From thesis to monthly actuals to the board deck —
one live loop across the whole portfolio.
A deal thesis lives in a memo. Actuals arrive in monthly decks, late and inconsistent. Operating partners chase portfolio companies for updates — the #1 pain of the job — and the board only sees a snapshot, weeks stale.
There's no live line from the thesis you underwrote
to the number the company actually hit.
Underwriting and value drivers get locked with versioning and an audit trail — the plan every actual is measured against.
Companies report monthly — revenue, EBITDA, synergy, integration %, retention — and variance rolls up line to portco to fund in real time.
Automated nudges end the update chase. The board gets a clean report plus a plain-English chat over live numbers.
OperatorBoard is being built as a real product with a private-equity design partner and an operating partner who runs M&A integration — every feature comes from the actual monthly loop, not a mockup.
Adjacent tools stop at close. OperatorBoard owns the hold — the disciplined reporting cadence and rollup that turn a thesis into a result the board can trust.
See the thesis-to-actuals loop on a real portfolio.