For private equity and software holdcos

Every portfolio company reports a number. Know it’s the right one.

Each KPI is defined once and answered from the company’s own data. The approved numbers are checked against the source every week, so a wrong one shows up before it reaches a board deck. And when teams ask AI, they get that same number.

The portfolio problem

Same KPI, different companies. Different numbers.

Accuracy

Don’t trust the number. Check it, every week.

1. Defined once, signed off

What ARR, churn or margin means is written down with the people who own the numbers. AI drafts the definitions from the company’s data; your team approves them.

2. Every answer uses those definitions

Every question is checked against the approved definitions and tables before it runs. The AI doesn’t guess what a column means.

3. Re-checked against the source, weekly

The questions you approve are asked again every week and scored against the company’s own data. If a system or model change breaks a number, the Accuracy report flags it before anyone reports it.

Accuracy report

Week 45 · one portfolio company

23 of 24 approved answers match

ARR, end of October Matches
New customers, October Matches
Gross margin, Q3 Matches
Net revenue retention, October Changed
Top 10 accounts by revenue, Q3 Matches

Net revenue retention for October changed after last week’s billing update. Flagged for review before the monthly pack goes out.

Checks numbers, names and lists for closed periods, like last month or last quarter. Example data.

Control

One way of working across the portfolio. Each company’s data stays its own.

Own data, own rules.

Every portfolio company gets its own workspace, connected to its own systems, with its own rules for who sees what. Sales sees sales. Finance sees finance.

Every question on record.

Who asked what, which data the answer used, and what came back. For every person and every automated report.

Any AI, no lock-in.

Works with whichever AI the teams use today, and whatever they switch to next. The definitions and permissions stay put when the AI changes.

How it starts

Start with one company. Then the next.

We set it up with you, one portfolio company at a time. Each company’s team runs it from there.

  1. Step 1

    Pick one company and its KPIs

    Start where the monthly pack hurts most. Bring the five numbers you report every month.

  2. Step 2

    Connect and define, with us

    We connect its systems and write down what each KPI means, signed off by the people who own the numbers. Everything lives in the company’s own accounts.

  3. Step 3

    A working proof in about a week

    The team asks AI for those numbers, and the first Accuracy report shows which ones match.

  4. Step 4

    Then the next company

    Same playbook, same KPI list as a starting point, each company on its own data.

Inside the companies

Not just reporting up. Run the company on it.

The same layer runs each company’s own operations: the questions the team asks every day, the Monday report that lands before anyone asks, a heads-up when a number moves, and AI agents that handle the routine work. The numbers the parent sees are a by-product. Here’s what changes by role.

GM / COO

The monthly pack, built from your own data.

The numbers your parent company asks for come straight from your systems, defined the same way every month and checked every week. Nobody rebuilds the spreadsheet.

CTO

AI on company data, with guardrails you didn’t have to build.

Access per team and per table, read and write kept separate, and every question on record. It works with whichever AI your people already use.

CMO

Channel numbers everyone agrees on.

Ask which channel drove pipeline and get the same answer finance would give. Plus a Monday report on what moved, and a heads-up when a number you pick changes.

Customer story · A multi-location dealership group

From one data project to 30 people across sales, service and management.

  1. It started with

    Business questions and automated reports on their data.

  2. Then

    They connected it to their AI through FrontierOps.

  3. Now

    People across the group ask their own questions, every day.

30

people using it, from a single data project

Bring one KPI you report across the portfolio. We’ll show you how it gets checked.