PE Portfolio Intelligence

Spot Growth Risks Before They Destroy Value

Systematic maturity assessment for PE portfolio companies. Identify operational gaps, benchmark against peers, and drive value creation with data-driven insights.

Portfolio Health Overview 5 Companies
Tech Sales Ops HR Finance
TechCorp AB
3.8
3.2
2.9
3.5
3.1
Nordic SaaS
3.1
2.4
2.8
3.0
3.6
GrowthCo
2.3
1.8
2.5
2.2
2.7
DataFlow
3.9
3.4
3.7
3.2
3.0
ScaleUp Inc
2.9
3.1
2.4
2.8
2.3

200

Diagnostic Questions

10

Functional Areas

4

Maturity Levels

100%

EU Data Hosted

Hidden Risks Destroy Portfolio Value

A company may look financially healthy today, but lack the operational maturity to execute its growth plan.

No Visibility

PE firms lack insight into operational readiness across portfolio companies until problems surface.

Late Detection

By the time operational issues emerge in financial results, significant value has already been destroyed.

No Benchmarks

Without comparable data, it's impossible to know what "good" looks like at each growth stage.

Systematic Assessment Across Every Function

ValueGen provides a structured framework to assess, monitor, and improve operational maturity across all functional areas of your portfolio companies.

Diagnostic Questionnaires

200 questions across 10 functional areas, answered by department leaders

AI Document Analysis

Upload operational documents for automated insight extraction

Context-Aware Scoring

Scores adjusted for company size, industry, and growth trajectory

Portfolio Heat Maps

Bird's-eye view across all companies for quick prioritization

TechCorp AB - Maturity
3.2 / 4.0
Technology
3.8
Sales
3.2
Operations
2.9
HR
3.5
Finance
3.1

How It Works

From initial assessment to actionable insights in four simple steps.

1

Onboard

Add your portfolio companies with key metadata and growth targets

2

Assess

Distribute questionnaires to functional leaders and upload documents

3

Analyze

AI processes responses and documents to generate maturity scores

4

Act

Prioritize interventions based on data-driven gap analysis

Enterprise-Grade Security

Your portfolio data is protected by German engineering standards.

ISO 27001 Certified

Infrastructure hosted on Hetzner with ISO/IEC 27001:2022 certified data centers in Germany and Finland.

EU Data Sovereignty

Your data never leaves EU jurisdiction. No US Cloud Act exposure. GDPR compliant by design.

Tenant Isolation

Database-level Row-Level Security ensures each PE firm's data is cryptographically isolated.

Learn more about security →

Ready to See Your Portfolio Clearly?

Schedule a demo to see how ValueGen can help you identify and address operational risks across your portfolio.