From the value-creation plan to the investor update.
For private equity owners: an Outcome App inside each portfolio company, one view across the portfolio, and an investor update where every figure traces back to evidence.
Portfolio against planMonth to date- Wealth tech platform104%Advisor ARR
- Services company92%Margin
- Payments business99%Net revenue
- Portfolio EBITDA97%+6 pts
The chain from plan to investor update
A value-creation plan is only as good as the weekly work inside each company, the decisions the fund makes across them, and the evidence behind what investors are told.
Who we work with
The operating partner leads. Each company owns its number. The fund CFO owns what investors see.
Plan attainment across companies. Wants to see which company is off plan, why, and what was decided.
The one or two numbers in the value-creation plan. Wants the work moving every week, not a monthly report.
A quarterly update on time. Wants every figure traceable to its source and signed off.
Access across separate companies. Wants each company's data and permissions kept apart.
The questions your portfolio companies will ask
A fund-wide view only works if each company trusts it. We agree these in writing with each company during the Outcome Baseline.
Read how Monrix handles security- What does the fund see, and what stays inside the company?The group view is agreed company by company, down to each figure.
- Does each company keep its own data and access?Each company's systems, records and roles are set up separately.
- How is every figure traced to evidence?Each number in the investor update links back to its source record and its sign-off.
- Who approves what goes to investors?The approval steps from company CFO to fund CFO, logged with each approver.
Put your value-creation plan on a weekly number.
Start with an Outcome Baseline: we take one portfolio company's plan, measure its number with the team, and agree a target.