AI Operations for Your
Entire Portfolio.
Reviews, social media, compliance, website monitoring, and competitive intelligence for every company in your portfolio. One dashboard, one invoice, one point of contact.
Simple. Transparent. Results-driven.
Onboard Your Portfolio
Provide company details and access credentials. We handle the rest. 48-hour deployment per company.
AI Deploys Per Company
Each portfolio company gets its own automation stack: review management, social content, compliance monitoring, website alerts, and competitive intel.
Monthly LP Reports
Unified dashboard with KPIs across your entire portfolio. Export-ready reports for LP updates and board decks.
Built for results, not busywork.
Review Management
Every Google review answered within hours across all portfolio companies. HIPAA-compliant for healthcare holdings.
Social Content
30 posts/month per company, tailored to their industry and brand voice. No generic content.
Compliance Monitoring
HIPAA, OSHA, PCI, ADA — continuous monitoring with alerts before problems become lawsuits.
Competitive Intelligence
Monthly competitive reports per company showing market position, threats, and growth opportunities.
Scale pricing for portfolios.
- Minimum 5 companies
- All services included
- Unified dashboard
- Monthly LP reports
- Dedicated account manager
- Quarterly strategy review