Diligence and dashboards, across every company you own.
We connect to the systems inside every portfolio company through their APIs, bring the data in, and normalize it with AI. Then you get live dashboards across the whole portfolio, and a data flow that turns diligence into a data pull instead of a fire drill.
What it costs you today
Reporting lags, diligence drags, and you cannot see which companies are quietly underperforming.
Diligence is a fire drill
Every transaction triggers a scramble across companies that were never instrumented to produce current numbers on demand.
No real-time portfolio view
Numbers arrive monthly, in batches, in whatever format each company happens to use. You are always looking at the past.
Hidden laggards
You cannot see which companies run on manual effort until it shows up in the returns, and by then it has already cost you.
Manual work drags returns
Companies doing everything by hand are slower and more error-prone. If they are trying to do everything manually, they are probably not making you enough money.
From scattered systems to one live view
Illustrative. Every portfolio is different.
Situation
A fund holds a dozen companies, each on its own ERP, CRM, and operations stack, none of them reporting in a common format. Every board update, audit, and diligence request is assembled by hand.
What we map in the audit
We map the systems inside each company and where the data lives: the ERP, the CRM, operations and finance tools, and the APIs that expose them.
What we build in the integration
We pull the data through those APIs, normalize it across the portfolio with AI, and stand up live dashboards for the fund. One normalized view across every company.
What changes
Diligence becomes a data pull instead of a fire drill, the fund sees the portfolio in real time, and the companies that need an AI transformation are obvious.
What the audit delivers
Four standalone documents you own. They map where expert value is buried and design the path to interoperability. The audit is its own engagement, separate from the build.
Workflow Evidence Map
Where the work moves and where it stalls, documented from structured discovery, so expert time leaks become visible.
See the evidence map
Opportunity Matrix
Every opportunity ranked by business value, effort, risk, and data readiness. Prioritized, not just listed.
View ranked opportunities
Integration Blueprint
The target-state systems architecture and the phased path to interoperability, with dependencies and success indicators. Specific enough to build from, whether we build it or your team does.
Preview the blueprint
Next-Steps Memo
A decision memo with a recommended path and the trade-offs of each option. You choose what happens next.
Read the decision memoThe data tells you which companies to fix.
Once the data is flowing, the laggards are obvious. A company running on manual effort shows up immediately: slower closes, more errors, numbers that never reconcile. Those are usually the companies not making you enough money. We run the same AI transformation on them, on the systems they already own, and bring them up to the rest of the portfolio.
Frequently asked questions
Common questions from funds and operating partners.
Do you work for the fund or the portfolio company?
Both. For the fund we connect every company's systems through their APIs and deliver portfolio dashboards. For a single company we run the Leverage Audit and then the Integration Build.
Do you replace the companies' systems?
No. We connect through the APIs of the systems each company already runs, bring the data in, and normalize it. The companies keep their stacks.
What about companies running everything manually?
The data flow makes them obvious, and they are usually the ones dragging your returns. We can run an AI transformation on those companies, on the systems they own, and bring them up to the rest of the portfolio.
See your whole portfolio in real time.
Start with a pre-discovery call. We will map your portfolio's systems and show you what live dashboards and a diligence-ready data flow look like.
Book a pre-discovery call →Or request a written proposal →
Questions? hello@marginshift.tech