software built for private equity businesses.

Every portfolio company reports differently and the roll-up is a monthly scramble. We build reporting that pulls from each company automatically, deal-flow tracking for the front office and the system consolidation work after an acquisition.

Talk about your businessSee what we build
Built forFunds, holding companies and their portfolio businesses.
Fixed priceQuoted before we start
You own itCode and data
Crestline PartnersFund II · 8 companies
Reported8/8
Revenue MTD$4.2M+7%
Active deals5
Meridian LogisticsQ3 numbers received
Reported$1.1M
Deal · Apex DentalDiligence · 14 tasks open
Stage 3·
Summit ManufacturingERP migration · week 6
On track·
Board packOctober · auto-generated
Ready·
What usually breaks

The problems we hear from private equity owners.

Inconsistent reporting

Each company sends a different spreadsheet on a different day.

Deal tracking in email

Pipeline, diligence and documents scattered across inboxes.

Post-close integration

Acquired companies keep separate systems for years.

What we build

Three builds we do again and again for private equity.

Each one is a fixed-price project with weekly working builds, or part of a larger system that connects all three.

01

Portfolio reporting dashboards

Automated pulls from each company into one board-ready view.

02

Deal-flow and diligence tracking

Pipeline stages, documents and tasks with clear ownership.

03

Post-acquisition consolidation

Merge systems, data and processes on a planned timeline.

1Data pulled from each company
2Roll-up updated automatically
3Board pack ready
Before and after

A day in the office, with and without the system.

The same business, the same people, a different Tuesday. Flip the switch to compare.

FixedPrice agreed before we start
WeeklyWorking builds you can try

Private Equity operations

    Services involved

    How we put it together.

    Most private equity projects combine a few of our services. Each links to its own page with details and an estimator.

    Data Engineering & Analytics

    One source of truth and real dashboards. Pull data from every system into one clean warehouse and put dashboards on top that answer the questions you actually ask on Monday morning..

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    Systems Integration

    Make the tools you have talk to each other. Connect QuickBooks, Shopify, HubSpot, your ERP or any system with an API so data moves automatically instead of being retyped..

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    Cloud Computing & Migrations

    AWS, Azure and Google Cloud, done safely. Move off aging servers and on-premise systems to the cloud without downtime, then run it cheaper and safer than before..

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    Custom Software Development

    Web apps, mobile apps, internal tools. Business systems built from scratch around how your company actually runs, not a template with your logo on it.

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    Questions

    Things private equity clients ask.

    Can you work with each portfolio company's different systems?

    Yes. Connectors per company feed one warehouse, so each company keeps working while the fund sees one view.

    How do you handle confidentiality?

    Role-based access per fund, company and deal, with audit logs. NDAs are standard.

    Do you do 100-day plan work?

    Yes. System consolidation, reporting setup and quick operational wins after close are common engagements.

    Run your private equity business on one system.

    Tell us the tools you use today and what they cost. We will show you what one product would look like and what it would save.

    Start a projectEmail us