BoardWise for portfolio owners
Follow the reasoning, not just the numbers.
Board packs tell you what happened last quarter. The thinking behind it — the options management weighed, what the plan rests on, what would change it — lives in a few heads, and leaves with them.
What it changes
A live view of how your portfolio companies decide.
-
01
Between board meetings
See the open questions and decisions management chooses to share as they form, not as a quarterly snapshot.
-
02
Management changes, the memory stays
When a founder steps back or a new CEO arrives, the decision history is the handover document — not a blank slate.
-
03
The narrative is already there
When a buyer, a lender or a new co-investor asks why the company is the way it is, the decision trail exists.
-
04
Across the portfolio
The questions that keep coming back across companies, and how each one resolved them — with every company’s consent.
The portfolio company owns its memory. You see what management chooses to share.
Who it's for
Owners who stay close to strategy.
-
Private equity & buy-and-build
A value-creation plan, add-on acquisitions, management teams that change during the hold.
-
Venture capital
Fast-moving founders, pivots, and board seats with little time between meetings.
-
Family offices & holdings
Long horizons, succession, and a next generation that needs the why, not just the what.
Portfolio conversations
Thinking about this for your portfolio?
We’d like to hear how you follow your companies today.