SKU 4 · PE OPERATING PARTNER

One dashboard for AI readiness across every company in your portfolio.

Your portfolio has 12 companies. Each one is paying $50K-$250K for an AI readiness deck, in a different framework, on a different cadence. That's $2-3M/yr of un-aggregatable assessment spend. Replace it with a single measurement layer for $50K-$150K/yr.

5–20
Portcos / year
Quarterly
Re-runs
48 hrs
Per portco
10–60×
vs Big-4

What operating partners get

Single screen the operating partner uses to make capital-allocation, McKinsey-deployment, and Phase-2-engagement decisions across the portfolio.

Six-Dimension Heat Map Across Portfolio

Color-coded grid: rows = portfolio companies, columns = the six scorecard dimensions (Strategy / Data / Technology / Talent / Governance / Research). Spot systemic portfolio weaknesses at a glance — "Talent is below 50 in 9 of 12 portcos" is one click away.

Cross-Portco Opportunity Rollup

Themes that recur across multiple portcos surface automatically. "AP Exception Agent — same opportunity in 7 portcos worth $4.2M aggregate" becomes the operating-partner play: deploy a single agent template across portcos in parallel instead of bespoke per-company builds.

Quarterly Delta Tracking

Re-run the IG analysis each quarter. The dashboard shows the per-dimension delta vs the last quarter — improving / declining / stable — so the operating partner can identify where their value-creation play is landing vs where it isn't.

Operating-Partner Dossier (PDF)

Single 60-80 page document ranking portcos by AI readiness uplift opportunity. Drop into your quarterly portfolio review pre-read; rank the portfolio for capital allocation decisions; identify which portcos to send McKinsey to vs which to leave alone.

Memory-Layer Compounding

Each new IG run feeds the persistent pattern store. By portco #5 the system has seen enough similar manufacturing / SaaS / aerospace setups to surface "we've seen this pattern before — here's what worked" automatically. The portfolio gets smarter with every analysis.

Drill-Through to Per-Portco Detail

Click any company in the heat map to open the full IG report — six-dimension scorecard, top opportunities with ROI, change-management plans, risk register. The dashboard is the rollup; the full evidence is one click away.

Annual pricing

Flat annual fee covering quarterly re-runs across the portfolio. Per-company cost drops as you add more portcos.

Portfolio SizeAnnualPer Company
Up to 5 companies$50,000$10,000
Up to 10 companies$80,000$8,000
Up to 15 companies$115,000$7,667
Up to 20 companies$150,000$7,500

Above 20 companies: custom. Likely SKU 5 (white-label) territory.

vs The alternatives

ApproachCostCycleAggregation
Bespoke McKinsey assessment per portco$150K–$300K per portco × 12 portcos = $1.8M–$3.6M8 weeks per portcoManual; the operating partner reads 12 different decks
Big-4 (Deloitte / EY / KPMG) per portco$100K–$250K per portco × 12 = $1.2M–$3.0M6 weeks per portcoRequires a separate consolidation engagement
IG Portfolio Annual (this product)$50K–$150K total / yr48 hrs per portco; quarterly re-runsBuilt-in — heat map, cross-portco rollup, quarterly delta

Run one analysis. See the whole portfolio.

The Portfolio Dashboard goes live the moment you run your second Intelligence Graph analysis. No setup, no integration — your existing IG reports are the source data.