In Parallel for PE Operating Partners

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 keeps owners, open risks and decision status in one record before the next quarterly review.

Used by Customer X · Customer Y · 20+ scaling teams

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 one current record.

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

Value creation pages that stay current

Decisions, owners and risks from each operational review land on the workspace pages that meeting touched, your value creation plan among them, the same day, not three months later at the next board meeting. Every edit is in version history and links back to the meeting.

03

Open risks and decisions between board meetings

Every board commitment is captured with its owner and links to the meeting it came from. Risks and open questions stay open until someone resolves them, and each decision carries its status, so you see what is unresolved before the next quarterly review.

04

LP-ready reporting

Stop spending days assembling portfolio health updates from 10 different sources. The record is current because it comes from the meetings where decisions happen.

Trusted by PE firms

A mid-market PE firm saw open risks 60 days earlier.

“We used to find out what had slipped at the next quarterly board meeting. Now the open risks are on record within weeks. That’s the difference between course-correcting and writing off a year.”
— Operating Partner, mid-market PE firm

60 days

earlier sight of open risks

70%

less time on status assembly

1 view

across all portfolio companies

<4 wks

typical time to value

Source: internal customer averages, 2026 cohort. Individual results vary. [source needed] on outlet-cited figures.

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 pages updated after each portco meeting
  • Open risks visible between board meetings, not at the next one
  • One current record across all portfolio 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 user, per month

Professional €29 or Business €69 / user / month, one plan for the whole company, each user adding Knowledge Units to one shared pool. Enterprise from 50 users. Billed monthly, cancel any month.

Set up 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.

Add it to your next portfolio company board meeting. See every decision with an owner and a deadline. Then decide if you want it across your portfolio.