ACTIVE FINANCIAL OPTIMIZATION FOR PORTCOS
Stop chasing spreadsheets and disconnected systems. OutcomeCatalyst unifies your portfolio’s financial and operational data into one governed layer giving you instant visibility into performance, cash flow, and value creation levers.
Stop chasing spreadsheets and disconnected systems. OutcomeCatalyst unifies your portfolio’s financial and operational data into one governed layer giving you instant visibility into performance, cash flow, and value creation levers.
OutcomeCatalyst
Platform
Problem/Solution Split
Fragmented Systems = DELAYED VALUE CREATION
Fragmented data across portco systems makes it impossible to see performance in real time. OutcomeCatalyst automates financial and operational consolidation, giving investment teams continuous visibility into cash flow, margins, and growth levers.
Fragmented data across portco systems makes it impossible to see performance in real time. OutcomeCatalyst automates financial and operational consolidation, giving investment teams continuous visibility into cash flow, margins, and growth levers.
Problem
Disconnected ERP, CRM, and accounting systems → delayed visibility, cash flow blind spots, and inefficient capital allocation
Problem
Disconnected ERP, CRM, and accounting systems → delayed visibility, cash flow blind spots, and inefficient capital allocation
Solution
Our AI agents unify portfolio data to surface levers that expand EBITDA, shorten cash cycles, and free up capital for reinvestment.
Solution
Our AI agents unify portfolio data to surface levers that expand EBITDA, shorten cash cycles, and free up capital for reinvestment.
HOW IT WORKS
HOW IT WORKS
Turning fragmented systems into self-optimizing portfolios
Turning fragmented systems into self-optimizing portfolios
OutcomeCatalyst AI agents connect your ERP, CRM, and operational systems into one governed data layer — then automate insight generation and recommendations that drive portfolio performance and free up cash flow.
OutcomeCatalyst AI agents connect your ERP, CRM, and operational systems into one governed data layer — then automate insight generation and recommendations that drive portfolio performance and free up cash flow.
Ingest & Standardize
Build governed data pipelines in hours, not months
Harmonize & Govern
Ensure data accuracy and audit-ready lineage across every portco
Deliver Insights
Surface profit levers, cash flow patterns, and margin trends instantly
Converse
Ask natural-language questions and get trusted portfolio answers in seconds
CASE STUDIES
Use Cases Examples
Identify margin-rich products and adjust spend in real time
5X Acceleration of Signal Generation in Investment Research
5X Acceleration of Signal Generation in Investment Research
IMPROVE EBITDA BY 3-5% WITHIN MONTHS
Detect billing inefficiencies and predict liquidity gaps before they occur
Cut data ingestion time by 24X, reducing data engineering overhead by 40%
IMPROVE FORECASTING PRECISION BY 20%+
Detect billing inefficiencies and predict liquidity gaps before they occur
IMPROVE FORECASTING PRECISION BY 20%+
Compare portfolio KPIs across ERP and CRM data instantly
Reduced CFO time spent on financial analysis from weeks to hours
REDUCE REPORTING CYCLES BY 80%
$50m ARR clinical trials portco
$50m rev/year clinical trials
portco
Compare portfolio KPIs across ERP and CRM data instantly
$50m rev/year clinical trials
portco
Benefits
Three Key Outcomes
Faster Portfolio Consolidation
Eliminate manual roll-ups across ERPs, CRMs, and spreadsheets. Automate consolidation so you can view performance across every portfolio company in hours — not weeks.
Improved Operational Transparency
AI-driven QA and lineage tracking ensure every data point is accurate, governed, and auditable. Gain real-time confidence in cash flow, margins, and performance metrics.
Accelerated Value Creation
Turn insights into action. Our agents surface recommendations — from optimizing billing cycles to reallocating capital — accelerating decisions that drive measurable EBITDA growth.
Faster Portfolio Consolidation
Eliminate manual roll-ups across ERPs, CRMs, and spreadsheets. Automate consolidation so you can view performance across every portfolio company in hours — not weeks.
