You Acquired Fast. Now You Need Systems That Scale.
Aptum AI builds custom operating platforms that give PE firms and their portfolio companies unified visibility, standardized workflows, and the operational infrastructure to execute on the value creation plan.
Book a Phase 0 →The Post-Acquisition Reality
- —Every portfolio company runs on different tools, different processes, different reporting cadences.
- —Monthly board reporting takes days of manual aggregation from 5+ systems.
- —You have a value creation thesis, but no operational infrastructure to execute it consistently.
- —New acquisitions mean starting from scratch — no playbook, no templates, no onboarding system.
- —Your operating partners spend more time wrangling data than driving decisions.
- —You're paying for enterprise SaaS licenses that nobody actually uses correctly.
You didn't buy these companies to spend your time building spreadsheets. But that's where most of the operating team's time goes.
Operational Infrastructure for the Portfolio
Portfolio Ops Command Center
- Unified dashboard across all portfolio companies — KPIs, milestones, risk indicators
- Standardized reporting templates that every portco can populate
- Real-time visibility into operational health without waiting for month-end
- Integration with existing tools (CRM, ERP, project management) via automated data pipelines
Value Creation Playbook System
- Repeatable onboarding system for new acquisitions
- 100-day plan templates with milestone tracking
- Standardized operational processes that transfer across portfolio companies
- Knowledge base that captures institutional knowledge as you scale
Automated Reporting & Decision Support
- Board-ready reporting generated automatically from live data
- Cross-company performance benchmarking
- AI-powered anomaly detection — surface issues before they become problems
- Resource allocation visibility across the portfolio
Built for the Whole Operating Stack
Operating Partners
Portfolio-wide visibility without hiring a data team. One place to see health, risk, and momentum across every company in the portfolio.
PortCo COOs & CTOs
You inherited a mess of disconnected systems and manual processes. We give you a clean operational foundation — fast.
PE Firms in Roll-Up Mode
A repeatable operational playbook for every new acquisition. Stop reinventing onboarding and reporting from scratch each time.
Start With Visibility
Phase 0 is a $3,500 diagnostic where we map your current portfolio operations, identify the highest-leverage improvements, and deliver a prioritized roadmap. Typically completed in 1–2 weeks. No commitment beyond the diagnostic.
Book Your Phase 0 →