Execution Intelligence for Private Equity
See what your portfolio
meetings actually reveal.
AI-powered organisational diagnostics that score every meeting across 20 diagnostics — strategy alignment, decision quality, team health, and governance. First findings in 48 hours. 90% less than traditional consulting.
The portfolio blind spot
Consulting gives you a snapshot.
Execution happens every day.
Traditional organisational assessments cost €150–300k, take 6–12 weeks, and tell you what was true when the interviews happened. By the time the report lands, the organisation has moved on.
48 hrs
vs 6–12 weeks
First diagnostic findings delivered in 48 hours from access to meeting data. Not months.
90%
lower cost
A single portco diagnostic costs €15k — a fraction of a traditional consulting engagement.
10
diagnostic lenses
Objective, AI-scored assessment across strategy, execution, people, and governance dimensions.
The diagnostic framework
20 diagnostics. Two domains.
Every meeting scored.
Strategy
- Strategic Focus
- Market Validation
Execution
- Decision Quality
- Meeting Effectiveness
- Accountability & Ownership
People
- Team Health
- Network & Information Flow
- Change & Capacity
Risk & Governance
- Risk Intelligence
- Board & Governance
Proof case
114 meetings. 13 teams.
48 hours to diagnosis.
A PE-backed industrial scale-up. Every organisational scope analysed in under two days. Here is what surfaced — findings that would have taken a consulting firm 6–12 weeks.
0%
strategy reference rate
Not a single meeting referenced the declared strategic framework. Strategy existed on paper, not in execution.
8 / 100
partner channel score
Compensation structurally incentivised direct sales — every salesperson was rationally undermining the declared strategy.
83%
installation problem rate
A quality crisis escalated invisibly across 8 weeks. Each meeting treated it as new information.
100%
CEO dependency
The CEO appeared as decision-maker or critical dependency in every organisational scope simultaneously.
0
differentiator mentions
The declared market differentiator had zero validation in customer-facing meetings.
The method
From meeting data to
execution excellence.
Four stages. Each builds on the last. Start with a notetaker, end with a living execution system across your portfolio.
01
Deploy the notetaker
A secure, company-specific AI notetaker is deployed across the portfolio company’s meetings. Zoom, Teams, or Meet — it joins automatically. No hardware, no IT overhead, no behaviour change. Every meeting is recorded and structured.
Week 1 — zero friction
02
Diagnose with Execution Intelligence
Every meeting is scored across 20 diagnostics — strategy alignment, decision quality, accountability, team health, risk intelligence, and more. AI surfaces patterns that interviews and surveys miss: structural execution gaps, invisible escalation curves, and governance blind spots.
48 hours to first findings
03
Board acts on recommendations
Diagnostic findings are presented to the operating partner and board as structured, evidence-based recommendations. The board makes corrective decisions with full visibility into what is actually happening in the organisation — not what management reports say is happening.
Decisions backed by evidence, not opinion
04
Execute with Living Plans
Board decisions flow into Living Plans — execution plans that update themselves from meeting signals. When the portco management team shifts priorities, the plan reflects it immediately. The operating partner sees drift in days, not quarters. Daily alignment. Continuous execution intelligence.
The operating partner’s execution radar
Side by side
What changes when you have continuous intelligence.
Traditional consulting
- Quarterly board packs assembled from memory and spreadsheets
- Execution drift discovered months too late
- €150–300k consulting engagements for a point-in-time opinion
- 6–12 weeks waiting for findings that age on delivery
- No cross-portfolio benchmarking or pattern detection
Execution Intelligence
- Continuous scoring across 20 diagnostics
- Drift detected in weeks, not quarters
- 90% lower cost than traditional consulting
- First findings delivered in 48 hours
- Living Plans that turn board decisions into daily execution
Engagement models
Start with a diagnostic.
Stay for the Living Plans.
ONE-TIME
Single Portco Diagnostic
€15,000
- Notetaker deployed + full 20-diagnostic analysis
- 3–6 months of meeting data analysed
- CEO dashboard, strategy stress-test, risk assessment
- Executive debrief with corrective recommendations
- Delivered in 48 hours
ANNUAL
Partnership
€120,000 / year
- Notetaker + diagnostics across up to 5 portcos
- Living Plans for daily execution alignment
- Board-ready reporting & quarterly deep-dives
- Operating partner advisory calls
- Effective rate: ~€2k / portco / month
ENTERPRISE
Portfolio Intelligence
€250,000 / year
- Unlimited portfolio companies with Living Plans
- Investment committee reporting
- Due diligence capability for new acquisitions
- Cross-portfolio benchmarking & pattern detection
- Dedicated success manager
Also available: Due Diligence Sprint (€25k), Multi-Portco Baseline (€40k), and Subscription pricing (€8k/portco/month). Talk to us about custom packaging.
Built for portfolio operations
Enterprise-grade. Zero friction.
Works with existing tools
Zoom, Teams, Google Meet. The bot joins scheduled meetings automatically — no hardware, no IT overhead for your portcos.
SOC 2 + GDPR
Enterprise security your LPs expect. EU data residency available. Full DPA and audit reports on request.
Zero behaviour change
Portfolio company teams meet as usual. Nobody downloads an app. Nobody changes their workflow.
Cross-portfolio visibility
Standardised scoring across every company you oversee. One framework, one view, one reality.
Due diligence capability
Use the same diagnostic framework pre-acquisition. Know what you are buying before the ink dries.
Board-ready reporting
Investment committee and LP reporting built on objective meeting evidence, not subjective assessments.
Get started
Start with one portfolio company.
Results in 48 hours.
A single portco diagnostic costs €15,000 and delivers in 48 hours. No surveys. No workshops. No disruption. Just intelligence from the meetings that are already happening.