Private Equity & Alternative Investors
5 AI SkillsSee the whole thesis —before and after the wire.
Deal teams work under time pressure with fragmented intelligence. Portfolio teams monitor tens of companies with monthly reports. Compass gives both sides a live view of the target and the portfolio — with the evidence trail LPs, credit committees and regulators expect.
For PE, credit and infrastructure funds — deal, portfolio and IR teams.
The problem
What's broken today
The structural problems we solve.
Diligence relies on IM decks and reference calls. Portfolio monitoring is a monthly Excel exercise, blind to the weak signals that predict a covenant breach or a management crisis. LP reporting rebuilds the same numbers three times a quarter.
Portfolio data normalized once a quarter
Monthly reports arrive in different shapes from every portco. By the time the fund compares them, the operating picture is already 60 days old.
Cross-portfolio synergies stay theoretical
Shared customers, shared suppliers and cross-sell openings are obvious in the deck and invisible in the operating reality — because no one connects the CRMs.
Risk concentrated and unseen
A single supplier, counterpart or geography can be material across multiple portcos. Without a connected view, concentration risk surfaces only when something breaks.
In numbers
Order of magnitude
What value-creation teams see in the first two quarters.
How it works
From source to deliverable
From the systems you already run to the deck you hand over — one model in between.
The signal feed, live
Every source below lands in the same feed, already resolved onto the entity it belongs to — and carries where it came from.
- 01CRM & deal pipeline
- 02Company registries, financials, filings & credit data
- 03IM decks, VDR documents, contracts & term sheets (PDF)
- 04Portfolio company operating data
- 05External signals
- 06Sanctions & PEP lists
CRM & deal pipeline
DealCloud, Affinity, Salesforce
Company registries, financials, filings & credit data
S&P, Moody's, Cerved, D&B
The resolved model
The raw name is resolved onto the modelled entity — subsidiaries, owners and links already attached — so a signal lands on something that already exists instead of opening a new record.
Reports, decks, spreadsheets, dashboards and alerts — finished, not drafts.
- Brief (PDF)Target diligence brief
- DeckIC & credit-committee pack
- DashboardPortfolio monitoring dashboard
- AlertPortfolio early-warning alert
- ExcelLP reporting pack
Benefits
Outcomes
What changes when you operate with Compass.
AI Skills
Scoped for this sector
Named jobs, already scoped for this sector — each one runs on your model.
| Skill | Family | What it does | Output |
|---|---|---|---|
| Third-Party Due Diligence | Risk & Compliance | Builds an evidence-backed dossier on any counterparty — ownership, litigation, sanctions, adverse media — in minutes instead of days. | briefgraph |
| Counterparty Network Map | Trade & Supply Chain | Reveals hidden ownership chains, intermediaries and shared directors across a portfolio of counterparties. | graphbrief |
| Adverse Media Sweep | Investigation | Runs multilingual adverse media checks across news, court filings and gazettes — deduplicated, ranked and cited. | alertbrief |
| Account Expansion Scout | Revenue | Detects upsell and cross-sell signals across the installed base — funding rounds, hiring, product usage — and routes them to the owner. | alertaction |
| Regulatory Change Monitor | Risk & Compliance | Tracks regulatory updates across jurisdictions, maps them to impacted processes and controls, and drafts change tickets automatically. | briefaction |
A concrete case
Private Equity & Alternative Investors
A hidden common shareholder killed on Day 2 —deal saved from a governance minefield.
Across the full portfolio
1 view · Revenue, pipeline, risk and relationships, normalized across portcos.
Cross-sell briefs delivered
+25% · Shared customers and shared signals matched into actionable, ranked introductions.
Two days into diligence on a €180M add-on, Compass exposed a common beneficial owner between the target and a portfolio competitor two hops deep. What would have surfaced at closing — or worse, from an LP — was documented in a two-page memo, allowed the fund to renegotiate structure and governance, and preserved the thesis.
Private Equity & Alternative Investors
Common questions
What fund and group leaders ask us first.
No. Compass operates at the group / fund level, with controlled, permissioned views per portco. Synergy signals are surfaced without exposing underlying records across companies.
Compass normalizes across different CRMs, ERPs and data warehouses. Portcos keep their existing stack; the fund gets one comparable operating view.
All three. Wherever value is distributed across companies that don't share an operating system, Compass becomes the connective context layer.
See Compass on your sector.
30 minutes. Your accounts, your pipeline, your signals. We'll show you the actions Compass would recommend today.