The AI Operating System for
Private Equity Value Creation
Turn your value creation plan into margin and a faster exit. Every win compounds across the portfolio and into the next deal.
The problems don't shrink with size. They compound.
Every firm has the raw material: thesis, diligence, VCP, reporting. None of it connects. And it gets worse with every company you add.
The thesis and the value levers that justified the deal sit in a data room the operators never reopen.
With a dozen-plus PortCos, an off-plan initiative shows up late. No one can hold the whole portfolio in their head.
More operating partners, more formats, more manual reconstruction. Faster than any team can keep up.
A fix proven in one company (pricing, integration, procurement) rarely reaches the next one facing it. The single largest pool of unrealized alpha.
One operating layer over the systems you already use.
Modos connects your existing tools and artifacts into the Value Creation Graph (a connected view of every PortCo's plan) and turns it into action. The operating leverage a mega-fund builds in-house, without the org.
What goes in
- DealCloud / CRM
- IC memos
- Diligence / data room
- VCP & 100-day plan
- Board decks
- PortCo reporting
- Operating reviews
- LP reporting
What comes out
- Drift & anomaly alerts
- Ranked interventions + owners
- Review & board prep
- Cross-PortCo playbooks
- Exit & LP evidence
See the whole portfolio. Run the work. Prove the impact.
Wire in the systems you already run, put the cross-system work on autopilot at the autonomy you choose, and tie every action back to operating impact, governed end to end.
See the whole portfolio at once.
The Value Creation Graph connects to DealCloud, your CRM, board decks, and KPI packs, plus the cross-team handoffs no single tool sees today.
Run the work end-to-end.
Modos runs the high-leverage workflows that span systems and deal teams, at whatever level of autonomy you set.
Tie every action to impact.
Impact by initiative, PortCo, and value lever: drift caught, commitments closed, playbooks reused. Real operating impact, not usage dashboards.
The work that moves the number.
From the next operating review to portfolio-wide alpha. Start with the work in front of you; it compounds across the portfolio.
Operating reviews & board prep
Partners walk in with prior commitments, KPI drift, and root-cause hypotheses already assembled.
Sharper reviews; hours back per cyclePortfolio-wide drift detection
Off-plan initiatives flagged against the thesis across every PortCo, before the board meeting.
Intervene 30–60 days earlierKPI ↔ value-lever reconciliation
Messy KPI packs across sectors mapped to the levers they're meant to prove.
One source of operating truthDiligence → 100-day handoff
Diligence risks become owned workstreams, KPIs, and owners at close.
Execution starts day oneAdd-on integration & synergy
Integration checklists and synergy capture tracked across every consolidation thesis.
Synergies that don't leak between dealsCross-portfolio learning
A win at one PortCo becomes a governed playbook the whole portfolio can reuse.
Portfolio-level alpha, not a one-offPE portfolios leak at the seams.
Modos closes the gaps. Here's what that's worth.
Target outcomes from design-partner workflows and modeling; the operations figure is industry benchmark (PwC; Bain “12 is the new 5”). Results vary by firm.
Built for the data you actually care about.
Your most sensitive data (deal terms, board materials, PortCo KPIs) stays governed, isolated, and auditable. Hard boundaries between the firm and every portfolio company, and the controls enterprise buyers expect.
Controls mapped to the SOC 2 framework; the Type II audit is underway.
AES-256 at rest. TLS 1.3 in transit. AWS managed keys.
Governed by role, fund, deal team, and operating partner, with clear boundaries between companies.
Every action, every query, every agent decision: logged, traceable, exportable.
No portfolio company sees another's data. The firm sees only what governance permits, nothing more.
Your data trains your graph, not our models. Full stop.
See Modos in action.
Book a 30-minute demo and see where every portfolio company stands against its plan, and what to do about it.