See Every Portfolio Company's Execution From One Dashboard
Fifty portfolio companies, fifty different answers to "how are things actually going?" Roll Sintris out across the portfolio and the All Accounts dashboard shows how every company is tracking — with an AI engine flagging the risks before they reach the board deck.
Portfolio visibility shouldn't depend on the monthly call
A private equity firm's view into its portfolio companies is usually assembled by hand: board decks, monthly reporting packages, check-in calls, and the operating partner's instincts. All of it is backward-looking, all of it is filtered through what each management team chooses to present, and none of it answers the operational question underneath the financials — is the work that's supposed to be happening actually happening?
Missed filings, stalled initiatives, integration work quietly running late — these show up in the numbers a quarter after they show up in the task list. By the time the board deck says "delayed," the delay is months old.
The fix isn't more reporting. It's a shared operating layer: when every portfolio company runs its tasks and projects in Sintris, the portfolio-level view assembles itself.
One rollout, one dashboard, fifty companies
Each portfolio company gets its own Sintris account — its own tasks, projects, teams, and permissions, fully separated from the others. The firm's permissioned users get the All Accounts dashboard: a single high-level view of how every company in the portfolio is tracking on task and project completion — what's open, what's complete, what's overdue — without asking anyone to prepare a report.
On top of that sits the All Accounts AI engine. Instead of reading fifty status pages, the firm asks the AI to analyze risk across the portfolio: which companies have overdue work piling up, which projects are trending late, where upcoming due dates look unrealistic given current pace. Areas of concern surface while they're still cheap to fix.
How portfolio monitoring runs in Sintris
Roll out one platform across the portfolio and get real-time execution visibility plus AI-driven risk analysis at the firm level.
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Roll Sintris out across the portfolio
Each portfolio company gets its own account and runs its day-to-day tasks and projects there. Companies benefit directly — this isn't a reporting tool bolted on top of their work; it's the tool they do the work in.
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Open the All Accounts dashboard
Permissioned users at the firm see every portfolio company's task and project status in one view — open, complete, and overdue — updated in real time, with the ability to drill into any company.
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Run AI risk analysis across the portfolio
The All Accounts AI engine analyzes upcoming-due and overdue tasks and projects portfolio-wide, flagging the companies and workstreams where risk is accumulating before it becomes a major issue.
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Drill in where the signal says to
When a company shows red, drill into the specific projects and tasks behind the number — with the full context of owners, history, and documents — instead of scheduling a call to find out what's wrong.
Problems surface before the board meeting, not at it
The compounding benefit is a portfolio that gets more legible over time. Every quarter of work across every company accrues into a queryable operational record: how initiatives actually ran, where each management team executes well, where they consistently slip. That record makes the firm a better operator — and it makes each company more valuable when it's time to sell, because the diligence story is already written in years of documented execution.
Frequently asked questions
- Do portfolio companies see each other's data?
- No. Each portfolio company operates in its own account with its own users and permissions. Only permissioned users at the firm level see across accounts via the All Accounts dashboard — and even that is scoped to the accounts they're granted.
- What does the All Accounts AI engine actually analyze?
- It works across the accounts you're permissioned into and analyzes execution risk: upcoming due dates and overdue tasks and projects across the portfolio, concentrations of late work, and companies trending the wrong direction — so the firm can engage early rather than react at the next board meeting.
- How do we get 50 portfolio companies to adopt it?
- Adoption works because the companies get a real task and project management platform for their own operations — not a reporting burden imposed from above. The firm-level visibility is a byproduct of work the companies were already doing, and most teams are up and running in under an hour.
- Can this coexist with the financial reporting we already collect?
- Yes — Sintris isn't a replacement for financial reporting packages. It covers the operational layer those packages can't see: whether the underlying work is actually on track. Many firms find it's the earlier of the two signals.
More ways teams use Sintris
- For PE firms and companies preparing for a saleDue diligence preparationGather key company documents, run the diligence process as a permissioned project, and eventually hand potential buyers read-only access to years of documented execution.Read the use case
- For portfolio companies and serial acquirersAcquisition integrationManage every integration workstream — chart of accounts, leases, payroll, opening balance sheet — as one project. Then replicate it for the next deal and let AI show you where the last one slowed down.Read the use case
See it with your own work
Start a free trial — no credit card required — or poke around the live demo first.