For Private Equity Operating Partners
The platform of record
for portfolio operations.
Every value-creation line you underwrote, reported monthly by the company that owns it, from IC memo through exit. You approve the month; it rolls into the board pack without anyone retyping it.
Walk the seeded portfolio, no signup. Built for funds running $300M to $3B AUM.
Every company, every thesis line, and what is off plan this month.
The platform
Three surfaces. One ledger.
The diligence thesis becomes a living ledger. Operating partners scan the portfolio, drill any line, and ship the board deck. No new system of record.
Every screen below is the seeded demo workspace, so the company names and figures in the images are illustrative. The counts beside each screen describe the product, not that demo.
Portfolio Board
The Monday morning scan.
Every portco in the fund at a glance. Thesis lines on track, at risk, missed. Aggregate KPI strip computed live. Recent flags from every operating cadence in one feed.
- Portcos in view
- Whole fund
- Ledger lines
- Unlimited
- KPI strip
- Computed live
Thesis
Every underwriting line tracked to the dollar.
The IC memo becomes a living ledger. Every synergy, every growth assumption, every working-capital target, with current actuals, owner, status, and notes that explain the variance.
- Lines per portco
- Unlimited
- Owner and note
- Per line
- Variance to plan
- Live
AI Board Deck
Composed from the ledger. In your voice.
Cover, exec summary, scoreboard, financials, risk callouts, asks of the board. Seven slides, drafted in the voice of an operator who knows what a real LPAC review reads like. A deterministic builder owns every number on every slide; the model only rewrites the prose around them.
- Slides composed
- 7
- Compose time
- 90 seconds
- Numbers from the model
- None
Category positioning
The handoff nobody owns.
Pre-close tools end at signing. Portfolio monitoring starts at the GL. The thesis itself lives in a PDF on a shared drive. OperatorBoard is the system of record between them.
| Capability | OperatorBoard | Maestro | Midaxo | DealCloud | Allvue |
|---|---|---|---|---|---|
| Carries diligence thesis from IC through exit | |||||
| Variance to plan, line by line | |||||
| Cross-portco rollup for operating partner | |||||
| AI-composed LPAC deck from live ledger | |||||
| Operator bench for interim CFO and integration leads | |||||
| Portfolio company files its own month against the thesis | |||||
| Time to first board deck | 90 seconds | Days | Days | Not applicable | Days |
Comparison reflects publicly described product surfaces as of May 2026.
The headline workflow
Ledger to LPAC deck in ninety seconds.
The operating partner deck used to take three hours every Sunday night. OperatorBoard composes it from the live ledger, in the voice of a senior operator, with every variance already explained.
- Composition time
- 90 seconds
- Slides drafted
- 7
- Source
- Your live ledger
- Numbers from the model
- None
PPTX and PDF export are on the roadmap. Today the deck is composed and read in the browser.
Platform modules
Twelve modules.
One unified ledger.
Twelve live today. Every one of them reads and writes the same thesis, so a number entered once by the company that owns it shows up everywhere it belongs.
- 01ThesisLive
- 02Portfolio BoardLive
- 03Monthly ReportLive
- 04Actual vs ThesisLive
- 05SynergiesLive
- 06AI Board DeckLive
- 07Operating Partner ScorecardLive
- 08ProposalsLive
- 09Integration PlaybookLive
- 10Exit ReadinessLive
- 11Add-on PipelineLive
- 12Deal RoomLive
Integrations
Reads from your stack.
No new system of record.
Actuals come from the systems your portfolio companies already run. QuickBooks, Xero, Salesforce, or the monthly Excel pack. Each sync is pulled on demand and pre-fills that period's report, so nobody has to retype the numbers.
- QuickBooks OnlineAccountingLive
- XeroAccountingLive
- Sage IntacctAccountingLive
- Dynamics BCAccountingLive
- Excel / Google SheetsSpreadsheetLive
- JiraProjectLive
- LinearProjectLive
- AsanaProjectLive
- Monday.comProjectLive
- SalesforceCRMConnect only
- HubSpotCRMConnect only
- RipplingHRISLive
- GustoHRISLive
- NetSuiteAccountingRoadmap
- WorkdayHRISRoadmap
- ADPHRISRoadmap
- SnowflakeWarehouseRoadmap
Pricing
Priced by the size of your portfolio.
Pricing shown is the intended list. Nothing is billed while OperatorBoard is in preview. Cancel anytime during the trial.
For a single operating partner running a focused book.
- Thesis + Portfolio Board
- Monthly reporting with CEO logins
- Actual vs Thesis + synergy tracking
- AI board deck generation + Ask the Data
- Integration playbook + milestones
- Documents with file upload
- QuickBooks, Xero, Salesforce, HubSpot, Excel sync
- Email support
Included when it ships
- NetSuite syncQ3 2026
For an operating partner team across the active portfolio.
- Everything in Operator
- Unlimited users + roles, board layer included
- Add-on pipeline with a deal room per target
- Diligence request lists + private data room
- Operating partner scorecard, value split per company
- Proposals with votes, decisions and AI drafting
- Exit workbench: Base / Bear / Bull scenarios with MOIC and IRR
- Priority support + onboarding
Included when it ships
- DealCloud + warehouse syncQ3 2026
For multi-fund platforms with bespoke requirements.
- Everything in Fund
- Audit log with CSV export
- Configurable data retention
- Dedicated success manager
- Custom integrations + SLA
Included when it ships
- SSO / SAMLRoadmap
Questions on a larger rollout? Talk to us.
Get started
Carry the thesis to exit.
Spin up your workspace in minutes. Import the diligence thesis, connect your actuals, ship the board deck. Free while in preview, no card required.