Private Capital

ORT/PCP

Value creation, across the portfolio.

One methodology deployed holding to holding: diagnose where technology moves the P&L, build the systems, and hand the fund an owned asset that compounds straight through exit.

One methodHolding to holding

P&L firstNot a slide deck

On the booksOwned through exit

SiloedHolding-level data

Fund appreciation

How each holding moves the fund.

Fund appreciation from AI deployment across 5 holdings · +30% total

Modeled fund value appreciation · Each holding weighted equally · 24-month deployment horizon

Portfolio impact

One methodology. Compounding value.

FUND GPPortfolio overview

0Holdings transformed

0%Avg EBITDA lift

0Systems deployed

0Owned IP assets

HoldingsAlpha·Bravo·Charlie·Delta·Echo

In production

Five systems. In production. Owned by our clients.

Due Diligence · AI

Business evaluation & scoring engine

Ortheus / Diligence / Live

Evaluating

Target Holdings LLC — Series B Evaluation

Revenue Quality

Team & Ops

Market Position

Tech & IP

Financial Health

Composite Score

80/ 100

AI NARRATIVE · "Strong revenue quality and market position. Team capacity flagged for review. Financial health adequate with upside on margin expansion."

Deterministic diligence scoring with LLM-generated narratives that never alter the numbers — every score traced to source data, rules, and immutable framework versions. Ingests full data rooms, extracts structured facts, flags risk, and returns a scored report in hours, not weeks.

47Deals evaluated

72hrAvg turnaround

99.2%Score accuracy

Portfolio · FP&A

Executive FP&A & AI CFO platform

Live P&L, cash runway, and scenario modeling — QuickBooks-connected dashboards and an AI brief for principals and deal teams.

3Modules

12 wkDelivery

Portfolio · Platform

Multi-app portco demo suite

Single sign-on across FP&A, HR automation, and field-service CRM — one login, three owned applications.

3Apps

1Auth system

LP Reporting · AI

Portfolio-wide KPI dashboard

Automated quarterly packs, KPI narratives, and live dashboards for boards, LPs, and family-office principals.

12Data sources

DailyRefresh

Deal Flow · Agents

Automated deal sourcing pipeline

Agent-driven deal workflow from sourcing through close — AI screens, scores, and routes opportunities to the right partner.

3xPipeline volume

8 wkDelivery

What we build for capital allocators

What the fund actually owns.

01Diligence

Due-diligence tooling

AI-native diligence: ingest data rooms, extract facts, and flag risk — built for investment teams, owned by the fund.

02Deal flow

Deal sourcing & pipeline

Agent-driven deal workflow from sourcing through close — custom to how the firm actually invests.

03Reporting

Portfolio dashboards & reporting

Live executive and board reporting across holdings — FP&A, KPIs, and an AI-assisted daily brief.

Inside the holding

Value-creation systems

Custom CRMs, ops platforms, and agents inside portfolio companies — each an owned asset on the balance sheet at exit.

Playbook

Portfolio AI playbooks

Company-specific, quantified build plans — the highest-ROI systems sequenced against the P&L, not a generic transformation deck.

LP pack

Board & LP reporting

Investor-facing dashboards, quarterly packs, and AI-assisted KPI narratives for boards, LPs, and family-office principals.

Data perimeter

Portfolio data sovereignty

Holding-level data stays siloed on fund-controlled infrastructure. Diligence data, board materials, and competitive intelligence never flow through SaaS vendors.

Value creation

Four levers. One methodology.

Top line

Increase revenue

AI-driven sales, pricing, and customer systems that raise win rates and open new revenue.

Margin

Decrease costs

Automation of manual operations, back office, and overhead across the organization.

Throughput

Increase productivity

Copilots and agents that let existing teams do materially more with the same headcount.

Multiple

Expand exit value

Higher EBITDA plus a defensible, AI-native tech stack that can strengthen exit value.

Next steps