Portfolio Company Intelligence
vendors
wiki
spend
assess
vcp
dd
org
bench
portco
.portco .app
Portfolio Company Intelligence

Every PE firm tracks their portfolio companies.
None of them actually know them.

PortCo.app™ is the intelligence layer your operating group is missing — structured, searchable, and compounding with every engagement.

Built for PE operating partners. By one.
The Problem

Your portfolio knowledge walks out the door every 18 months.

The operating partner who ran the SAP migration at your manufacturing portco left six months ago. The AI readiness assessment from last quarter lives in someone's inbox. The diligence findings from your last add-on are in a PDF no one can find. The same vendor is embedded across several of your portfolio companies, and nobody in the room knows the exposure is duplicated.

This is not a technology problem. It is a structural one. Portfolio intelligence lives in email threads, personal relationships, and the memory of people who may not be there tomorrow.

What PortCo.app Is

A knowledge graph for your portfolio.
Not a wiki. Not a spreadsheet. Not Confluence.

PortCo.app connects every entity in your portfolio — companies, vendors, products, projects, people — into a structured intelligence layer that grows deeper with every interaction. Infrastructure, engineering, cybersecurity, AI readiness, data maturity — all connected.

Write a note about a vendor. The platform links it to every portco where that vendor is engaged. Update a tech stack or flag an AI initiative. The product catalog maps it to the vendor, the deployment, and the license. Every write is a data point. Every data point enriches the graph.

Point-in-time surveys are why portfolio tools die. The data is stale the day it's collected. PortCo.app never surveys. It ingests what your deals already produce — diligence reports, org charts, budget spreadsheets, meeting notes — resolves every entity, and links it into one living graph. And when knowledge ages or gaps appear, the platform asks the right person the right question. It doesn't just store portfolio knowledge. It maintains it.

PortCo.app is a production system, not a proof of concept. The platform resolves entities, enforces referential integrity across modules, and propagates links on write — without user intervention. The knowledge graph is the database. Every module queries the same graph. There is no sync step.

The result: institutional knowledge that belongs to the firm, not the individual.

vendors.portco.app
Cross-portfolio exposure 6 portcos
Aperture ERP
Enterprise resource planning
CONFLICT
Deployed at
  • Meridian Logistics
  • Northwind Manufacturing
  • Vantage Payments
  • Ironline Industrial
  • Cedar Grove Foods
  • Halcyon Health
Combined annual spend
~ $ representative
Contract renewals in 90 days
3 of 6

Representative product view. Companies and vendors shown are illustrative.

The Platform

Eight modules. One connected platform.

vendors.portco.app
Every vendor your portfolio has touched. Rated, categorized, conflict-flagged.
A 552-vendor research catalog compiled by 3 Streets Consulting — rated, categorized, with cross-portfolio engagement history.
wiki.portco.app
Living profiles for every portfolio company. Auto-linked. AI-assisted. Version-controlled.
Write naturally. The platform builds the knowledge graph underneath.
spend.portco.app
Technology spend, including AI tooling, across the portfolio. By company. By category. By vendor.
See who is spending what on infrastructure, engineering tools, and AI — and whether the fund agreement is being used.
assess.portco.app
Structured maturity assessments. Scored. Benchmarked against the portfolio.
Score any portco across Infra, Cyber, Eng, Data, AI and Talent on one framework — then benchmark it against the set.
vcp.portco.app
Value creation plans tied to real data — not slide decks that age on day two.
Track initiatives from diligence finding to measurable outcome.
dd.portco.app
Pre-sign diligence workspace. Codename-protected. Access-controlled. Disposable.
Findings flow directly into the portco profile at close. Day one, the OP has context.
org.portco.app
Technology leadership — CIOs, CTOs, CISOs, engineering, data, and AI — reporting lines and team structure across the portfolio.
Know who runs technology, engineering, and data before you walk into the room.
bench.portco.app
Your advisory bench. Rated by engagement. Searchable by capability.
The right advisor for the right situation, based on actual performance.
Cross-Portfolio Intelligence

See the portfolio. Not just the portco.

The value of PortCo.app is not what it shows you about one company. It is what it shows you across all of them.

  • Which vendors appear at 8 of your 20 portcos — and whether they are any good.
  • Which companies are still running end-of-life infrastructure nobody flagged.
  • Which portcos have AI strategies and which are still talking about it.
  • Where a fund-level procurement agreement could save seven figures.
  • What your best operating partner learned at one portco that your newest one needs at another.
assess.portco.app
Portfolio assessment grid 5 dimensions
Infra Cyber Eng Data AI Meridian Logistics 82 71 68 55 41 Halcyon Health 74 88 62 70 — Northwind Manufacturing 59 47 73 44 38 Vantage Payments 91 84 80 77 66 Cedar Grove Foods 66 52 — 61 29
Strong Developing Gap — not assessed

Representative assessment grid. Scores and companies are illustrative.

Cross-portfolio intelligence is not a feature. It is the point.
How It Works

Write naturally. The graph builds itself.

No data entry screens. No migration projects. No six-month implementations.

01
Write a note
An operating partner writes wiki notes after a portco visit. Mentions a vendor by name. References a product. Tags a risk.
02
The platform connects
PortCo.app recognizes each entity, links it to the knowledge graph, and makes it available to every downstream view.
03
The graph compounds
The more you use it, the more it knows. The more it knows, the more you see. Institutional knowledge stays with the firm.

INGESTS: diligence reports · org charts · budget spreadsheets · meeting notes · tech-stack docs → resolves entities → links to the graph

Entity-resolved
knowledge graph
Companies, vendors, products, people — one connected model.
Referential integrity
across modules
Every module queries the same graph. There is no separate database.
Link on write
no sync step
Every write enriches the graph automatically — no data-entry screens.
Eight connected
subdomains
One graph. One database. Query it from any module.
The knowledge graph is the database. No warehouse, no sync, no nightly ETL.
Who It Is For

Four seats at the table.

General Partners
You manage the portfolio. You need to know which companies are behind on technology and AI, which vendors are overexposed, and where the value creation plan is off track. PortCo.app gives you that view without asking your operating partner to build a PowerPoint.
Operating Partners
You walk into a new portco with a blank page and 100 days. PortCo.app gives you the institutional baseline — what the firm already knows about this sector, this tech stack, these vendors. Your first conversation is a level up, not a discovery session.
Technology & AI Leadership
CIOs, CTOs, CISOs, Heads of Data, Heads of AI — your board will ask about tech spend, AI readiness, cyber posture, and vendor dependencies. PortCo.app is how you get ahead of the question and how you access fund-level agreements you did not know existed.
Advisory Firms & Technology Evaluators
You have clients who need technology intelligence across a portfolio, on a recurring basis. The analysis PortCo.app produces — vendor conflict flags, maturity scores, spend benchmarks, AI readiness assessments — is the same analysis your teams produce manually. We are not replacing the engagement. We are the platform that makes every engagement build on the last.