Rebuilding a fund’s institutional memory

A lower-middle-market buyout fund managing $450M across eleven portfolio companies in industrial and business services.

The constraint was not strategy. It was knowledge fragmentation. Every deal was treated as an isolated episode, portfolio data ran 30 to 45 days behind, and exit preparation was rebuilt from scratch each time.

Six connected systems across the deal lifecycle, from deal intelligence and an investment-committee memory layer through to a portfolio performance data model and an exit narrative builder.

At the seven-month mark of a fourteen-month engagement: IC preparation down 47%, the monthly reporting cycle compressed from eleven days to three, problem detection down from 45–60 days to 12–18, and buyer diligence questions at exit down from an average of 380 to 150.