Mid-market private equity

Operator OS

2024 · Portfolio operations

A unified operating system across a private equity firm's portfolio companies — diligence, KPI tracking, and quarterly board materials in one model. Replaces nine vendors.

$80M
Cycle saved
9
Vendors retired
22
Portcos onboarded
01 / Problem

The state of play.

The firm's operating partners were running twenty-two portfolio companies on a stack of nine vendors that did not talk to each other. Diligence lived in one place, KPI tracking in another, board materials in a third. Every quarter began with two weeks of reconciliation before any actual work could happen.

02 / Approach

What we built.

We built Operator OS as a single multi-tenant TypeScript application with tRPC end-to-end, a Snowflake warehouse for portco-level metrics, and Linear hooked in for the operational layer. The model is the contract: every portco maps onto a known schema, and every quarterly review is generated from the same data the operators see daily.

TypeScripttRPCSnowflakeLinear
03 / Outcome

What shipped.

Eighty million dollars of operational cycle freed up across the portfolio in year one. Nine vendors retired. Twenty-two portcos onboarded inside seven months. The quarterly review now starts on Monday with the deck already true.

Quiet, surgical, and the most senior team I have shipped with in fifteen years.
CEO · Mid-market private equity firm
Engagement
9 months · ongoing platform retainer
Team
  • Lead engineer
  • Data platform engineer
  • Frontend engineer
  • Design lead
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