Give every business you own a clear growth priority.
Use the same diagnostic across your companies to find gaps in what they offer and how customers choose them. Each operator gets a specific recommendation with evidence and estimated revenue impact for your next operating review.
15-minute call to choose the companies, review your priorities and agree the scope.
Or preview one company free
Give operators a recommendation they can work with.
A 50-point diagnostic explains where each business differs from direct competitors and what its team should investigate or change.
Pre-acquisition diligence
Scan a target during your diligence window and get a dollar-priced Truth Card in days: the revenue leak that becomes your 100-day playbook. Waived if you don't close.
Portfolio triage
Every portco through one engine, in a single weekly view, so you see which of your businesses is leaking what, ranked by dollar impact.
Post-close value creation
Turn diligence findings into a standing per-portco fix list your operators actually execute, not a deck that goes stale in six months.
New-vertical entry
Buy into a new vertical and get a vertical-specific diagnostic on day one: one engine covers HVAC, dental, e-comm and the rest, no new tool per portco.
Use your operating time where it can make a difference.
Look across offering gaps, reputation and visibility to decide which issues need the operator, a shared resource or further investigation.
No portfolio-level view
Marketing intelligence at each portco is 'ask the GM to forward their reviews dashboard.' There's no single view of revenue leak across the portfolio.
The playbook is you
5+ portco strategy calls a week, all held in your head. The thesis was: standardize operations, multiply output. But every decision still routes through one person.
Shared resources need clear priorities
Operators need to know which problems they can address locally and where a shared specialist would help. Inconsistent reporting makes that decision harder.
See which opportunities need local action and which deserve support across the portfolio.
- The HoldCo operator. The CFO-peer Truth Card voice is their native language.
Review different businesses in the same format.
Truth Cards bring the evidence, proposed change and estimated revenue impact into one place for your operating review.
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Use it on the next deal, too.
Run a Pre-Acquisition Diagnostic on your next target during diligence: the Truth Card becomes the 100-day post-close playbook. Pricing waived if you don't close.
Keep the recommendation specific to the business.
A product brand and a local service company need different work. Compare each one with its own competitors before setting the priority.
Scales past 5 portcos
One engine covers 10–50 portcos: no founder bottleneck, no per-portco tool sprawl.
One weekly rollup
Per-portco Truth Cards in a single cross-portfolio view, in CFO vocabulary. The Truth Card stack spreadsheets can't build.
Drafts the fix
Drafting agents prepare proposed changes for each company. Your operators review the work, add context and approve what moves forward.
Benchmarks you can't build alone
Every company is scored against its 10 direct competitors, a cohort built spec by spec for each business. You see where each one truly stands, not just against its own history.
Add market evidence to the numbers you already review.
Investigate customer requests and competitor differences alongside the financial and operating reports from each company.
Pricing
From the fourth entity you move to a Portfolio plan, from $1,500/mo, and we quote the exact figure on a call.
Book a DemoAgree the scope before starting across the portfolio.
Discuss the companies, review cadence and intended use with our team. We will confirm Portfolio scope, pricing and terms before you proceed.
What HoldCo founders ask first
What a scan reads. Public pages, listings, reviews and competitor pages. No patient records, no client logins, no CRM connection. Nothing you or your client sends us trains a public model. Every external write is draft-only behind your approval queue. SOC 2 Type I and HIPAA readiness are in progress. Details on our Security page.
The first diagnostic uses public information, so you can begin without internal-system access. Involve the operator to check the context and agree which recommendations to act on.
Set a regular review with each operator to inspect findings and approve proposed work. The time needed depends on the number of companies, the findings and the actions you choose.
Per-portco pricing scales down cleanly; it's not a fixed-fee loss. Add portcos as you acquire, remove them as you exit.
The vertical ontology and 25M-record cohort benchmark are years to replicate, and building it diverts you from what you're actually good at: acquisition. It's priced to make build-vs-buy an easy call.
Pricing is based on the companies in scope. Agree the Portfolio plan and billing terms on a call before starting. Use “Discuss your portfolio” to agree the scope. The Rapid Scan form above previews one business.
See how a team could use the findings.
These illustrative scenarios show how the recommendations could inform a decision.
One weekly rollup replaced five portco strategy calls I used to hold in my head.
Illustrative scenario: 22-business services HoldCo
We run a Pre-Acquisition Diagnostic on every target now; the Truth Card is our 100-day plan.
Illustrative scenario: search-fund operator
Give each operator a short list of proposed improvements and use the portfolio review to decide where shared support would help.
Illustrative scenario: home-services roll-up
Company profiles are anonymized composites drawn from real scan patterns.
Set the next priorities with your operators.
Discuss the companies you want to assess and agree the diagnostic scope; ongoing Portfolio access is quoted separately.
1. Enter one company’s website and your email.
2. Get three personalized insights from the Rapid Scan.
3. Review the preview and decide what to investigate next.