How a $40B sector-focused fund operationalized portfolio benchmarking across 50+ companies
We went from chasing portfolio companies for spreadsheets every quarter to having live KPIs in the boardroom. Soal Labs built the spine of how we operate now.
The Challenge
The fund's value creation team was managing portfolio reporting through a patchwork of Excel templates, quarterly emails, and ad-hoc consultant work. Operating partners across defense, healthcare, and education couldn't compare KPIs across companies without weeks of manual reconciliation. As the portfolio grew past a dozen companies, the data gap was becoming a strategic liability.
The Approach
The fund's value creation team was managing portfolio reporting through a patchwork of Excel templates, quarterly emails, and ad-hoc consultant work. Operating partners across defense, healthcare, and education couldn't compare KPIs across companies without weeks of manual reconciliation. As the portfolio grew past a dozen companies, the data gap was becoming a strategic liability.
The Outcome
Quarterly board prep that used to take three weeks now runs in two days. The value creation team has live access to portfolio-wide KPIs without dependency on company CFOs. Most importantly, the fund can now run AI maturity assessments across the portfolio at scale, identifying which companies are ready for AI-enabled value creation initiatives.
