Ownership and investment layer
A deal and operating stack built for a lean sponsor
Manage the opportunity pipeline, diligence, investor communication, and the first hundred days without an enterprise software footprint.
Live operating map
01Deal pipeline
02Diligence tracker
03Capital partner CRM
04Investment committee
Start with the portfolio signal
Start with the core work
01 / On Path
Deal pipeline
02 / On Path
Diligence tracker
03 / On Path
Capital partner CRM
The reality
What we hear
- 01Deal flow and relationship history fragmented across personal tools
- 02Diligence requests and findings buried in email and shared drives
- 03Capital partner updates rebuilt manually at every stage of a transaction
Workflows
One record, every workflow
01
Deal pipeline
02
Diligence tracker
03
Capital partner CRM
04
Investment committee
05
First 100-day plan
Adjacent
Also in owners & investors
Investment Firms
Connect reporting, plans, and value creation.
Entrepreneurs
Connect shared services across owned businesses.
Operating Partners
Turn value-creation plans into accountable work.
Business Owners
See every holding in one system.
Portfolio Companies
Connect reporting, execution, and sponsor collaboration.
Own the system behind Independent Sponsors
Connect your data and build on a foundation you control.