Meet
Maestro

Fulfilling a Critical, Unmet Need in the PE Investment Lifecycle

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Maestro customer IFM Investors
Maestro customer Astatine Investment Partners
Maestro customer FSN Capital
Maestro customer Broad Sky Partners
Maestro customer Mainsail Partners
Maestro customer Argonaut Private Equity
Maestro customer Plexus Capital
Maestro customer Endicott Group
Maestro customer Parker Gale
Maestro customer Mayfair Equity Partners
Maestro customer Lexar Partners

MEET MAESTRO

Advancing Workflows Through Technology

Maestro offers the tools and capabilities PE sponsors and PE-backed companies can use to collaboratively execute the value creation plan and accelerate stronger returns. Learn more about our wide range of features, all built exclusively for PE, available within Maestro to support all phases of value creation.

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.

Create Personalized dashboards

Access curated and presentable portfolio data within customized templates.

Integrate with your customized power bi dashboards

Analyze the impact of your value creation plan.

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.

Powering More Than

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Portfolio Companies

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Private Equity Sponsors

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Value Creation Initiatives

Hear From
our clients

Argonaut approaches each of its investments as a partnership with the seller, and immediately recognized Maestro’s strengths in helping its portfolio partners grow their companies’ top and bottom lines. Within weeks of launch, the Argonaut operations team had Maestro up and running, using it to craft detailed value creation journeys and to track KPIs tied to investment objectives.

Brian GreenVice President, Argonaut Private Equity

Maestro is the primary tool that powers our integrated approach to value creation. Maestro allows me to have full visibility into plan objectives and helps me work in conjunction with other leaders at our company without siloes.

Melissa SopwithHead of Marketing, PFB Custom Homes Group

With value creation at the core of our approach, we had no choice but to make this software package the heart of our technology roadmap –> PE 2.0

Sander van WoerdenFounding Partner, Lexar Partners

Eager to Learn More?

Download our brochure to learn more about how you can accelerate value creation at your firm

Schedule a
ProDUCT demo

Serving the world’s premier private equity firms and their portfolio companies, with offices in New York City and Boston.

What’s New in Maestro

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How Three PE-Backed Companies Are Using Maestro in Unique Ways to Track Progress, Establish Accountability, and Achieve Results
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Private Equity Firms Turn to Maestro TO Enhance Internal Processes and Strengthen Engagement Among Operating Teams
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Case Study: ESG Survey Module
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Maestro Launches ESG Survey Module for Private Equity Firms Looking to Measure and Track ESG Efforts and Commitments Across Portfolio Company Holdings
04/02/2024
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Maestro Named Top Value Creation Software Solution at the 2024 Private Equity Value Creation Forum
03/26/2024
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A Deeper Dive into Maestro Integrations: Project Management, CRM & Communications
01/23/2024
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Spotlight on Siobhan Forbes: Maestro Client Success Manager
01/10/2024
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How Trust, Flexibility, and Embracing New Approaches Can Help CEOs Adapt to PE Ownership
12/07/2023