For portfolio companies

Grow Your Business and Build Deeper Relationships with Sponsors

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Maestro customer IFM Investors
Maestro customer Astatine Investment Partners
Maestro customer FSN Capital
Maestro customer Broad Sky Partners
Maestro customer Mainsail Partners
Maestro customer Argonaut Private Equity
Maestro customer Plexus Capital
Maestro customer Endicott Group
Maestro customer Parker Gale
Maestro customer Mayfair Equity Partners
Maestro customer Oak Hill Capital
Maestro customer Lexar Partners

navigating pe ownership is a challenge

Portfolio company leaders are tasked with executing all strategic and tactical elements of the value creation plan, while at the same time satisfying the lofty performance expectations and substantial reporting requirements of their investors.

Maestro helps PE-backed companies implement the value creation plan with clarity and purpose, enabling management teams to execute with precision, stay on track, meet objectives, and maintain strong alignment with and among all key stakeholders.

Grow Your Business, Showcase Your Leadership, Build Deeper Relationships with Investors

Plan & Align

ESTABLISH ALIGNMENT & BEGIN CREATING VALUE FROM DAY 1

Ensure complete alignment with PE partners and your internal management teams up and down the ranks as you assume responsibility for the implementation of the value creation plan. Determine how strategies can best be executed, success will be measured, and identify individual owners responsible for specific initiatives and tactics.

value creation software for portfolio companies

Execute & Track

monitor real-time progress, course correct, build confidence

Track the status of objectives and initiatives as the execution phase of the value creation plan gets underway. Execute with effectiveness, efficiency, and clarity, building confidence among all stakeholders in your ability to execute. Understand real-time progress against broader objectives and ensure timelines are being met and assignments carried out. Identify where course corrections may be needed and implement changes to stay on track.

platform to track portfolio company valuation

Measure & Report

showcase results & impact, Meet & exceed Reporting demands

Meet the governance and reporting responsibilities accompanying PE ownership with efficiency and ease. Reduce manual and time-consuming reporting processes, enabling teams to focus on higher value, growth-related activities. Showcase measurable progress against the plan and demonstrate the value and impact of your leadership in driving growth to investors.

A Single Source of Truth for Value Creation

See How it Works For private equity companies

greater visibility

Provides management team with real-time visibility into the progress made against value creation activities, driving continuous collaboration, stronger alignment, and strengthening partnerships.

modernized operations

Professionalizes PE-backed company operations, promoting a technology-enabled and modern approach to communications and data sharing among sponsors, partners, and colleagues.

smoother onboarding

Streamlines future M&A activities and new company onboarding through collaborative integration plans that accelerate business synergy realization.

better meetings

Improves the quality and productivity of meetings with sponsors and board members, showcasing progress against KPIs and transforming actions into value creating workflows.

enhanced efficiency

Empowers teams to work smarter and better, spending less time manually sharing Excel trackers or searching for emails and files within complicated generic project management platforms.

improved outcomes

Boosts operational and financial performance across the board, generating higher valuations for all stakeholders and, for senior portfolio management team members, securing star status in the eyes of sponsors.

Powering More Than

0+

Portfolio Companies

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Private Equity Sponsors

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Value Creation Initiatives

See the Difference

Plan & Align

Other Solutions

Inconsistent value creation planning and absence of true alignment and collaboration between sponsor and management teams

Strategy

Enhanced alignment and clarity among all teams around strategy, tactics, ownership, and success measures

Execute & Track

Other Solutions

Lack of ownership and understanding of desired outcomes among team members with limited ability to gauge status of projects

Value

Track progress of strategic initiatives seamlessly, leading to increased accountability and flawless execution of the value creation plan

Measure & Report

Other Solutions

Data manually inputted into Excel spreadsheets, reports and documents shared via email, and presentations recreated for each meeting

Efficiency

Automated data flows powers a single source of truth on KPIs, saving countless hours spent data wrangling and developing unique content

Repeat & Scale

Other Solutions

Lack of transparency and documentation around successful strategies and tactics, leading to minimal sharing of best practices

Success

Value creation success stories are captured in a structured manner, enabling repeatability across the portfolio

Hear From
our clients

Argonaut approaches each of its investments as a partnership with the seller, and immediately recognized Maestro’s strengths in helping its portfolio partners grow their companies’ top and bottom lines. Within weeks of launch, the Argonaut operations team had Maestro up and running, using it to craft detailed value creation journeys and to track KPIs tied to investment objectives.

Brian GreenVice President, Argonaut Private Equity

Maestro has become an invaluable platform used across our organization to seamlessly organize, measure, and track value creation initiatives across the enterprise.

Andrew CisnerosVP of Strategy, Channel Control Merchants, LLC

With value creation at the core of our approach, we had no choice but to make this software package the heart of our technology roadmap –> PE 2.0

Sander van WoerdenFounding Partner, Lexar Partners

Schedule a Product Briefing

Serving the world’s premier private equity firms and their portfolio companies, with offices in New York City and Boston.

Eager to Learn More?

Download our brochure to learn more about how you can accelerate value creation at your firm

What’s New in Maestro

View All
Press Release
Maestro dashboards enables curated presentations of portfolio data for all stakeholders
04/12/2023
Knowledge
Combating the Factors That Too Often Derail Strategy Execution with Technology
04/07/2023
Knowledge
Time for PE to Go All-in on Tech
04/07/2023
Knowledge
Sponsors Must Standardize Measurement of ESG Data to Compete for Future Deals
04/07/2023
Knowledge
See Maestro in Action [Video]
04/07/2023
Knowledge
Let the Value Creation Plan Guide Critical Post-Close Talent Decisions
04/07/2023
Knowledge
Still On the Fence About Value Creation Planning? Three Reasons to Formalize Your Process Now
04/07/2023
Knowledge
The Era of Proactive & Structured Value Creation Planning Has Arrived
04/07/2023