Percomb Portfolio
Each portfolio company publishes an assessment from its own workspace. The console reads across all of them and puts the companies that moved against you at the top. A company that has not published in 14 days is marked quiet.
2 companies lost ground over the last 90 days, and one has gone quiet.
4 of 5 published a snapshot in the last 14 days.
| Company | Exit readiness | 90 days | Value levers | Open critical findings |
|---|---|---|---|---|
Corvus Health | 48LOW | -6 pts | Platform & Scalability: 44 of 100Engineering Velocity: 52 of 100Security & Compliance: 39 of 100Team Resilience: 47 of 100IP & Licensing: 58 of 100AI Leverage: 50 of 100Operational Maturity: 45 of 100Institutional Knowledge: 41 of 100 | 9 |
Arden Systems | 61MODERATE | -3 pts | Platform & Scalability: 62 of 100Engineering Velocity: 68 of 100Security & Compliance: 48 of 100Team Resilience: 47 of 100IP & Licensing: 72 of 100AI Leverage: 61 of 100Operational Maturity: 64 of 100Institutional Knowledge: 58 of 100 | 6 |
Ellis Manufacturing IT | 66MODERATE | +4 pts | Platform & Scalability: 70 of 100Engineering Velocity: 64 of 100Security & Compliance: 66 of 100Team Resilience: 69 of 100IP & Licensing: 74 of 100AI Leverage: 52 of 100Operational Maturity: 68 of 100Institutional Knowledge: 65 of 100 | 4 |
Brightline Data | 78HIGH | +2 pts | Platform & Scalability: 82 of 100Engineering Velocity: 79 of 100Security & Compliance: 76 of 100Team Resilience: 74 of 100IP & Licensing: 85 of 100AI Leverage: 71 of 100Operational Maturity: 80 of 100Institutional Knowledge: 77 of 100 | 1 |
Delta Ridge Software Quiet: no snapshot in 41 days | 71STALE | no change | Platform & Scalability: 74 of 100Engineering Velocity: 70 of 100Security & Compliance: 68 of 100Team Resilience: 72 of 100IP & Licensing: 76 of 100AI Leverage: 63 of 100Operational Maturity: 75 of 100Institutional Knowledge: 71 of 100 | 2 |
Investors read published snapshots: weekly and automatic, or curated releases the company issues by hand. With the company's approval, a Guest Pass opens a read-only, audited view of its live findings.
8
value levers
per company, each scored 0 to 100
60
the pass line
a lever at or above it would pass diligence without a plan
90
days of momentum
the change, split into the levers that moved it
14
days to quiet
with no snapshot, a company is marked quiet and its score decays
The boundary
You read what a company publishes.
Its working project stays its own. The one exception is a Guest Pass, which the company grants and can watch being used.
Why the line is drawn there
A company working its own findings on a platform its investor can read over its shoulder starts writing for the investor, and the drafts stop being useful to anyone. So documents, evidence and the project's own chat stay with the company. What leaves is set by a sharing tier the company has agreed to: scores only, scores and themes, or full transparency.
What you get
Published snapshots: an automatic one every week by default, or curated releases the company publishes by hand. Each carries the Exit readiness score, the eight lever scores and whatever the sharing tier allows beyond them. A company that stops publishing is shown as quiet.
The Guest Pass
At full transparency you can ask for a read-only pass into the company's live findings and their evidence. The company approves it, it lasts fourteen days, you confirm your one-time code again to enter and every thirty minutes after, and every view is logged where the company can see it.
The company also sees which posture you hold with it: Observer, where you stay informed and nothing is pushed at them, or Active, where item-level tracking is switched on.
Comparison against other funds' portfolios runs on the same consent. Only companies that have switched their own contribution on are counted, and a lever reports nothing at all until five companies from two investor firms sit behind it. What comes back is a median and quartiles, never a row, and there are no sector cuts, since sector plus size plus lever re-identifies a company in a small pool.
Reading it
Which company slipped, and on which lever.
Companies down the side, the eight levers across, every cell a score out of 100 colored against the line at 60. Warm cells are where value is leaking.
Exit readiness, one number per company
0 to 100, banded HIGH at 70 and above, MODERATE from 55, LOW below that. It blends evidence-backed confidence, coverage of the review areas, open risk and remediation pace.
Why it moved
The 90-day change is split into the levers that caused it, and each driver opens the finding behind it. Drivers appear once two snapshots exist to compare.
Quiet after fourteen days
A company with no snapshot in 14 days is marked quiet and its score starts to decay. The row says how long it has been since the last snapshot.
A report for the people who are not in the console
On the plans that include it, a Value Creation Report goes to co-investors and limited partners through a link, with no account and no access to anything else.
Corvus Health
Arden Systems
Ellis Manufacturing IT
Brightline Data
Delta Ridge Software
Arden Systems · Why it moved · 90-day drivers
- -3Team Resilience · Key person risk on the settlement service; no second owner
- -2Security & Compliance · SOC 2 Type II claimed on slide 18; no attestation in the documents
- +2Platform & Scalability · Migration plan for the settlement batch now documented
5 companies against the eight levers. Arden Systems reads 61, MODERATE, down 3 in 90 days, with Security & Compliance at 48, Team Resilience at 47 and Institutional Knowledge at 58 under the line. Delta Ridge Software has not published in 41 days and reads STALE.
The eight levers
Each lever is computed from the review areas behind a diligence report.
