Ontora for Private Equity
Give operating partners and portfolio management teams a shared view of processes, bottlenecks and dependencies before deciding what to change.
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Use Ontora with a portfolio company’s management team to understand the work behind the operating plan. Build an evidence base for the initiatives you want to pursue together.
Hear directly from teams across a portfolio company. Agent-led conversations reveal the day-to-day constraints, local practices and dependencies behind the operating plan.
A conversation that goes deeperWho approves a purchase when it can’t wait?
Connect interviews into a view of processes, handoffs and dependencies within the company. Review different accounts with management before using the findings to shape an initiative.
See where operational friction and AI opportunities meet. Help management teams choose where to focus, with the underlying process evidence ready to inspect.
Simplify approval handoffs. Reduce manual reporting. Clarify process exceptions.
Use the company’s process knowledge in your operating team’s analysis and AI workflows. Keep the underlying context available as you move from an initial finding to a scoped improvement.
Your context. In Claude.Explain our purchase approval process, including the exceptions.
At the start of an ownership period or improvement programme, capture how key functions work and where the plan depends on people, tools or local practices.
Connect proposed initiatives to specific process friction. Review the evidence with management, then validate costs, impact and execution priorities in your own analysis.
Document a practice within one portfolio company and the conditions it depends on. Use that context to assess whether the approach fits another business.
Both the operating team and the people inside a portfolio company contribute to the picture. Start with a specific operating question and use the findings to support decisions with management.
AI agents hold focused conversations with the people doing the work. They ask follow-up questions, connect different perspectives and use screen sharing to understand the tools and steps being described.
Ontora builds a shared knowledge layer across conversations. When an answer reveals an exception or a gap, that context informs what the agent asks in the next conversation.
Company context is accessible through API, MCP and CLI. Your team can bring it into its own analysis, workflows and AI tools without starting every question from scratch.
These workflows provide qualitative process evidence. Your investment and operating teams still need to validate the financial impact, implementation costs and business case with management and the relevant financial data.