Portfolio Value Creation Tracker

Track and prove value creation across your entire portfolio

ComplexPrivate EquitySaves 25 hrs/mo

What This Automation Does

This automation tracks the key drivers of value creation for every portfolio company: revenue growth, EBITDA margin improvement, debt paydown, and multiple expansion. It compares actual performance against the original investment thesis and 100-day plan, calculates attribution of returns (operational improvement vs. market movement vs. leverage), and generates value creation bridges for LP reporting and exit preparation.

How It Works

Monthly Data Collection

Triggers on the monthly schedule to collect financial and operational data from portfolio companies.

Calculate Value Creation Metrics

Computes revenue growth, margin improvement, MOIC, IRR, and other value creation metrics for each company.

Benchmark vs Plan

Compares actual performance against the original investment thesis and value creation plan.

Value Creation Report

Distributes a value creation summary with attribution analysis and variance explanations to the partnership.

Pricing

Monthly Subscription

$199/mo

Standard plan

3 automations included at no setup cost
GHL sub-account with full configuration
Ongoing platform access & support

One-Time Setup Fee

$1,499

per automation (standalone)

Sub-account provisioning & snapshot
Workflow configuration & testing

Schedule a Free Consultation

No payment required — our team will finalize scope and pricing during the call.

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