Portfolio solutions
Ventrix pods slot into value creation offices, toggling between flagship mandates and rapid-response interim coverage with live market maps.
Audit + regulator touchpoints scheduled.
Add scenario
Attach GTM / ops narrative
Highlights connect mandate queues, succession radar, and value-creation metrics across holdings.
Operating rhythm
Quarterly slates sync with deal flow, board refreshes, and exit horizons so nothing slips through the cracks.
Data & insights
Talent intelligence merges ATS, portfolio KPIs, and market data for a living bench across each hold period.
Scenario
Rapid labs prep boards for CEO breaks, CFO swaps, or GTM rebuilds with day-zero assets ready.
Control room keeps priority order aligned with deal calendar.
KPIs + leadership signals tied together for each holding.
Narratives for LPs, co-investors, and boards stay in sync.
Advisory groups, intelligence, and scenario planning share the same data spine so every placement or advisory sprint reflects this industry's nuance.
Advisory pods
Each pod includes Ventrix partners, value creation leads, and function-specific advisors that rotate across holdings.
Intelligence stack
We integrate ATS or HRIS feeds with market data to provide one view of leadership pipelines per holding.
Scenario planning
Scenario labs map leadership moves for acquisitions, bolt-ons, or exits months before the trigger.
Use these archetypes as a starting point—filters will deep link into future sub-pages.
Discovery through onboarding keeps regulators, boards, founders, and investors aligned.
We review fund strategy, playbooks, and current mandate backlog to build a unified control room.
Dashboards map holdings by stage and leadership pressure.
Data connectors pull portfolio + market signals to prioritize proactive outreach.
Each holding gets risk + opportunity heat scores.
Boards preview slates within context of diligence, integrations, and growth initiatives.
Offer guardrails align with carry + incentive plans.
Teams stay attached through first 120 days to ensure KPIs and talent plans stay on pace.
Roadmaps tie to value creation metrics and board reporting.
Toggle between enterprise pods for flagship assets and startup-ready squads for emerging bets without rebuilding process each time.
We can co-brand dashboards with your platform brand when rolling out to holdings.
