For PE Operating Partners & Value-Creation Teams

Per-portco revenue leak. Quantified.

Your carry rides on EBITDA across 15–40 portcos. You can read every P&L — but you can't see which company is quietly leaking revenue, or why. Ontevo prices the leak per portco, in dollars your LPs believe, and runs every quarter through the hold — not once at close.

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Ontevo Truth Card — portfolio rollup with dollar-denominated revenue leak
Diagnostic engine

Prioritized fix lists from 44 analyzers. Dollar-priced, evidence-backed.

A diagnostic engine that gives you a comprehensive performance view of every portfolio company — then an agentic layer that drafts every fix and runs the repeatable ones — portfolio-wide.

Ontevo Truth Card

Commercial diligence

A full commercial teardown on any target or portco — offering, specs, reputation, and online & AI visibility — benchmarked against 800+ comparable businesses. The rigor of your QoE, on the commercial side.

Value-creation planning

Bottoms-up, dollar-priced estimates of the revenue upside and cost savings hiding in each portco — so the growth thesis in your IC memo comes with receipts, not guesses.

100-day execution

A prioritized fix list per portco, with AI agents drafting the repeatable work — so the value-creation plan survives past the first board meeting.

Portfolio rollup

One standardized Truth Card format across every portco, so you compare all 25 companies apples-to-apples in a single quarterly view your LPs will believe.

The visibility gap

Portfolio-level commercial intelligence is the biggest unrealized value-creation lever in the asset class — and no software owns it.

Bain's 2026 report shows the longest holding periods in over two decades. You have to manufacture EBITDA, not exit-arb your way out. But the visibility isn't there.

Diligence goes stale at close

Pricing headroom, churn risk, and product gaps live in a PowerPoint deck that's irrelevant 6 months after close. The 100-day plan becomes a 365-day improvisation.

Every portco is a black box

Each company runs its own marketing stack. No shared diagnostic, no apples-to-apples comparison — so the underperformer hides in the rollup until it misses budget three quarters running.

$300K a portco. Then they leave.

Elite strategy firms deliver a 60-slide deck per company and walk out the door. Nothing persists through the hold. Nothing ships the fix.

The job to be done

“Deploy one standardized engine across every portco. Show me, every quarter, where revenue is leaking and what we're doing about it — across all 25 companies, in one view, with dollar figures my LPs will believe.”

— Sound familiar? This is the brief we built to.

HOW IT WORKS

One engine. Every portco. One artifact your IC already trusts.

Built to fit the post-close window and the quarterly portfolio review.

1

Days 1–14
Diagnose the asset
44 analyzers benchmark each portco across Market Fit, Reputation, Visibility, and Conversion against 25M+ records and 800+ anonymized comparable businesses — not abstract industry averages.

2

Each quarter
Price the leak
Every finding renders in CFO vocabulary — Revenue Leakage, CapEx, Utilization, Inventory Risk — with a confidence score and a dollar figure. One format across the whole portfolio.

3

Through the hold
Draft the fix
13 human-in-the-loop agents draft review responses, fix lists, page rewrites, and concept validation. Operating partners don't have field marketers — the software does the labor.
The Differentiator

The rollup view is the differentiator.

A 25-portco fund delivers 25 cohorts of signal in one contract — and you get a single quarterly portfolio rollup, apples-to-apples, that no native player offers. Mixed-sector funds with healthcare assets get HIPAA-BAA coverage out of the box.

Why it wins here

The diligence work, automated. Your consultants focus on transformation.

Standardized output

One Truth Card format across every portco — the sponsor compares apples-to-apples in a single quarterly view.

CFO-peer voice

Dollar-denominated findings in your literal vocabulary. Consultants speak in slides; Ontevo speaks in receipts.

Pre-exit narrative

Deployed AI capability is part of the story buyers pay a 0.5–1.5x multiple premium for at sale.

Carries with your OPs

Operating partners change funds every 4–6 years and bring their stack — each champion creates 2–3 fund migrations.

vs. the status quo

One diligence engagement, once. Or every portco, every quarter, at the same budget line.

