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Solutions · Portfolio Company

Build your company brain.Close the month in hours.See every region in real time.Report without the fire drill.Ask anything across your ops.

Connect every system into one source of truth, so operational visibility, monthly reporting and board packs run themselves instead of eating the finance team’s week.

For CEOs, CFOs and operators at portfolio companies.

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Your stack, structured into one firm brain
01 · The problem

Everyone we talk to names a different one.

Every month-end is a fire drill to close the numbers.— CFO
Each region reports in its own format.— COO
The board pack takes a week we do not have.— CFO
Budget versus actual lives in a dozen spreadsheets.— Finance Lead
I cannot see performance until the month is long gone.— CEO
Every system speaks a different language.— Head of Ops
Forecasting is a guess dressed up as a model.— CFO
I want to ask one question and get the whole company back.— CEO
02 · What you can build

One platform, the whole deal journey.

These are the bigger workflows we build with you. From that foundation, every one of these agents and apps is configured to how your firm actually works.

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  1. 01Connect & integrate
    • System connectors
    • Budget vs actual reconciliation
    • Automated monthly reports
    • One Platform
    • Source of Truth
  2. 02Operational visibility
    • Regional dashboards
    • Per-manager scorecards
    • Productivity tracking
    • Dashboards
    • Scorecards
  3. 03Predictive intelligence
    • Demand & staffing forecast
    • Forecast vs capacity
    • Forecasts
    • Planning
  4. 04Benchmarking
    • Cross-region benchmarking
    • Turnover vs industry benchmark
    • Benchmarks
    • Analytics
  5. 05Knowledge & answers
    • Natural-language ops queries
    • AI opportunity diagnostic
    • Knowledge Base
    • Answers
  6. 06Value creation
    • Expansion thesis validation
    • Bolt-on screening
    • Value Plan
    • Pipeline

Agent — runs on a trigger, does the work, reports back. App — a live view your team opens any time, always current.

03 · Example workflows

The agents and apps, chained into real workflows.

Any of these building blocks can be assembled into an automation that runs end to end. A few we build most often.

Automated month-end close
The month endsTrigger
Ingest actuals across every entity
Reconcile budget versus actual
Draft the board pack
→A board pack ready, variances flagged
Always-on visibility
Operational data updatesTrigger
Consolidate across every region
Refresh the manager scorecards
Flag anything off plan
→A live dashboard the whole team can open
Ask the company anything
A question comes upTrigger
Read across every connected system
Pull the relevant numbers
Answer with the sources
→A cited answer in seconds, not days
04 · Proof
6 hrsTo a board pack, not a week.1 platformEvery system, one source of truth.Real-timeVisibility across every region.

Your team’s intelligence.
Finally working together.

See how DealSage helps investment teams capture knowledge, automate workflows, and make better decisions.

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