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Private Equity · Infrastructure · Portfolio Operations

The Revenue Was Always There. It Just Wasn't Being Collected.

CPI and index-linked contracts are supposed to protect your portfolio's revenue. But when adjustments are missed, applied inconsistently, or never triggered at all, the leakage is silent — and cumulative. Squirro finds it, cites it, and gives your finance team everything they need to recover it.

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Trusted by Industry Leaders

Zwickroell Henkel Siemens OCBC Bank Candriam Bertelsmann IDB Invest Security Benefit

Measurable Impact

Colleagues working through requests together
3% of contract value previously left on the table
$5M recovered annually at a single infrastructure PortCo

Evidence in Action

Watch Squirro Surface Private Equity Contract Intelligence from Question to Action

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How it works

From Contract Corpus To Recovered Revenue.

CPI and index-linked contracts are supposed to protect portfolio revenue. Consistent application is what makes that work. Squirro ingests every contract across every PortCo, tracks every adjustment obligation automatically, and surfaces missed adjustments with clause-level citations — turning silent leakage into recoverable revenue your finance team can act on immediately.

01

INGESTION

Contracts ingested across the portfolio

All contracts connected from CLM systems, data rooms, and document repositories — across every PortCo simultaneously, with per-PortCo data isolation maintained.

Portfolio Ingestion 47 PortCos · Live
  • CLM CLM platforms
  • DR Data rooms
  • DOC Document repositories
  • ERP ERP & billing systems
0
contracts indexed
Per-PortCo data isolation maintained · no cross-fund leakage
02

MONITORING

Obligations extracted and monitored

CPI clauses, index references, adjustment schedules, and escalation triggers extracted automatically — mapped to a monitoring calendar that fires alerts before deadlines pass.

Obligation Monitor 47 PortCos · Live
Q1Q2Q3Q4
  • Solar Farm Alpha · PortCo 14 CPI clause 4.2 · +3.2% · €184K adjustment due Alert · 14 days
  • Toll Concession Beta · PortCo 22 Index ref §7.1 · +2.8% · €92K adjustment due 47 days
  • Water Utility Gamma · PortCo 31 CPI clause 3.1 · +3.1% · €128K adjustment due 92 days
Alerts fire 30 days before deadline · synced to billing system
03

RECONCILIATION

Leakage surfaced with citations

Contract-to-bill audit compares billing records against contractual entitlements — every gap flagged with the specific contract, clause, and index value. Finance teams receive actionable findings, not summaries.

Contract-to-Bill Audit Q4 2025 · Cited Findings
  • Solar Farm Alpha · PortCo 14 CPI · Clause 4.2
    Expected €847K Billed €683K Gap +€164K
  • Toll Concession Beta · PortCo 22 Index · §7.1
    Expected €412K Billed €358K Gap +€54K
  • Water Utility Gamma · PortCo 31 CPI · Clause 3.1
    Expected €620K Billed €432K Gap +€188K
12 findings · €1.84M recoverable · every gap cited to clause + index
04

RECOVERY

Recovery initiated with full documentation

Finance team acts on cited findings directly — no manual research required. Every action logged for audit purposes.

Recovery Package Q4 2025 · 12 findings · €1.84M recoverable Assembling…
Cited Findings
12
€1.84M leakage identified · 8 PortCos Every gap cited to contract, clause, and index value
Adjustment Calculations
  • CPI Δ+3.2% weighted across affected contracts
  • Index Δ€184K average under-billed per finding
  • PeriodQ1–Q4 2025 · cumulative leakage
Action Log · Audit Trail
  • Customer notices drafted with clause references attached
  • ERP adjustment entries staged for finance approval
  • Every action timestamped · defensible · regulator-ready
Ready · finance team acts on cited findings directly

Integrations

Connect Seamlessly with Your Existing Data

Break down data silos and integrate all of your existing data, creating a single source of truth.

Data source connectors for the Contract Intelligence Agent

Your Expansion Path

Start Here. Scale Across Operations

Each stage shortens discovery cycles, reduces duplication costs, and builds a compounding knowledge advantage across the organization.

  1. 01 To start

    Contract intelligence

    CPI and index tracking, obligation monitoring, contract-to-bill audit, automated alerts. Deployed across the portfolio network in 4–8 weeks.

  2. 02 Next

    Portfolio insight

    Real-time operational and financial intelligence across all PortCos — moving from contract recovery to full portfolio visibility between board meetings.

  3. 03 Next

    Operational issue resolution

    Cognitive support for call center, NOC, and field service teams — reducing operational costs at the PortCo level while improving customer satisfaction.

  4. 04 Vision

    Full portfolio AI platform

    Contract intelligence, portfolio insight, deal research, and operational issue resolution — one platform, every PortCo, compounding value across the network with every deployment.

Our Platform

Connect Once, Govern Once, Reuse Everywhere.

Most enterprises rebuild the same plumbing for every AI project — connectors, governance, retrieval, audit. Squirro builds it once. You extend it.

Squirro Platform Copy-1

One Platform. Limitless Workflows. Ready to Deploy.

Ready to Deploy

Start Where the Friction Is.

Contract leakage, inconsistent index application, and billing reconciliation failures each create revenue friction differently across every infrastructure portfolio. We work with fund operating teams to map the most strategic path to value — and to deploy quickly where the friction is sharpest.

Share your details with us to discover the use case, discuss how contract intelligence fits your portfolio, or explore a deployment.

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