Plan & Align

Visualize your Investment Thesis
Value Bridge reveals annual and long-term progress against exit plans.

Manage All Value Creation Objectives in One Location
Establish, align, and monitor plan priorities.

Align Teams Around Initiatives
Ensure all stakeholders understand responsibilities and how strategy is being operationalized.

Identify the True Drivers of Equity
Track value levers to understand which strategies are propelling portfolio growth.

Understand Real Time Value Creation Progress
Access a singular and centralized view of all financial and operational metrics in real-time.

Stay on Budget
Map multiple scenarios to better manage budgets and meet operating forecasts.

Enhance and Formalize Talent Assessment Processes
Establish a consistent approach for talent management, reviews, and monitoring performance
trends.

Establish Goal-Oriented Frameworks
Define and track measurable individual and portfolio-wide OKRs.
Execute & Track

Tailor and Control Access to Plan Detail
Protect sensitive information by ensuring team members can access only what is needed to
execute their part of the plan.

Visualize Project Timelines with Gantt Charts
See progress and manage dependent, overlapping, and unscheduled tasks.

Stay Informed with Email and In-App Notifications
Receive time-sensitive alerts related to assignments, deadlines, invitations, or anything in need
of immediate attention.

Access all Workplace Tools in One Place
Integrate collaboration and communications tools into one easily accessible, centralized
platform.
Measure & Report

Integrate All Data Assets in One Location
Gain greater insights into value creation progress with a singular view of disparate data sets.

Access and View BI Dashboards
Visualize the impact of your objectives.

View Multi-Dimensional Insights
Maintain a high-level view of all value creation priorities, assignments, and impacts of actions
across the portfolio.

Monitor Progress Against Objectives
Flag areas across the portfolio and within individual companies in need of time and attention.

Determine if KPI Needles are Moving
Capture insights and monitor portfolio team progress against key metrics.

See Status of Initiatives in Progress
Gain greater visibility into tactical actions underway within individual companies.

Create Presentation Materials with Ease and Simplicity
Seamlessly generate reports in Excel, PDF, and PPT with a single click.
Repeat & Scale

Capture Shareable, Repeatable Best Practices
Store playbooks, institutionalize knowledge, and replicate successful value creation strategies.

Share Catalog of Resources
Give colleagues and teams access to your repository of proven partners, and vendors.
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VALUE CREATION PLANS