ACTIVE FINANCIAL OPTIMIZATION FOR PORTCOS
Stop losing weeks to fragmented reporting. OutcomeCatalyst turns scattered portfolio data into leverage—so you can expand margins, tighten cash cycles, and free up capital faster.
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
OutcomeCatalyst
Platform
OutcomeCatalyst
Platform
the challenge
Fragmented Systems = DELAYED VALUE CREATION
ERP, CRM, and accounting data rarely talk to each other. That disconnect hides margin leakage, slows cash collection, and stalls reinvestment. Portfolio teams spend weeks reconciling numbers instead of improving them.
ERP, CRM, and accounting data rarely talk to each other. That disconnect hides margin leakage, slows cash collection, and stalls reinvestment. Portfolio teams spend weeks reconciling numbers instead of improving them.
Problem
Fragmented ERP, CRM, and accounting systems delay financial clarity → slowing cash flow and stalling value creation across the portfolio
Problem
Fragmented ERP, CRM, and accounting systems delay financial clarity → slowing cash flow and stalling value creation across the portfolio
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
our solution
our solution
from reactive reporting to predictive optimization
from reactive reporting to predictive optimization
OutcomeCatalyst connects your existing ERP, CRM, and spreadsheets into a governed data layer — then activates AI agents that analyze margin drivers, optimize cash cycles, and recommend reinvestment opportunities.
OutcomeCatalyst connects your existing ERP, CRM, and spreadsheets into a governed data layer — then activates AI agents that analyze margin drivers, optimize cash cycles, and recommend reinvestment opportunities.
Ingest & Standardize
Unify financial, sales, and operational data in weeks, not quarters
Govern & Trust
Every metric traced back to source. No reconciliation debates.
Surface Levers
Surface profit levers, cash flow patterns, and margin trends in seconds through natural language search
Automate Actions
AI agents flag cash flow issues, optimize billing, and suggest capital redeployment
use cases
how leading pe firms use outcomecatalyst
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
results
three levers to improve portfolio returns
6X Faster Portfolio Consolidation
Automate data roll-ups across ERP, CRM, and spreadsheets — so fund and PortCo performance can be viewed in hours, not weeks.
70% Reduction in Manual Reporting Hours
Replace fragmented spreadsheet reconciliation with governed data pipelines. Finance teams spend time analyzing, not validating.
2X Faster Integration
Standardize financial and operational data models across new PortCos within weeks — accelerating value creation from day one.
6X Faster Portfolio Consolidation
Automate data roll-ups across ERP, CRM, and spreadsheets — so fund and PortCo performance can be viewed in hours, not weeks.
70% Reduction in Manual Reporting Hours
Replace fragmented spreadsheet reconciliation with governed data pipelines. Finance teams spend time analyzing, not validating.
2X Faster Integration
Standardize financial and operational data models across new PortCos within weeks — accelerating value creation from day one.
results
quantifiable impact across the desk
Faster Portfolio Consolidation
6X 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.
Automate data roll-ups across ERP, CRM, and spreadsheets — so fund and PortCo performance can be viewed in hours, not weeks.
6X Faster Portfolio Consolidation
Automate data roll-ups across ERP, CRM, and spreadsheets — so fund and PortCo performance can be viewed in hours, not weeks.
Faster Data Onboarding
70% Reduction in Manual Reporting Hours
Reduce onboarding from weeks to under an hour per source. Accelerate time-to-backtest so you can move from data to decisions faster.
Replace fragmented spreadsheet reconciliation with governed data pipelines. Finance teams spend time analyzing, not validating.
70% Reduction in Manual Reporting Hours
Replace fragmented spreadsheet reconciliation with governed data pipelines. Finance teams spend time analyzing, not validating.
Faster Data Onboarding
2X Faster Integration
Reduce onboarding from weeks to under an hour per source. Accelerate time-to-backtest so you can move from data to decisions faster.
Standardize financial and operational data models across new PortCos within weeks — accelerating value creation from day one.
2X Faster Integration
Standardize financial and operational data models across new PortCos within weeks — accelerating value creation from day one.
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 optimize your portfolio?
Deploy AI financial agents that find cash, accelerate reporting, and scale value creation across every portco.
ready to optimize your portfolio?
Deploy AI financial agents that find cash, accelerate reporting, and scale value creation across every portco.
ready to optimize your portfolio?
Deploy AI financial agents that find cash, accelerate reporting, and scale value creation across every portco.
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.