Company AHome Services
+14%90 days
Growth for Portfolio Companies
Give your portfolio a control tower.
Evaluate opportunities, see performance, forecast what’s next, and act faster across every company you own.
Control Tower
LiveSample dataCompany BDental Group
−9%90 days
Company CMed Spa
+8%90 days
Company DLongevity
+21%90 days
Company EMedical Concierge
+3%90 days
- Company DMomentum rising
- Company COpportunity identified
- Company BConversion slowing
- Company E30-day audit due
- Company ALocation outperforming
Portfolio Radar
See the signal before it becomes the result.
Spot movement, risk and opportunity earlier.
Conversion slowing
Start With The Audit
Start with the firm. Then the portfolio.
Find the bottlenecks in how the firm operates, then audit the companies it already owns. Establish the baseline before building anything.
01Firm auditHow the firm itself operates
02Portfolio auditsEvery company already owned
03BaselineWhat is actually true today
04Control TowerOne view, built on the baseline
Built Around The Business
Know the vertical. Know the company. See what matters.
The vertical, already understood
- Longevity
- Medical concierge
- Dental
- Med spas
- Home services
- Other targeted niches
- What matters
- What commonly breaks
- What to look for
- Where opportunity may be hiding
Same vertical. Different company. Different bottlenecks.
Lead flow7438
Conversion4179
Retention6661
Operations5844
Visibility3270
Built around the company, the investment and the decisions that need to be made.
- GrowthWhere momentum is building
- CapacityWhere the ceiling is close
- LocationsWhich sites outperform
- ForecastWhat the next quarter looks like
The right information. In the right view.
From Opportunity To Ownership
Know what to look for. Know what to do next.
Before you buy
Opportunity Analyzer
Evaluate the operating and growth side of the opportunity alongside financial diligence.
- What is strong?
- What is missing?
- What may need rebuilding?
- Where could the opportunity be?
The plan changes when the facts change.
One Portfolio. One View.
See what’s happening. See what may happen next.
Control Tower
Five companies · Quarter to dateSample dataAsk the tower
Company D and Company A are compounding. Company B is going the other way.
- Company DLongevity+21%Two locations pulling the portfolio
- Company AHome Services+14%Referral engine compounding
- Company CMed Spa+8%New offer landing
- Company EMedical Concierge+3%Flat but stable
- Company BDental Group−9%Losing ground on conversion
Company B. Two high findings, both pointing at the same constraint.
Audit findings
- HighQuote follow-up stops after day threeCompany B
- HighNo single owner for the pipelineCompany B
- MediumMarketing spend has no tracked sourceCompany E
Priority actions
- Rebuild the quote-to-close follow-upCompany B Growth Engine
- Name the pipeline ownerCompany B Operating Partner
- Instrument source trackingCompany E Growth Engine
Lift Company B’s close rate by six points and the portfolio changes shape.
Portfolio revenue index 56 as it stands
Grey: current trajectory. Coral: the same portfolio with the conversion fix in place.
Company D’s north clinic is nearly full. Demand is not the constraint any more.
- North clinicCompany D94%
- Harbor clinicCompany D81%
- Field crewsCompany A88%
- Treatment roomsCompany C63%
- Panel capacityCompany E47%
On the current trajectory, capacity binds before demand does — in about two quarters.
Solid: six quarters of actuals. Dashed: the forecast the tower is running now.
Built around how your firm makes decisions.
The Growth Engine
When the signal says move, don’t start a vendor search.
The Growth Engine is already there.
A signal says move
A company needs a new website.
The Engine already holds what it takes.
StrategySystemsTechnologyAutomationMarketingCreativeCustomer journeysDashboardsData visualizationOperational workflowsSpecialized expertise
The Growth EngineAlready there
See what needs to happen. Then have what you need to make it happen.
Stop rebuilding the team for every problem.
One engine. Different needs.
The Portfolio Learns
Every company makes the next one smarter.
AcquireTransformMergeScaleSell
Learning returns to the system
- Every audit
- Every playbook
- Every intervention
- Every vertical
- Every win
- Every mistake
What one company teaches you, the portfolio keeps.
It Starts With The Audit
Find what’s getting in the way.
Then build the infrastructure around what you find.