From deal screen to portfolio close.

We automate diligence models, portfolio reporting, and the management company close — then prove the recovery on your numbers, free.

Get your free Snapshot ›

Or book 30 minutes ›

Prefer a ballpark first? Close Cycle Lab or size one portco in the PE Hold Lab.

Systems we meet you in: Excel / Sheets deal models, DealCloud / Affinity, portco NetSuite / Intacct / QBO, and fund reporting packs. Procurement / For LP / InfoSec reviews, see Enterprise & vendor pack.

Your world

If this is your deal cycle, we should talk.

Screening and IOI scoring is manual, slow, and inconsistent across the team.

Diligence means rebuilding the same 3-statement model from scratch.

Portfolio reporting is a monthly chase across every company.

The management-company close and LP reporting eat your finance team.

Value-creation initiatives aren't tracked against the original thesis.

Add-on synergies are estimated in one-off spreadsheets.

What we automate

Across the fund and the portfolio.

Deal screening & scoringInbound and sourced targets scored against your criteria, with first-pass write-ups.

Diligence & 3-statement modelsOperational diligence support and base/upside/downside models with IRR and MOIC.

Portfolio reporting roll-upsMonthly KPI and financial packs pulled together across portfolio companies.

Management-company close & LP reportingThe fund's own close, capital accounts, and LP reporting, automated.

Value-creation tracking100-day and value-creation plans tracked against the underwriting thesis.

Add-on integration & synergiesIntegration checklists and synergy tracking across bolt-ons.

Built by someone who has done the work. Maxwell has led operational due diligence and 3-statement modeling on LBOs and carve-outs, run integration management offices for sponsor-backed platforms, and built deal-screening tools — now delivered as automation on Claude.

Portfolio program

More than one portco. One playbook.

Operating partners need a repeatable finance and reporting path across the book — prove on one portco, then standardize.

Multi-portco Snapshots — run two or three in parallel with a shared KPI pack.

Portfolio pricing — scoped as a wave after the first measured figure.

Value framed as reporting days, lender-pack timing, and hires avoided — capacity days first; EBITDA translation is optional.

Rollout model — prove on one portco, standardize, then sequence the rest.

Standard KPI pack (illustrative)

Same definitions across portcos so operating partners compare apples to apples.

Close calendar · by day 6Task owners, blockers, day-of-close vs. plan.

Flash P&L + cash · by day 7Revenue, gross margin, EBITDA, cash, runway.

Working capital · by day 8DSO / DIO / DPO, AP aging exceptions, cash unlocked.

Lender / board pack · by day 10Covenant headroom, variance commentary, hire plan vs. capacity.

Value-creation tracker · monthlyThesis initiatives vs. underwriting, hires avoided, days off close.

Illustrative pack — your Snapshot replaces every line with the portco's real systems and owners.

Talk portfolio rollout ›Open the PE Hold Lab ›

How engagements run

Prove on one portco. Sequence the rest.

Same free Snapshot front door. Portfolio pricing after the first measured figure.

Free · ~2 weeks

Portco Snapshot

Prove on one portco: map close / reporting grind, automate one live task, hand operating partners a measured figure.

Get my free Snapshot ›

From $5,000

Close Sprint

Flash pack, flux commentary, or close hygiene in the portco stack — documented and owned by the company.

See Close Sprint ›

From $3,500/mo

Run & Extend

Keep the portco automations monitored and add one new workflow a month after the Close Sprint.

See retainers ›

Portfolio wave

Standardize & sequence

Same KPI pack across portcos after the first prove-out — not twelve separate founder proposals.

Talk portfolio rollout ›

FAQ

Common questions

Do you work across a full portfolio?

Prove on one portco first, then standardize the KPI pack and sequence the wave. Portfolio pricing is scoped after the first measured figure — not twelve separate founder proposals.

Is the PE Hold Lab a valuation?

No. It is an illustrative model of close compression → EBITDA → exit equity at your multiple. Snapshots replace every figure with measured process hours on the portco.

Can procurement run in parallel with a Snapshot?

Yes. Request the vendor / procurement pack while the Snapshot runs — NDA, security questionnaire, COI, and SOX control stance in writing.