For Portfolio Companies

Your Sidekick in Success.

If you’ve landed on this page, there’s a good chance you’re here because your PE team encouraged you to check us out…which means you might be skeptical. “Another system that I have to update?” “More work for me to do?” Totally normal assumptions, but here’s where we surprise you: Maestro is purpose-built to support PE-backed management teams. With features that streamline communication and increase sponsor-company alignment, Maestro will save you time, spare you stress, and ultimately, set you up for success.

Built for PE, by PE.

Benefits at a Glance

Navigating PE ownership can be complicated. Maestro makes it easier.

Increased visibility.

Feeling frustrated by a lack of visibility into your sponsor’s strategic priorities? Not for long. Maestro digitizes the value creation plan – transforming initiatives into actionable workflows that provide you with greater predictability (ensuring you won’t feel surprised by your sponsor’s requests).

Decreased requests.

It’s a tale of too many questions: operating and deal teams aren’t always well-connected, which means management gets hit with multiple requests for the same data. Maestro eliminates these headaches by centralizing all relevant intel – providing a single source of truth for you and your investors.

Stronger alignment.

In a recent study, 89% of PE-backed CFOs reported the need for more effective communication with their fund sponsors. Built to address this, Maestro provides a shared workspace that fosters real-time collaboration – increasing productivity and ensuring alignment around the growth plan.

Weaker coffee.

Less doubt around the value creation plan; less requests for data; less breakdowns in communication – all of this adds up to one thing: less need for caffeine. In other words, Maestro creates efficiencies that will drastically reduce the need for long nights and never-ending email trails.


Why read when you can watch? See how Maestro maximizes value while fostering a stronger partnership between sponsors and management teams.

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.