Each is scored 0 to 100 against a pass line at 60. At or above the line, that part of the business would pass diligence without a remediation plan; below it, it needs a named one, with an owner.
Platform & Scalability
Computed from Architecture & Design, Performance & Scalability and Software. It answers one question: can this platform carry the plan you underwrote?
Engineering Velocity
Engineering Process. How the team ships, read against the rate the case assumed.
Security & Compliance
Security. The posture, and the attestation behind it or the absence of one.
Team Resilience
People & Organization: key person risk, tenure, and who else could hold the code.
IP & Licensing
Open Source. License conclusions here are the ones a named person has signed.
AI Leverage
AI/ML. The company describes its AI somewhere; this says whether the code and the documents bear that description out.
Operational Maturity
Technical Operations and Support & Services: incidents, releases, and what it costs to run.
Institutional Knowledge
Product Management. How much of what this company knows exists anywhere but in people’s heads.
A lever with too little published behind it reads NO DATA, and a company that has gone quiet reads STALE. Neither is drawn as a number.
From finding to backlog
Every finding also arrives as a recommendation the company can act on.
Ranked by return on effort, which is impact times confidence over effort on a scale of 1 to 10, so a medium finding that takes a fortnight outranks a large one that takes a year. Each row carries a value thesis, a next step and the company's decision, every change is noted against it, and you see the status through the sharing tier the company chose.
- Step 1Opena finding, ranked
- Step 2Plannedwith a next step and an owner
- Step 3In progresssomeone owns it and has started
- Step 4Resolveda claim the next analysis run checks; it counts once verified
- Not actingAccepted riskthe finding is fair and the company lives with it
- Not actingDeclinedthe company rejects the recommendation; at full transparency you read its reason in its own words
For the portfolio company
What the company gets from being watched.
Ask a company to report upward and give it nothing back, and you get the reporting you deserve. This gives them the whole platform to run their own work in, and publishing to you is one action inside it.
The whole platform, for their own use
Their own projects, request lists and value creation queue, on their own license. Publishing to you is one action inside it. A company keeping its picture current runs it as a standing project that renews with the license instead of ending when a deal does.
Publication on their terms
Versioned, and under the company's control: automatic weekly snapshots, or curated releases they publish by hand. What a snapshot contains is set by the sharing tier, and nothing in it is a draft.
Ready for the next round
A company that has run this through the hold arrives at its next diligence with the answers already evidenced and the request list already familiar.
How it starts
- 1You invite the company from the console. It gets its own tenancy, separate from yours.
- 2It runs its own assessment, or you run the first one together as a diligence project and the read carries over.
- 3It publishes a snapshot to you, on a sharing tier and a publish mode it has agreed to.
- 4The console fills in as snapshots arrive, and starts flagging movement and silence.
Plans
You pay for the companies you watch.
Annual licenses. Each carries investor seats for your own team. A portfolio company's people are never billed, since they supply what the console reads.
Portfolio Core
Priced with you — the figure is confirmed before anything is signed.
10 portfolio companies
A fund carrying its technology diligence into the hold period.
Portfolio Growth
Priced with you — the figure is confirmed before anything is signed.
30 portfolio companies
Software-focused funds following technology value creation across the book, with reports for LPs.
Portfolio Institutional
Priced with you — the figure is confirmed before anything is signed.
75 portfolio companies
An institutional sponsor running several funds and vintages under one console.
Portfolio Explore is not sold. It opens when a portfolio company invites you: 30 days with up to 3 companies and no card, showing those companies' real published snapshots.
What each plan includes
Portfolio Explore
- Portfolio companiesActive links and outstanding invitations
- 3
- Company mirrorCompanies see exactly what you see
- BenchmarksWithin-portfolio and pooled anonymous comparison
- LP reportsTokenized Value Creation Reports for LPs
- Co-investor referralsRefer a firm onto a company you back
Portfolio Core
- Portfolio companiesActive links and outstanding invitations
- 10
- Company mirrorCompanies see exactly what you see
- BenchmarksWithin-portfolio and pooled anonymous comparison
- LP reportsTokenized Value Creation Reports for LPs
- Co-investor referralsRefer a firm onto a company you back
Portfolio Growth
- Portfolio companiesActive links and outstanding invitations
- 30
- Company mirrorCompanies see exactly what you see
- BenchmarksWithin-portfolio and pooled anonymous comparison
- LP reportsTokenized Value Creation Reports for LPs
- Co-investor referralsRefer a firm onto a company you back
Portfolio Institutional
- Portfolio companiesActive links and outstanding invitations
- 75
- Company mirrorCompanies see exactly what you see
- BenchmarksWithin-portfolio and pooled anonymous comparison
- LP reportsTokenized Value Creation Reports for LPs
- Co-investor referralsRefer a firm onto a company you back
The standard connection rate
A company you invite onto the platform and link to your portfolio. One connection fee per company, on top of the platform fee above.
Reduced, when the company holds its own license
50% of the standard rate. The company is already paying for that workspace.
Included for 6 months after diligence
A company that came out of a paid diligence project arrives with its first 6 months of connection included, so the read that priced the deal carries straight into the hold.
Companies you link are never billed for the link. They hold their own Percomb subscription and control what they publish to you, and changing your plan changes nothing a company has already agreed to share. A diligence license of your own earns a discount on the platform fee. Plans are bought in the console once you are in it.
Tell us the shape of the portfolio.
The first conversation is about the cadence and posture you want with the companies you hold; the plan itself is bought in the console. Licenses are annual and priced on investor seats and companies monitored.