For PE operating partners

8 portfolio companies. 8 value creation plans. One reality.

In Parallel captures every decision from board meetings and operational reviews across your portfolio — and surfaces drift in value creation plan execution before the next quarterly review. Start free.

PE operating partner reviewing value creation plan execution across portfolio companies

The portfolio coordination tax

You sit on 8 boards. How many value creation plans are on track?

At mid-market PE firms, operating partners attend dozens of board meetings and operational reviews each quarter. Decisions scatter across decks, emails, and memory — and drift hides until the next review.

30%

of PE value creation plans are fully executed within the holding period.

The plan exists. The board approved it. But between quarterly reviews, execution drifts — and nobody sees it until the KPIs miss.

Bain Private Equity Report 2024

90 days of silence

The typical gap between board meetings. Decisions made in the boardroom don’t translate to execution. Operating partners discover drift months later when KPIs miss — too late to course-correct.

Invisible execution gaps

A portco management team shifts priorities after the board meeting. The operating partner doesn’t know until the next quarterly review — three months later.

10 portcos, 10 formats

Every portfolio company reports differently. Board packs arrive in different formats, different cadences, different levels of detail. No single view of portfolio health.

How In Parallel helps

From board meetings to living value creation plans.

01

Board meeting decision capture across portcos

In Parallel joins board meetings and operational reviews across your portfolio companies — captures every decision, owner, and deadline. No manual notes. No reconciling five different meeting summaries.

02

Living value creation tracker

Value creation plans update themselves from meeting signals. When a portfolio company shifts priorities in an operational review, the plan reflects it immediately — not three months later at the next board meeting.

03

Drift detection between board meetings

Know when a portco diverges from its value creation plan before the next quarterly review. In Parallel surfaces the gap between board decisions and actual execution automatically.

04

LP-ready reporting

Stop spending days assembling portfolio health updates from 10 different sources. Execution data is always current because it comes from the meetings where decisions actually happen.

Trusted by PE firms

A mid-market PE firm spotted value creation drift 60 days earlier.

“We used to discover execution drift at the next quarterly board meeting. Now we see it within weeks. That’s the difference between course-correcting and writing off a year.”
— Operating Partner, mid-market PE firm

60 days

earlier drift detection

70%

less time on status assembly

1 view

across all portfolio companies

<4 wks

typical time to value

Side by side

What changes when board decisions stop disappearing.

Without In Parallel

  • Board meeting notes that don’t connect to value creation plans
  • Drift discovered at the next quarterly review — months too late
  • Operating partner spending more time on status than strategy
  • Value creation plans that live in static spreadsheets
  • Inconsistent reporting across portfolio companies

With In Parallel

  • Every board decision captured with owner and deadline
  • Value creation plans that update from meeting signals
  • Drift detected between board meetings — not at the next one
  • Always-current portfolio health across all companies
  • Operating partner time redirected from tracking to advising

Built for portfolio operations

Your portcos. Your meetings. Zero behaviour change.

In Parallel layers onto what your portfolio companies already use. Nobody downloads an app. Nobody changes their workflow. It just works.

Works with your existing tools

Zoom, Teams, Google Meet, Slack, email. In Parallel layers onto what your portfolio companies already use — no migration, no disruption.

SOC 2 + GDPR

Enterprise security your LPs expect. EU data residency available. Audit reports on request.

Zero behaviour change

In Parallel joins existing meetings. Nobody downloads an app. Nobody changes their workflow. Portfolio companies barely notice it’s there.

Cross-portfolio visibility

Not a single-company tool. A coordination layer that works across every portfolio company you oversee — one view, one reality.

Per-scope pricing

Pay per portfolio company or scope, not per user. Scales with your portfolio, not headcount. 20-day free trial included.

Start free in 5 minutes

Add the AI notetaker to your next board meeting. No procurement, no IT review, no risk. See results immediately.

Start in 5 minutes

Add it to your next board meeting. See every decision captured.

20-day free trial included. Try it on your next portfolio company board meeting. See every decision with an owner and a deadline. Then decide if you want the Living Plan across your portfolio.