One commercial-diligence engagement runs $300K–$1M for a single portco, once at close. Ontevo standardizes that intelligence across every portco and re-runs it each quarter through the hold — at the same budget line.

Status quo
Cost / limitation
Ontevo
Commercial-diligence consulting
$300K–$1M · point-in-time
Continuous per-portco diagnostic + fix
PitchBook / Sourcescrub
$30K–$80K/yr · sourcing only
Cohort benchmark vs. comparable businesses
Internal portco tooling
Fragmented · no rollup
One portfolio rollup, apples-to-apples
Point-in-time diligence decks
No cohort · no persistence
13 HITL agents draft the fix
One commercial-diligence engagement: $300K–$1M per portco (illustrative)
Ontevo: from $300K/yr, fund-wide
100-DAY DIAGNOSTIC
Free / 1 portco
All 4 pillars, dollar-denominated
Prioritized action list
Pre-drafted agent artifacts
Benchmarked vs. comparable businesses
Delivered in 14 days
Ready for the next IC review
PILOT
$25K / 3 portcos
3-portco scope, full engine
Dedicated PE-experienced CSM
Quarterly portfolio rollup
Below the IC threshold to start
60-day implementation
Converts to full deployment in year 2
All 4 pillars + peer cohort
IC-safe, binary pilot
PORTFOLIO MSA
From $300K/yr / yr
15–40 portcos under one agreement
$25K platform + $5K/portco/mo
Fund-branded outputs (white-label)
SOC 2 Type 1 in progress · master DPA
HIPAA-BAA for healthcare portcos
Quarterly portfolio rollup
API access & white-label reports
Dedicated success manager
Our Promise

Surface a gap worth more than the pilot — or the pilot is on us.

If the 100-Day Diagnostic doesn't surface at least one gap worth more than the pilot fee, you don't pay for it. No fine print. No hoops. We believe in what the agents find.

What operating partners ask first

Does this replace our commercial-diligence consultants?

No — it automates the diligence work so your consultants focus on transformation. A single commercial-diligence engagement runs $300K–$1M for one portco, point-in-time (illustrative). Ontevo runs continuously through the hold across 15–40 portcos at the same budget line, and the agents draft the fix.

Will portco CEOs resist a sponsor-mandated tool?

We multi-thread. The fund buys the engine, and each portco CEO gets direct value — Truth Cards solve their problems too. The diagnostic doesn't require portco cooperation to start; it runs on public signal.

How fast can we see something real?

14 days to the first portco Truth Card stack, redacted-mode. The activation milestone is presenting findings at your next quarterly portfolio review — typically ~90 days post-purchase. Once the MP sees it, expansion is near-automatic.

What about data security at fund level?

SOC 2 Type 1 in progress, fund-level master DPA, HIPAA-BAA available for healthcare assets, draft-only publishing on all external writes, and tenant isolation with optional per-portco data residency.

Why can't we just build this in-house?

Cohort benchmarking is multi-tenant by design — you can't benchmark your portfolio against 800+ comparable businesses with only your own data. And the vertical ontology is 18+ months of vertical-by-vertical work. The build-vs-buy math favors the multi-tenant cohort owner.

The buyer we built this for

Built by operators from McKinsey product strategy & Yelp local search.

One standardized Truth Card across the portfolio — a single quarterly rollup our IC actually trusts.

Operating Partner

23-portco services platform fund

We priced the leak per portco in dollars our LPs believe — at the budget line of one commercial-diligence engagement.

Value-Creation Lead

Mixed-sector mid-market GP

The rollup surfaced an underperformer we'd have missed for three quarters. That's the whole thesis.

Managing Partner

Healthcare value-creation team · HIPAA-BAA

See the leak before your next IC review.

Nominate one portco. We return a Truth Card with the dollar figure and the fix — no long sales cycle, no rip-and-replace. Your next three steps:

1 — Submit one portco URL.

2 — We benchmark it against 25M+ records and 800+ comparable businesses.

3 — Truth Card back with the dollar leak and the drafted fix.

STOP GUESSING. START ENGINEERING.

The World’s First Fractional Growth team.