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Private Equity · Infrastructure · Portfolio Operations

Real-Time Intelligence Across Every PortCo. Not a Quarterly Pack.

By the time the board pack lands, the data is weeks old and the window to intervene has passed. Squirro gives Operating Partners a live view of operational performance, financial signals, and customer health across every PortCo in the network — so decisions are made on what is happening now, not what happened last quarter.

Make Money Save Money Deploy in 4-8 weeks Medium Effort
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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
Real-Time cross-portfolio visibility replacing quarterly Excel consolidation
One Platform federated across the entire PortCo network

Evidence in Action

Watch Squirro Turn Private Equity Portfolio Data into Actionable Insight

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How it works

Real-Time Intelligence Across Every PortCo. Not a Quarterly Pack.

By the time the board pack lands, the data is weeks old and the window to intervene has passed. Squirro gives Operating Partners a live view of operational performance, financial signals, and customer health across every PortCo in the network — so decisions are made on what is happening now, not what happened last quarter.

01

NETWORK

PortCo systems connected across the network

ERP, CRM, ticketing, NOC platforms, and financial systems ingested simultaneously — per-PortCo data isolation enforced from day one.

Portfolio Network 47 PortCos · Live
  • ERP ERP & financial systems
  • CRM CRM & customer data
  • TIC Ticketing & service ops
  • NOC NOC platforms
0
signals today
Per-PortCo data isolation enforced from day one
02

CORRELATION

Data normalized and connected

Operational metrics, financials, and customer signals brought into a common intelligence layer — correlated across systems to surface patterns no single PortCo system can detect.

Cross-System Correlation 47 PortCos · One intelligence layer
PortCo 14 · Live
Operational metrics
Customer signals
Financial signals
Network alerts
Linked Customer churn velocity at PortCo 14 correlates to NOC outage two weeks ago — invisible inside any single system
03

ACCESS

Fund-level and PortCo-level views delivered

Operating Partners access the portfolio rollup. PortCo management accesses their asset. Permissions mirror source system access controls throughout.

Role-Based Access Live · 47 PortCos
Fund Level Operating Partner
Portfolio Rollup · Fund III
  • Portfolio 47 PortCos
  • Health 41 stable · 4 watch · 2 alert
  • QTD EBITDA +€34.2M
  • Coverage 5 funds rolled up
PortCo Level PortCo Mgmt
Solar Farm Alpha · PortCo 14
  • Revenue MTD €18.4M
  • Capacity 94% nominal
  • Churn 90d +2.1%
  • Open Incidents 3 · 1 P2
Permissions mirror source system access controls throughout
04

EARLY WARNING

Early warnings surface before board reporting

Performance deviations, risk signals, and operational anomalies flagged automatically — with drill-through to the underlying data for immediate investigation.

Early Warning Signals 42 days to Q1 board pack
  • Solar Farm Alpha · PortCo 14 Customer churn velocity +18% vs trailing 90d · CRM Drill through →
  • Toll Concession Beta · PortCo 22 EBITDA margin −2.4 pts vs plan · ERP Drill through →
  • Water Utility Gamma · PortCo 31 Ticket backlog +34% over 14 days · Service ops Drill through →
  • Datacenter Delta · PortCo 09 Network uptime 99.4% vs SLA 99.9% · NOC Drill through →
4 signals surfaced · flagged before the quarterly pack assembles

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 Portfolio Insight 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

    Portfolio insight

    Real-time cross-portfolio intelligence replacing quarterly board pack consolidation. Live in 4–8 weeks.

  2. 02 Next

    Contract intelligence

    CPI and index-linked contract tracking added to the portfolio view — connecting operational performance to the revenue obligations that underpin it.

  3. 03 Next

    Operational issue resolution

    Cognitive support deployed at PortCo level — connecting portfolio-level risk signals to operational resolution at the asset.

  4. 04 Vision

    Full portfolio AI platform

    Portfolio insight, contract intelligence, 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.

Quarterly board pack consolidation, fragmented PortCo reporting, and performance blind spots between board meetings each create visibility friction differently across every infrastructure fund. 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 portfolio insight fits your network, or explore a deployment.

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