For Private Equity Firms

Drive Alignment and Strategic Value Creation Execution with Clarity and Precision

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

accelerated exits and maximum returns

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 & 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.

private equity value creation planning

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.

private equity project management

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.

private equity KPI tracking and reporting

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.

private equity playbooks and content repository

A Single Source of Truth for Value Creation

See How it Works For Portfolio Companies

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.

Powering More Than


Portfolio Companies


Private Equity Sponsors


Value Creation Initiatives

See the Difference

Plan & Align

Other Solutions

Inconsistent value creation planning and absence of true alignment and collaboration between sponsor and management teams


Enhanced alignment and clarity among all teams around strategy, tactics, ownership, and success measures

Execute & Track

Other Solutions

Lack of ownership and understanding of desired outcomes among team members with limited ability to gauge status of projects


Track progress of strategic initiatives seamlessly, leading to increased accountability and flawless execution of the value creation plan

Measure & Report

Other Solutions

Data manually inputted into Excel spreadsheets, reports and documents shared via email, and presentations recreated for each meeting


Automated data flows powers a single source of truth on KPIs, saving countless hours spent data wrangling and developing unique content

Repeat & Scale

Other Solutions

Lack of transparency and documentation around successful strategies and tactics, leading to minimal sharing of best practices


Value creation success stories are captured in a structured manner, enabling repeatability across the portfolio

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 has become an invaluable platform used across our organization to seamlessly organize, measure, and track value creation initiatives across the enterprise.

Andrew CisnerosVP of Strategy, Channel Control Merchants, LLC

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

Schedule a Product Briefing

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

Eager to Learn More?

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

What’s New in Maestro

View All
Renewing a Focus on Value Creation Planning to Meet IRR Expectations
Press Release
Maestro Completes First Half of the Year with Significant Increases in Adoption and Engagement
Bridging the Data Disconnect in Private Equity
Top Ten Takeaways from the PEI Operating Partners Forum – SF Edition
Improve Decision Making Through Personalized Dashboards
Execution More Critical Amid Deal Slowdowns and Increased LP Scrutiny
Press Release
Maestro Dashboards Enables Curated Presentations of Portfolio Data for All Stakeholders
Combating the Factors That Too Often Derail Strategy Execution with Technology