Problem 01
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.
Private Equity & Alternative Investors
See the whole thesis — before and after the wire.
For PE, credit and infrastructure funds — deal, portfolio and IR teams.
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.
The problem
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.
Data we integrate
- 01CRM & deal pipeline (DealCloud, Affinity, Salesforce)
- 02Company registries, financials, filings & credit data (S&P, Moody’s, Cerved, D&B)
- 03IM decks, VDR documents, contracts & term sheets (PDF) — parsed into structured facts
- 04Portfolio company operating data — ERP, CRM, product usage
- 05External signals — funding rounds, hiring, adverse media, tenders, court records
- 06Sanctions, PEP, beneficial ownership & ESG feeds
How we contextualize
- Entity resolution across targets, portfolio companies, LPs and co-investors.
- Diligence enrichment — external evidence layered onto the IM within minutes.
- Portfolio early-warning: operating, financial and reputational signals fused per company.
- Auto-built LP updates and credit-committee packs from the same source of truth.
What's broken today
The structural problems we solve.
Problem 02
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.
Problem 03
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.
AI Skills for this industry
Risk & Compliance
Third-Party Due Diligence
Builds an evidence-backed dossier on any counterparty — ownership, litigation, sanctions, adverse media — in minutes instead of days.
Run skill
Trade & Supply Chain
Counterparty Network Map
Reveals hidden ownership chains, intermediaries and shared directors across a portfolio of counterparties.
Run skill
Investigation
Adverse Media Sweep
Runs multilingual adverse media checks across news, court filings and gazettes — deduplicated, ranked and cited.
Run skill
Revenue
Account Expansion Scout
Detects upsell and cross-sell signals across the installed base — funding rounds, hiring, product usage — and routes them to the owner.
Run skill
Risk & Compliance
Regulatory Change Monitor
Tracks regulatory updates across jurisdictions, maps them to impacted processes and controls, and drafts change tickets automatically.
Run skill
What you get out
Reports, decks, Excel, dashboards and alerts — ready to ship.
Brief (PDF)
Target diligence brief
Investment-grade PDF: ownership, market, competition, red flags, questions for management — sourced.
Deck
IC & credit-committee pack
Auto-generated deck with thesis, evidence, scenarios, risks, mitigants — one click to export.
Dashboard
Portfolio monitoring dashboard
Per-company health scores, covenant proximity, operating and reputational signals — updated live.
Alert
Portfolio early-warning alert
‘Portco X — hiring cut, two litigation events, sponsor churn: covenant review recommended.’
Excel
LP reporting pack
Structured Excel with KPIs, cash movements, ESG, incidents — assembled from the source of truth.
A concrete case
A hidden common shareholder killed on Day 2 — deal saved from a governance minefield.
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.
Order of magnitude
What value-creation teams see in the first two quarters.
1 view
Across the full portfolio
Revenue, pipeline, risk and relationships, normalized across portcos.
+25%
Cross-sell briefs delivered
Shared customers and shared signals matched into actionable, ranked introductions.
weeks → days
Diligence on add-on targets
Relational context, exposures and synergies surfaced in days, not in a six-week workstream.
100%
Decisions with evidence
Every recommendation carries sources, model version and reviewer — board-ready by default.
How Compass operates
Your weekly portfolio operating rhythm.
- 01
Portfolio signal sweep
Every Monday, movement across portcos is re-ranked: revenue shifts, customer wins and losses, supplier and counterpart changes in the last 7 days.
- 02
Cross-portfolio synergy queue
Shared customers, shared suppliers and overlapping pipelines surfaced as ranked actions — routed to the right operating partner and the right portco lead.
- 03
Concentration and risk review
Suppliers, counterparts and geographies material across multiple portcos surfaced with exposure quantified and mitigation options proposed.
- 04
IC and board brief
One normalized view across the portfolio — value creation, risk, synergies, decisions taken — with evidence behind every line.
Outcomes
What changes when you operate with Compass.
- Normalized revenue and pipeline visibility across portcos
- Cross-portfolio synergy and cross-sell signals surfaced weekly
- Concentration risk on suppliers and counterparts made visible
- Faster, deeper diligence on add-on targets
- Auditable evidence trail for IC, board and LP reporting
- Operating partners and portco execs working from the same context
Common questions
What fund and group leaders ask us first.
- Do portfolio companies need to share data with each other?
- No. Compass operates at the group / fund level, with controlled, permissioned views per portco. Synergy signals are surfaced without exposing underlying records across companies.
- How does Compass handle heterogeneous portco systems?
- Compass normalizes across different CRMs, ERPs and data warehouses. Portcos keep their existing stack; the fund gets one comparable operating view.
- Is this for PE funds, holdings or enterprise groups?
- All three. Wherever value is distributed across companies that don't share an operating system, Compass becomes the connective context layer.
Trust by design
Evidence, explainability, audit — built into every output.
Source-level evidence
Every signal, score and recommendation links back to the underlying record — the email, the filing, the transaction, the document — with the source visible at a click.
Explainable recommendations
No black-box outputs. Each priority states why it was promoted, which signals contributed, which were declassed, and which model version produced it.
Audit trail by default
Signals, model versions, reviewers and actions are logged and reconstructable later — ready for internal control, regulators and your own governance.
Human-in-the-loop
Compass recommends. Authorized people decide. Every consequential action requires a named reviewer who can confirm, override or annotate the reasoning.
See Compass on your sector.
30 minutes. Your accounts, your pipeline, your signals. We'll show you the actions Compass would recommend today.