Built for sub-institutional capital

Operating systems for the portfolio you actually own.

We build the data architecture, reporting spine, and AI infrastructure that operating partners, holdco principals, and portfolio CEOs need to run their companies on the same operating tempo their value creation plan demands.

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The mess is survivable. Until it isn’t.

The board pack that takes three days and the KPIs nobody defines the same way are a monthly annoyance you have learned to live with.

  • 01You are diligencing an add-on, and you cannot tell whether the numbers come from real systems or the owner's spreadsheet.

    We trace the reported numbers back to the systems, exports, and manual work behind them. You see what is system-generated, what is rebuilt by hand, and what should change price, structure, or the first 100 days.

  • 02You took on a platform, and each acquired company defines the same KPI its own way.

    We standardize the definitions that matter to the value creation plan, then build the reporting spine that makes each company report those drivers the same way, on the same cadence.

  • 03The sponsor wants a number you can defend by the next board meeting, and you are not certain you can.

    We find the source of record, reconcile the gaps, and give you a defensible version of the number with the caveats named plainly. No mystery math in the board pack.

  • 04A buyer's diligence team is about to pull the thread on numbers you assembled by hand.

    We get the data room, KPI definitions, and reporting logic into a state a buyer can follow. The goal is simple: diligence confirms the story instead of repricing it.

  • 05Your first instinct is to hire an analyst, but the problem is the data underneath, not the person on top of it.

    We fix the operating layer underneath the analyst work: data sources, definitions, pipelines, dashboards, and recurring reporting cadence. Then analysts can analyze instead of rebuilding the same file every month.

The whole hold

Trustworthy data and operations, at every point in the hold.

The same competence decides value three times.

01When you buy, whether the numbers are real and the business is operable.

02While you run it, whether the value creation plan has a reporting foundation it can actually move on.

03When you sell, whether your data and operations survive a buyer's diligence or get repriced by it.

We work all three.

Before you buy

Buy-side data and operations diligence

Know whether the reported numbers come out of real systems, and whether you can run what you are buying, before your money is committed. Runs alongside the QoE.

Independent sponsors and search-fund buyers use the same diligence before their first close.

Buy-side diligence
While you operate

The reporting foundation and the value creation system

From basic visibility to a system that flags the company drifting from plan before the board pack does. This is the core Aptum AI build.

The build
Before you sell

Ready-for-sale data and operations

Get your numbers and operations into a state a buyer's diligence confirms instead of repricing. Delivered with sell-side M&A partners.

Exit readiness
How we work
Who this is for

Built for the operators who actually run the company

Operating partners at lower-middle-market PE firms.

You manage 5–15 portfolio companies. Every one of them runs on different tools, different definitions, different reporting cadences. You spend the first week of every month aggregating numbers nobody fully agrees on.

Holdco principals.

You operate the holdco model: multiple companies under one operating leadership. The thesis depends on running them with shared discipline. Most of your time is spent translating between their systems instead of operating against them.

Portfolio CEOs.

You're running the company. The deal team wants visibility. The board wants reporting. You want to spend time on the value creation plan, not on building dashboards.

The framework

Your value creation plan runs on drivers. Your data decides how fast you move them.

Revenue, margin, working capital, integration, exit readiness. Every driver in the plan depends on measurement you trust and get quickly. You cannot move a driver you cannot see, and you cannot see what takes three days to assemble and nobody agrees on. The Aptum AI Levels are how we build that capability: from basic visibility at Level 0 to a system that tells you which driver is slipping before the financials confirm it at Level 2 and above.

Level 0
Visibility

Modern datalake, pipelines, and dashboards in place. No more three‑day manual aggregation.

Level 1
Reporting Spine

The same numbers, the same way, every month, without analyst rebuilding.

Level 2
Decision Guidance

AI surfaces patterns and recommendations on top of the spine.

Level 3
Operating Cadence

AI in the loop for recurring decisions and handoffs.

Level 4
Compound Leverage

Autonomous workflows where humans handle exceptions only.

Find Your Level →See how the Levels work →
Our Engagement Model

How we work with the portfolio

Who builds it

Built by an operator, not a SaaS vendor

The work is built by an operator, not a SaaS vendor. Nick Graham spent twelve years in the U.S. Army, ten of them as a Green Beret, then led operations at two venture-backed cybersecurity startups before joining the Enterprise AI team at a publicly traded enterprise SaaS company. In 2026 he was selected to the inaugural cohort of Palantir's American Tech Fellowship for Veterans.

Nick writes Dead Reckoning, a weekly newsletter on strategy for navigating uncertain business terrain in the age of AI. If you want to see how he thinks before you book a call, that's the place.

Read the founder bio →

A 30-minute call shows you where your reporting actually stands, what the gaps are costing you, and the most useful move to make before your next board meeting, add-on, or exit. No commitment beyond the call.

Find out before someone else does.

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