We know what you’re thinking. “Software is never simple.” But you know what really isn’t simple? Trying to evaluate, plan, manage, and assess company growth through a sea of spreadsheets, dispersed data, and floating files. Cue Maestro.

Purpose-built for private equity, Maestro is an easy-to-use, collaborative workspace that maximizes value across your portfolio. (And let’s face it, in today’s climate, you can’t afford to fall behind the value creation curve…)

How it Works


Fast, not furious.

If you’ve been burned by never-ending software implementations, we get it. With Maestro, the onboarding process is quick and painless – enabling you to get started in hours (not months).

That’s dedication.

Like the ‘80s hit, Maestro is “never gonna give you up” and “desert you…” A dedicated Client Success Manager will guide you through setup and beyond – ensuring you’re trained and up-to-speed on the platform’s newest features.

Safe and sound.

We take security seriously. All data is encrypted and completely isolated to ensure your information is never shared beyond your team. Using enterprise-class permissions, you’ll have full control over your users’ actions.

Integrate? Great.

Built on an open API architecture, Maestro integrates with various private equity platforms and other software applications. From DealCloud to Outlook, you can maximize your team’s favorite systems in a centralized place.

Frequently Asked Questions:

How will Maestro fit into my firm’s current process?

We get it; change can be intimidating. But the best thing about Maestro is that you DON’T have to reinvent your process. Our product simply enables you to centralize – and professionalize – the work you’re already doing. Instead of getting lost in a maze of disparate files, you’ll have a purpose-built software solution to act as your single source of truth.

Tell me more about onboarding. How long does it take to get started?

Forget everything you know about software implementations. With Maestro, you can get started in a matter of hours. And, depending on the amount of your firm’s data, you can be fully up-and-running in just a few weeks. Whether your priority is building out your firm’s new Knowledge Hub, transitioning to real-time (digitized) reporting, or assessing portfolio company leadership, your dedicated Client Success Manager will train you in each feature and guide you throughout onboarding.

Whose job is it to keep Maestro up-to-date?

This answer varies by firm and depends on how your process works today. At its core, Maestro is designed to promote transparency and hold all stakeholders accountable. Deal teams, operating teams, and company management teams will collaborate directly in the platform – and each team member will be assigned to various initiatives. It will be the responsibility of whomever owns the initiative to keep the status up-to-date.

How can I encourage my portfolio companies to use Maestro?

It’s no secret that management teams often lack visibility into their sponsor’s priorities and crave stronger alignment. Maestro provides a solution for exactly that – and more. (So, it won’t take much convincing…) If you’re looking to share more information about Maestro with your portfolio companies, check this out.

I’d like to learn more about pricing. What does Maestro cost?

Maestro’s pricing model scales to align with the size of your firm and the number of companies in your portfolio. Like other SaaS solutions, Maestro charges on a subscription basis that allows for quarterly or annual payments. Contact us for more information.

Will my firm’s data be secure?

Yes. Maestro is hosted on AWS (Amazon Web Services): the largest cloud infrastructure provider in the world. This makes Maestro SOC 1, 2, and 3 compliant, among other standards. Secure daily backups will protect your information and provide peace of mind – even in the event of (unlikely) disaster. In addition, all information is encrypted during transfer and at rest using the most trusted encryption technologies. In terms of access, Maestro’s enterprise-class permissions will give you full control to determine which actions your users can (and cannot) take.

Can I export my data from Maestro?

Of course. Maestro’s portfolio company tear sheets provide a clean (and easy!) way to track major objectives against current priorities. In addition, Maestro offers the ability to export data to Excel, CSV, and PDF.

With Maestro You Can:
Track What’s Important

Ensure alignment around long-term goals by using Maestro to track investment progress against KPIs.

Partner Seamlessly

Discover the meaning of “real-time collaboration” by leveraging Maestro’s workplans and company dashboards.

Optimize Talent

Elevate your framework for evaluating management with Maestro’s disciplined and customizable talent assessments.