FOR PE / VC & FAMILY OFFICES

Portfolio Intelligence
Across All Companies

CoreSyncOS™ provides real-time portfolio health monitoring, cross-company analytics, and predictive investment insights—built on proven causal analytics technology.

Real-Time
Portfolio Health
Cross-Company
Causal Analytics
Predictive
Investment Insights
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The Portfolio Visibility Gap

Most PE/VC firms rely on quarterly board decks, lagging financials, and disconnected portco systems.

Traditional Approach

  • ✕Quarterly board decks with 30-60 day lag
  • ✕Siloed data across portfolio companies
  • ✕Reactive problem-solving after trends emerge
  • ✕Manual consolidation across different reporting formats

With CoreSyncOS

  • Real-time portfolio health across all companies
  • Unified causal analytics identifying patterns across portfolio
  • Predictive alerts before issues compound
  • Automated standardized reporting from heterogeneous systems

CoreSyncOS for Investors

Four integrated capabilities purpose-built for alternative investors.

Portfolio Health Dashboard

Real-time visibility into KPIs, EBITDA trends, and operational metrics across all portfolio companies. Drill down from fund-level to company-specific insights in one click.

Operating Partner Value: Instant portfolio health check before board meetings. No more chasing updates.

Cross-Company Analytics

Identify patterns, benchmarks, and best practices across portfolio companies. See which operational improvements translate across sectors.

Example: Discover that companies with supplier scorecards >95 consistently outperform on EBITDA margins by 2.3%.

Capital Allocation Intelligence

ROI-ranked recommendations for where to deploy additional capital, operational resources, or management attention across your portfolio.

Example: Model shows Company A's quality program would yield 3.2x ROI vs. Company B's revenue initiative at 1.8x.
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Predictive Investment Insights

AI-powered forecasts for EBITDA trajectory, exit timing, and value creation opportunities based on causal drivers—not just historical trends.

Example: Causal model predicts Company C's revenue engine recovery will drive 18-month EBITDA compound, signaling early exit opportunity.

Built for Alternative Investors

CoreSyncOS serves PE firms, VC funds, and family offices managing operational portfolios.

Private Equity Firms

Operating partners gain real-time visibility into portco operations, EBITDA drivers, and value creation opportunities.

Typical Portfolio: 8-15 companies, $50M-$300M revenue each

Venture Capital Funds

Track operational KPIs across growth-stage companies and identify which metrics predict success in your sector.

Typical Portfolio: 20-40 companies, Series A-C stage

Family Offices

Unified view across direct investments, operating businesses, and strategic holdings with standardized reporting.

Typical Portfolio: 5-12 operating companies, diverse sectors

See CoreSyncOS in Action

Book a 30-minute call to see a custom portfolio intelligence demo and discuss your fund's needs.

We'll discuss your portfolio, show relevant analytics, and create a custom deployment plan—no commitment required.