Private Equity Portfolio Management Powered by AI
CortexaOS for PE firms. Portfolio dashboard, AI-generated 100-day plans, value creation tracking, board reporting, and LP communications — from $399/mo.
Replaces your PE operations stack
The only PE platform with AI-generated 100-day integration plans and IRR sensitivity heat maps.
Deploy playbooks faster than any competitor. Create value from day one of ownership.
Built for PE professionals who create value
From deal close to exit — the intelligence platform PE firms need to execute on the thesis.
Portfolio Dashboard
Real-time portfolio company performance with KPIs, EBITDA bridge, revenue vs plan, and covenant tracking. One view across your entire portfolio.
100-Day Plan Builder
AI-generated 100-day integration plans with workstreams, milestones, owners, and status tracking. Deploy playbooks faster than the competition.
Value Creation Tracker
Track value creation initiatives from identification to realization. Quantify EBITDA impact and tie every initiative to IRR improvement.
Due Diligence Manager
27-item DD checklist template, document collection, and finding tracker. Run consistent, thorough diligence on every deal.
Board & LP Reporting
Generate board packs and LP updates with financial summaries, operational highlights, and portfolio company snapshots. Cut reporting time in half.
Synergy Tracker
Identify, model, and track revenue and cost synergies for platform acquisitions. Hold the operating teams accountable to the investment thesis.
“The 100-day plan builder generates a working playbook in under an hour. We used to spend two weeks building that in PowerPoint. Our operating partners are all over it.”
PE Managing Partner
CortexaOS Customer
CortexaOS vs Visible
Execute faster. Create more value. Exit higher.
Team plan from $399/mo (annual). Full PE intelligence suite included.
Enterprise plan available for larger funds. Contact us for custom pricing.