Private equity firms are laser-focused on accelerating portfolio company value by identifying and implementing the levers that elevate financial and operational performance.
Maestro helps operating and deal teams work seamlessly with portfolio management to plan and execute value creation activities and track and report measurable results across the entirety of the investment lifecycle.
By establishing alignment, enhancing collaboration, and driving accountability among all stakeholders, Maestro leads to accelerated exits and maximum returns.
Plan with Clarity, Execute with Purpose,
Drive Portfolio Value with Precision and Confidence
Plan with Clarity, Execute with Purpose,
Drive Portfolio Value with Precision and Confidence
Plan & Align
Define Your Strategy, Build Your Plan, Achieve Alignment
Drive alignment, collaboration, and connectivity among deal teams, operating partners, and portfolio management to ensure alignment and understanding of the investment thesis from day one. Establish accountability around and clear ownership of activities and tactics.
Execute & Track
Activate your Plan, Monitor Real-Time Progress
Deploy the fundamentals of your value creation plan with clarity and purpose. Collaborate fluidly with management teams to implement tactics and approaches while providing deal teams and LPs full visibility and transparency as strategies and activities are executed.
Measure & Report
Gauge your Impact, Showcase Outcomes to Stakeholders
See progress against the value creation plan in real-time. Capture and consolidate key measurement data derived from operating and management team activities. Generate streamlined, templated progress reports for deal teams, investors, and stakeholders.
Repeat & Scale
Capture Successes, Institutionalize Winning Plays, Replicate Across the Portfolio
Memorialize successful and repeatable value-creation wins for incorporation by deal and operating partners into future value creation plans. Formalize approaches that worked into playbooks, KPI templates, and other resources accessible to your peers in the Knowledge Hub.
A Single Source of Truth for Value Creation
Manage Your Investments
See the real-time health of your portfolio companies by tracking progress against financial and operational KPIs as well as qualitative value levers.
Use Time More Wisely
Export views of your data to PowerPoint or Excel formats with one click to create unique presentation content for portfolio reviews or board meetings.
Identify Issues Sooner
Track leading indicators and flag potential issues sooner to enable earlier intervention, regain alignment, and ensure value creation plans remain on track.
Replicate Success
Capture and memorialize successful strategies, processes, and approaches that can be replicated across the existing portfolio and incorporated into future investment theses.
Achieve Greater Alignment
Enhance collaboration and visibility among deal teams, operating partners, management teams, and consultants with streamlined workflows and a single source of truth.
Improve Outcomes
Boost performance and generate higher valuations for all stakeholders by tracking management team performance and engaging and optimizing all value creation levers.
TRUSTED BY MORE THAN
500+
PORTFOLIO COMPANIES
50
PRIVATE EQUITY SPONSORS
19,000+
VALUE CREATION PLANS
