Private Equity Operations

Your portfolio
runs itself.

CapDeck is an AI-native operations platform for PE firms. It autonomously collects portfolio company data, generates LP reports, and tracks value creation across your entire fund.

The quarterly reporting treadmill

Every quarter, your team chases portfolio companies for KPIs. Data arrives in different formats, at different times. Associates spend weeks reconciling spreadsheets. LP reports go out late. Board materials get assembled at midnight. The tools built to solve this cost $200K/year and take a year to implement.

80%
of associate time spent collecting and formatting data, not analyzing it
6-12mo
typical implementation timeline for enterprise portfolio monitoring tools
$200K+
annual cost for legacy platforms like Allvue, eFront, and Chronograph

Three things, done autonomously

Not another dashboard to manually feed. An autonomous system that works while your team focuses on deals.

◇

Portfolio Data Collection

AI agents connect to portfolio company systems and pull financials, KPIs, and operational metrics automatically. No more email chains. No more data entry. Updated continuously, not quarterly.

▢

LP Report Generation

Quarterly letters, statements of investment, and performance summaries written from live data. IRR, TVPI, DPI calculated and formatted. Ready for review, not assembly.

▲

Value Creation Tracking

100-day plans, operational improvement initiatives, and cross-portfolio benchmarks that update in real-time. See which portcos are executing and which need attention before the board meeting.

Without CapDeck

  • Chase portcos for KPIs via email for 3-4 weeks each quarter
  • Reconcile data from 15 different spreadsheet formats
  • Build LP reports manually in PowerPoint and Word
  • Board materials assembled the night before
  • Value creation tracked in a static spreadsheet updated monthly

With CapDeck

  • Portfolio data flows in continuously from connected systems
  • Single source of truth, standardized automatically
  • LP reports generated from live data, ready to review
  • Board materials always current, pulled on demand
  • Real-time value creation dashboards with proactive alerts

Built by someone who's lived on both sides of the table.

CapDeck was conceived by a PE operator who's been the GP chasing data and the portco CEO being chased. The result is a system that works for everyone in the portfolio, not just the people building the reports.