For Private Equity Operating Partners
The platform of record
for portfolio operations.
OperatorBoard connects the diligence thesis to live actuals across every portfolio company. From IC memo to LPAC deck, the underwriting model stays alive through hold.
14-day free trial, full platform, no card required. Built for funds running $300M to $3B AUM.
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.
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
- 3
- Lines tracked
- 17
- On track
- 63%
Thesis Ledger
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
- 6 to 12
- Owner-attributed
- 100%
- Real-time variance
- Live
AI Board Deck
Composed from the ledger. In your voice.
Cover, exec summary, scoreboard, financials, risk callouts, asks of the board. Drafted in the voice of an operator who knows what a real LPAC review reads like. Edit inline, export to PPTX, send to the committee.
- Slides composed
- 7
- Compose time
- 3.8s
- Export formats
- PPTX, PDF
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 | |||||
| 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
- 3.8s
- Slides drafted
- 7
- Source ledger lines
- 6
- Export formats
- PPTX, PDF
Platform modules
Eight modules.
One unified ledger.
Five modules live today. Three landing across the next three quarters. Every module reads and writes from the same thesis ledger.
- 01Thesis LedgerLive
- 02Portfolio BoardLive
- 03AI Board DeckLive
- 04Variance EngineLive
- 05Synergy TrackerLive
- 06Diligence VaultQ3 2026
- 07Operator BenchQ4 2026
- 08Exit WorkbenchQ1 2027
Integrations
Reads from your stack.
No new system of record.
Live actuals flow from the systems your portfolio companies already run. NetSuite, Salesforce, the monthly Excel pack. No retraining required.
- NetSuiteFinancialsLive
- SalesforceCRMLive
- Microsoft ExcelModelsLive
- SnowflakeWarehouseLive
- QuickBooksFinancialsLive
- DealCloudDeal CRMQ3 2026
- WorkdayHRISQ3 2026
- PowerPointExportLive
Pricing
Priced by the size of your portfolio.
Every plan includes a 14-day free trial. No card required to start. Cancel anytime during the trial.
For a single operating partner running a focused book.
- Thesis Ledger + Portfolio Board
- AI board deck generation
- Variance engine + synergy tracker
- NetSuite, Salesforce, Excel sync
- Email support
For an operating partner team across the active portfolio.
- Everything in Operator
- Unlimited users + roles
- Diligence Vault + Exit Workbench
- Operator Bench (talent network)
- Snowflake + DealCloud sync
- Priority support + onboarding
For multi-fund platforms with bespoke requirements.
- Everything in Fund
- SSO / SAML + audit log
- Custom data retention
- Dedicated success manager
- Custom integrations + SLA
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. 14-day free trial, no card required.