Improved Operational Transparency
AI-driven QA and lineage tracking ensure every data point is accurate, governed, and auditable. Gain real-time confidence in cash flow, margins, and performance metrics.
Accelerated Value Creation
Turn insights into action. Our agents surface recommendations — from optimizing billing cycles to reallocating capital — accelerating decisions that drive measurable EBITDA growth.
Faster Portfolio Consolidation
Reduce onboarding from weeks to under an hour per source. Accelerate time-to-backtest so you can move from data to decisions faster.
Eliminate manual roll-ups across ERPs, CRMs, and spreadsheets. Automate consolidation so you can view performance across every portfolio company in hours — not weeks.
Faster Portfolio Consolidation
Eliminate manual roll-ups across ERPs, CRMs, and spreadsheets. Automate consolidation so you can view performance across every portfolio company in hours — not weeks.
Faster Data Onboarding
Improved Operational Transparency
Reduce onboarding from weeks to under an hour per source. Accelerate time-to-backtest so you can move from data to decisions faster.
AI-driven QA and lineage tracking ensure every data point is accurate, governed, and auditable. Gain real-time confidence in cash flow, margins, and performance metrics.
Improved Operational Transparency
AI-driven QA and lineage tracking ensure every data point is accurate, governed, and auditable. Gain real-time confidence in cash flow, margins, and performance metrics.
Faster Data Onboarding
Accelerated Value Creation
Reduce onboarding from weeks to under an hour per source. Accelerate time-to-backtest so you can move from data to decisions faster.
Turn insights into action. Our agents surface recommendations — from optimizing billing cycles to reallocating capital — accelerating decisions that drive measurable EBITDA growth.
Accelerated Value Creation
Turn insights into action. Our agents surface recommendations — from optimizing billing cycles to reallocating capital — accelerating decisions that drive measurable EBITDA growth.
FAQ
WE ANSWER YOUR QUESTIONS
What types of portfolio data can OutcomeCatalyst connect?
How fast can we deploy?
Will this replace our existing reporting tools?
How does this help our finance and operations teams?
Is our portfolio data secure?
What measurable outcomes should we expect?
Can OutcomeCatalyst help us generate value creation insights?
What types of portfolio data can OutcomeCatalyst connect?
How fast can we deploy?
Will this replace our existing reporting tools?
How does this help our finance and operations teams?
Is our portfolio data secure?
What measurable outcomes should we expect?
Can OutcomeCatalyst help us generate value creation insights?
What types of portfolio data can OutcomeCatalyst connect?
How fast can we deploy?
Will this replace our existing reporting tools?
How does this help our finance and operations teams?
Is our portfolio data secure?
What measurable outcomes should we expect?
Can OutcomeCatalyst help us generate value creation insights?
What types of portfolio data can OutcomeCatalyst connect?
How fast can we deploy?
Will this replace our existing reporting tools?
How does this help our finance and operations teams?
Is our portfolio data secure?
What measurable outcomes should we expect?
Can OutcomeCatalyst help us generate value creation insights?
Ready to Deploy Your AI Agents?
Query in your native language and let your favorite LLM do the heavy lifting. Dig into new insights in seconds.
Ready to Deploy Your AI Agents?
Query in your native language and let your favorite LLM do the heavy lifting. Dig into new insights in seconds.
Ready to Deploy Your AI Agents?
Query in your native language and let your favorite LLM do the heavy lifting. Dig into new insights in seconds.
OutcomeCatalyst
all your enterprise data in one trusted layer.
Get instant, trusted answers across finance, operations, and capital markets — all from a single source of truth.
OutcomeCatalyst
all your enterprise data in one trusted layer.
Get instant, trusted answers across finance, operations, and capital markets — all from a single source of truth.
OutcomeCatalyst
all your enterprise data in one trusted layer.
Get instant, trusted answers across finance, operations, and capital markets — all from a single source of truth.
OutcomeCatalyst
all your enterprise data in one trusted layer.
Get instant, trusted answers across finance, operations, and capital markets — all from a single source of truth.