Build it once, then run it in every company you hold.
Portfolio companies carry the same manual work as every other operator, and each management team solves it alone or not at all. We build the system in one company, prove it against that company's numbers, then deploy it across the rest of the portfolio, with the fund seeing all of it on one screen.
Where value creation stalls.
Operating improvements wait on the management team
A value creation plan depends on a team already running the business at full stretch, so the operating initiatives that would move the number sit behind the day job.
Every company reports in its own shape
Monthly figures arrive late, in different formats, from different systems, and the fund rebuilds them by hand before anyone can compare two companies.
The same build gets paid for repeatedly
One company buys a reporting tool, another hires an agency, a third does nothing. The fund pays three times for a problem that is the same in all three.
Proprietary flow depends on staying in front of owners
The sponsor who has been in contact for two years gets the call. Everyone else sees the process after a banker has run it.
What we build across a portfolio.
One build, deployed company by company
The system gets built and proven inside a single portfolio company against that company's own numbers, then rolled to the next one without starting over.
Portfolio reporting in one shape
Each company's numbers assemble themselves on schedule into the same format, so the fund spends its time comparing companies.
Sourcing against the thesis
Targets that fit the fund's criteria get found continuously, the entity behind a business gets resolved to a real owner with a verified contact, and the approach is drafted for a partner to send.
We build whatever your operation needs.
Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.
Describe it in your words.
Plain language is enough. The more detail in the box, the more specific the reply.
What we would run across the portfolio.
One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.
At fund level this is the portfolio view: every company's numbers in the same shape, on schedule, with the detail one click away.
A sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.
Inside a portfolio company it works the revenue side, answering and following up on every lead. At the fund it sources against the thesis and keeps the sponsor in front of owners before a process starts.
Everything the company knows, held in one private place the whole team can ask in plain language.
Each company's history, contracts, and operating knowledge stay in one place the management team can ask, which matters most in the year after a leadership change.
Interested in making your private equity or portfolio company AI-native?
First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.
Send the details
First name, last name, and a work email. Jake replies within one business day.
Three things you can check on us.
Seven-day money-back guarantee
Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.
Engineering from Fortune 500 companies
The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.
We run Terso on the systems we sell
Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.
See what this costs you before committing to anything.
Send the details of your private equity operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.
- A reply within one business day, written by Jake
- The first build named, with the return it targets
- No obligation to go further
Send the details
Name, email, and company. Jake reads these himself and replies within one business day.
Where it starts.
It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.
Common questions.
Do you work with the fund, or with the portfolio companies?
Both, and they are different engagements. Inside a portfolio company we build the revenue and operations systems that company needs. At the fund we build reporting across the portfolio and sourcing against the thesis. Most sponsors start with one company.
Do we have to roll this out across the whole portfolio?
No, and we would advise against it. One company first, measured against its own numbers, then the companies where the same problem is costing the most. The second deployment is faster than the first because the build already exists.
What about a company we are about to acquire?
We can scope the operating build during diligence, so the first hundred days start with the system already running. The audit output is the same document either way.
Who runs it once it is live?
We do. We host it, monitor it, and keep improving it as each company changes, and the management team corrects it when it gets something wrong.
Start with the company that is losing the most.
A free consultation walks through one portfolio company and shows what the first build would return, and what it would cost to repeat it.
Or send the details and we come to you.
Send the details instead
Name, email, and company. Jake replies within one business day.