For PE Operating Partners
Every thesis.
Every actual.
One board.
The diligence model lives on after close. Every assumption, every owner, every variance, across every portco you hold.
Pulls from the stack you already run
NetSuite, Salesforce, Excel, Snowflake. No new system of record. No retraining your portco CFOs.
The seam nobody owns
Built for the way Operating Partners actually work.
Maestro tracks plans. iLEVEL tracks dollars. DealCloud tracks deals. None of them connects the thesis you underwrote at IC to the actuals you're hitting today.
OperatorBoard is the system of record between them. The underwriting model survives the close. Every variance has a name on it.
- Underwrite onceImport the IC memo. Synergy lines, EBITDA bridge, growth case. Locked as the underwriting truth.
- Track everywhereLive actuals flow from NetSuite, Salesforce, and the CFO's monthly pack. Variance is computed for you.
- Brief the boardOne click composes the LPAC deck from the ledger. Edit, export, send.
| Thesis line | Underwriting | Current | Variance | Status |
|---|---|---|---|---|
Consolidate three duplicate hosting environments to single AWS tenant Priya Shah (CTO) | $1.8M | $1.5M | -14.4% | On track |
Shared services consolidation, finance, HR, legal across 4 acquired entities Marcus Hill (CFO) | $2.4M | $2.7M | +10.4% | Realized |
Cross-sell EHR module into legacy PM-only customer base (3,200 clinics) Dana Petrov (CRO) | $6.2M | $2.1M | -66.1% | At risk |
Organic ARR growth 18% YoY blended across portfolio Dana Petrov (CRO) | 18% | 21.0% | +16.7% | Realized |
Why we built our own
Maestro tracks plans. Nobody tracks the thesis.
The category fragments at the seam. Pre-close tools end at signing. Portfolio monitoring starts at the GL. The thesis lives in a PDF.
| Feature | OperatorBoard | Maestro | Midaxo | DealCloud | Allvue |
|---|---|---|---|---|---|
| Carries the diligence thesis from IC to exit | |||||
| Variance to plan, line by line | |||||
| Cross-portco rollup for Operating Partner | |||||
| AI-generated LPAC deck from live ledger | |||||
| Operator bench, interim CFO and integration leads | |||||
| Time to first board deck | 90 seconds | Days | Days | n/a | Days |
Comparison reflects publicly described product surfaces, May 2026.
The headline moment
From live ledger to LPAC-ready in ninety seconds.
The Operating Partner's deck used to take three hours every Sunday night. We compose it from the live ledger, in the voice of a senior operator, with the variance already explained.
- Consolidate three duplicate hosting environments to single AWS tenant-14.4%
- Shared services consolidation, finance, HR, legal across 4 acquired entities+10.4%
- Cross-sell EHR module into legacy PM-only customer base (3,200 clinics)-66.1%
- Organic ARR growth 18% YoY blended across portfolio+16.7%
HealthCloud is materially on plan despite cross-sell pressure.
- LTM EBITDA $24.9M, up 27% versus Y1 plan. Margin 31.8% versus 30.0% case.
- Two add-ons closed at blended 9.4x. Platform multiple now 10.8x.
- Cross-sell attach 11% versus 32% case. CRO hired Apr; reload in Q3.
The shape of it
Eight modules.
One unified ledger.
One board.
Five surfaces live today. Three coming this year. Each one writes into the same ledger, so every variance has one owner and one truth.
- 01Thesis LedgerLive
- 02Portfolio BoardLive
- 03AI Board DeckLive
- 04Variance EngineLive
- 05Synergy TrackerLive
- 06Diligence VaultSoon
- 07Operator BenchSoon
- 08Exit WorkbenchSoon
Who this is for
Built for funds running $300M to $3B AUM and three to fifteen active portcos.
Starting at fifty thousand dollars per fund per year. Two design partner slots open for Q3 2026, free for six months in exchange for product feedback and a logo on the wall.
Reach out