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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 swissrockets Customer Logo

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

Contract Intelligence Agent - live demo, ready to play
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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 Leakage Recoverable revenue derived from contracts, invoices and published index series across the portfolio
€22.54MCollectable
€1.66MRefund exposure
€2.57MTime-barred
533Findings
Where the leakage sits0 contracts across five companies
CompanyCurrencyFindingsCollectable
Solar Farm AlphaRenewables · time-barred €916,533.23 EUR106 €8,475,982.99
Northgate Toll ConcessionToll roads · time-barred €1,046,624.42 GBP141 €7,026,639.90
Helvetia Water WorksWater utilities · time-barred €62,734.99 CHF115 €1,905,312.51
Rhein District EnergyDistrict energy · time-barred €214,641.64 EUR116 €1,640,946.76
Meridian Waste SolutionsWaste management · time-barred €147,640.50 GBP111 €1,475,827.51
Normalised to euro at a fixed June-2026 FX snapshot, not a live rate
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.

Defect Playbook The eleven defect types the engine can raise, the rule behind each, and what each one is worth across the portfolio
DefectFindingsCollectable
Escalation never appliedEscalation due but billed at base — recover the full uplift. 159 €12,021,879.71
Partial applicationSome periods billed correctly, others at base. 63 €2,905,983.63
Cap applied below capCap applied though the raw increase was below it — recover the under-bill. 35 €1,834,118.52
Notice expired (time-barred)Notice deadline lapsed — the adjustment is time-barred and lost. 45 €702,349.94
Billed after termination refund exposureBilled after termination — over-recovery, which is refund risk, not a claim. 23 −€947,404.22
One defect accounts for more than half the money — a billing-process problem, not a run of mistakes.
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.

Findings & Audit Every finding, with the clause, the index level and the invoice it was derived from — sorted by what is still claimable
ContractExpectedBilledRecoverable
RHM-2021-AD7DU-4Escalation never appliedSolar Farm Alpha €1,549,109.92€772,000.00€594,259.06
RHM-2019-ADY7J-CEscalation never appliedSolar Farm Alpha €1,127,757.65€598,000.00€529,757.65
MRA-2021-BQ2XK-9Billed after terminationMeridian Waste Solutions £0.00£214,880.00−£214,880.00
RHM-2019-ADY7J-C Krämer AGOpen
Derived from the contract clause, the reference index and the issued invoice — not a stored number.
Mechanism lagged_index · Index ENERGY_DE · Base date 2019-10-01
PeriodEntitledBilledGap
2024€563,878.83€299,000.00€264,878.83
2025€563,878.82€299,000.00€264,878.82
Recoverable €529,757.65
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 Pipeline Notices drafted from the clause, the index level and the invoice — tracked from draft to cash recovered Assembling…
€529,757.65In pipeline
1Notices
€0.00Recovered to date
Recovery notice · RHM-2019-ADY7J-C
Addressed to the billing contact on the CRM record
Re: index adjustment not applied — RHM-2019-ADY7J-C
• Mechanism: lagged_index (defect: Escalation never applied)
• Reference index: ENERGY_DE, base date 2019-10-01, base value €299,000.00
• Periods reviewed: 2024, 2025
• Contractually entitled: €1,127,757.65
• Actually billed: €598,000.00
• Adjustment sought: €529,757.65
Send to invoices@kraemer-ag.example
PipelineDrafted → Sent → Acknowledged → Recovered
RHM-2019-ADY7J-CKrämer AG€529,757.65Drafted
No limitation paragraph — none of the periods are time-barred.

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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