Data Sources
Financial
QuickBooks · NetSuite · Xero
Sales
Salesforce · Pipeline · Deals
Operations
ERP · Supply Chain · Inventory
People
BambooHR · Workday · ADP
CENTRAL HUB
HubSpot
Enterprise Platform
Business Units per PortCo
Custom Properties (60+)
Workflows (20+)
Real-time Dashboards
Portfolio Companies:
PortCo A
SaaS · Platform
PortCo B
Mfg · Bolt-on
PortCo C
Health · Platform
PortCo D
Services · Bolt-on
Outputs
Board Reports
Auto-generated metrics
LP Updates
Quarterly performance
Analytics
Dashboards & benchmarks
All integrations sync every 15 min — no manual data entry. Scales from 8 to 50+ portfolio companies.