Solution Architecture · Portfolio Intelligence
One intelligence layer across the whole portfolio, kept current every month.
Most PE firms and holding companies don't have an operations problem. They have a visibility and execution gap. We diagnose the real gap before anyone buys another tool, build the unified intelligence layer that fits your portfolio, and then run, tune, and expand it across the portfolio every month.
Cumulative Operations Cost Over 18 Months
Status Quo Headcount vs. Revuity Systems Architecture
- Status Quo (Agency/FTE)
- Revuity Architecture
The Mathematics of Systems
Stop subsidizing inefficiency across your portfolio.
Operating 5 to 50 independent companies means absorbing the tax of 5 to 50 independent, disconnected tech stacks. By centralizing reporting, automating data ingestion, and building a unified intelligence layer, you transform headcount Opex into highly-leveraged capital assets.
Average reduction in manual data reconciliation across portfolio companies.
Faster time to insight (MTTI) for board-level reporting.
Unified data layer connecting divergent portfolio tech stacks.
Additional full-time engineering headcount required post-handoff.
Architecture vs. Ad-Hoc
Why traditional operations scaling breaks down at the portfolio level.
Who This Is For
The Enterprise Buyer
PE firms & permanent capital holding companies
Multi-entity operators (5–50 portfolio companies)
Founders post-acquisition needing operational clarity
Operators whose CTO or VP just exited
Enterprise groups acquiring disconnected legacy systems
The Problem
What's Breaking Internally
No common data semantic layer across portcos
Expensive manual processes disguised as operations
Shadow IT: AI tools adopted without architecture
Decisions made on 30-day delayed financial signals
Every acquired company reinventing the same SaaS wheel
The Execution Model
A highly-structured three-phase deployment.
Systems Diagnostic
Walk in, assess the stack, the team, the data, and the process. Map what's broken, what's redundant, and what's missing.
Deliverable: Prioritized build roadmap with effort estimates. ($7,500, credited toward build)
Build & Automate
Ship the highest-leverage solution. LLM workflows, agentic pipelines, data infrastructure, or operational dashboards.
Deliverable: Measurable output. Real code. Not a deck. ($35K to $75K, fixed scope)
Playbook + Handoff
Document everything. Translate the build into repeatable toolkits and runbooks your portfolio can self-operate.
Deliverable: Full documentation package and operational runbooks. Included with Phase 02.
Engagement · Diagnostic to managed
Fixed-scope build. Measurable managed operations.
Too many teams overspend on software that never fit the business. So we understand the need first. A paid diagnostic that credits toward the build, then a fixed-scope build sized to what you actually need, then managed operations that run and expand it every month.
Phase 01 · Diagnostic
Portfolio data audit
$7,500
2 to 3 weeks · credited toward build
We audit the portfolio's data and surface where a unified intelligence layer pays off first.
Phase 02 · Build and deploy
Unified intelligence layer and pipelines
$35K to $75K
Fixed scope
The data layer and automated pipelines that connect divergent portfolio stacks into one source of truth.
Phase 03 · Managed operations
Portfolio Intelligence
$8,000/mo base
Covers up to 3 portfolio companies, a unified dashboard, and a monthly intelligence brief.
+$2,000/mo per additional portfolio company. Optional quarterly diligence sprints billed at the build rate.
We bill for systems that work and the outcomes they produce, not for hours or availability. The diagnostic is credited toward your build. Managed operations are billed monthly, reported monthly, with a 30-day exit.
Our Advantage
Engineers, not advisors.
The How
Builder, Not Advisor. We don't write strategy decks. We architect, build, and ship. Every engagement ends with something running in production.
The Why Us
15+ Years, End to End. Fortune 500 environments, regulated industries, agentic AI systems, and data infrastructure, deployed, not theorized.
The When
Right Now. Engagements are limited and by referral. The right time to engage is before the next board meeting, not after the next miss.
Ready to architect your portfolio operations?
Engagements are accepted by referral and mutual fit only.