Slow, Inconsistent Diligence
CIMs, financials, and ops data arrive in different formats from every target. Your team builds models manually, deal by deal. Insights depend on who’s running the analysis, not on a repeatable system. Deals slow down because diligence does.
Manual, Reactive LP Reporting
Portcos send data in Excel, email, and PDFs. Your team spends weeks reconciling it into something LPs can read. No real-time EBITDA bridge. No live KPI tracking. Every quarter, the same fire drill.
No Repeatable Operating Model
Value creation plans live in slide decks and update emails, not in systems. There’s no way to see what’s actually working across the portfolio. Every portco operates differently. Nothing you build at one company transfers to the next.
SECURITY & COMPLIANCE
HIPAA Compliant
Enterprise-Grade Encryption
Data Residency Control
Access Audit Trail
Connect Fragmented Data Across Portcos
Your portcos run SAP, QuickBooks, HubSpot, Salesforce, and a dozen tools in between. OutcomeCatalyst connects to what they already use. No migrations. No new systems for portco teams to learn. The Operating Partner gets a single view across the portfolio for the first time, without asking a single portco to change anything.
Standardize Key Workflows
Diligence, LP reporting, value creation tracking. Right now, each one runs differently at every portco. OutcomeCatalyst turns those workflows into repeatable systems. What used to depend on one analyst or one VP now runs the same way across the fund, regardless of which portco it touches.
Enable Faster, More Consistent Decisions
Once the data is connected and the workflows are standardized, decisions get faster. EBITDA visibility in real time, not quarterly. Diligence models built in days, not weeks. LP reports generated from live data, not stale spreadsheets. AI accelerates the layer underneath. It doesn’t replace it.
PROOF & RESULTS
PRIVATE EQUITY
40% faster diligence timelines on live deals
A $5B+ AUM middle-market private equity firm was running diligence across multiple active deals, but every process required rebuilding the same data foundation from scratch. Deal teams were pulling CIM data, QoE reports, and portfolio benchmarks into Excel, with analysts spending 60–70% of their time just aggregating and cleaning inputs.
OutcomeCatalyst ingested CIMs, historical deal data, and third-party reports into a unified data layer, automatically structuring financials, normalizing metrics across deals, and enabling instant querying across both pipeline and portfolio.
Within the first quarter, the firm reduced diligence timelines by 40% and was able to evaluate more deals in parallel without adding headcount. More importantly, senior deal partners had direct access to consistent data, eliminating back-and-forth with junior teams during investment committee prep.
PRIVATE EQUITY
2.3x faster portfolio reporting across 18 PortCos
A PE-backed services platform with 18 portfolio companies was struggling to produce consistent monthly and quarterly reporting. Each PortCo operated on different ERP systems, and the finance team was manually reconciling revenue, margin, and operating metrics across spreadsheets before every board and LP update.
OutcomeCatalyst connected each PortCo’s ERP and operational systems into a centralized data layer, standardizing metrics like revenue recognition, cost-to-serve, and EBITDA adjustments. Reporting workflows were automated, and leadership gained a real-time view into performance across the portfolio.
The finance team reduced reporting cycle time from ~3 weeks to under 1 week (2.3x faster), while uncovering recurring margin leakage patterns across multiple PortCos that had previously gone unnoticed.
OP
Operating Partner
Private Equity Firm ($2–5B AUM)
★★★★★
“Before OutcomeCatalyst, our reporting process across portfolio companies was entirely manual. We were constantly reconciling numbers instead of understanding performance. Now we have a consistent view across every company, and our operating team can actually focus on driving EBITDA improvements.”
Faster Diligence Cycles
Your diligence speed is your competitive edge. Right now, CIMs, financials, and ops data get processed manually, deal by deal. When one analyst is tied up, the next deal waits. OutcomeCatalyst connects diligence workflows to systems, not individuals. The data flows in structured, the models build faster, and your team closes the gap between LOI and close.
Faster diligence cycles → more competitive in deals
Clear EBITDA Visibility Across Portcos
Ask an Operating Partner what’s driving EBITDA across the portfolio and you’ll get a different answer depending on when you ask and who pulled the data. OutcomeCatalyst gives you one answer, in real time, across every portco. Revenue drivers, cost structure, margin trends. Visible. Comparable. Current.
Clear visibility into EBITDA drivers across portcos
Repeatable Operating Model
At 10 portcos, the Operating Partner can hold the portfolio in their head. At 25, they can’t. What worked through personal relationships and quarterly check-ins doesn’t scale. OutcomeCatalyst turns the workflows that matter most into repeatable systems. Reporting, onboarding, value creation tracking. The fund’s operating model becomes the fund’s, not any one person’s.
30-40% reduction in manual reporting effort
OUR FAQS
Six questions we hear on every PE call. Here are the answers.
Yes — we're designed to work with your existing stack.
We don't require rip-and-replace. Most of our clients are running some combination of ERPs, CRMs, spreadsheets, and industry-specific systems across their portfolio. We connect to those systems, ingest the data, and create a unified layer on top.
The goal is to make your current environment usable — not to disrupt it.
