Value creationthat shows upin the numbers.
Operating partners need clean portfolio data and a repeatable way to grow revenue at every company. We build the portfolio monitoring, the portfolio company GTM systems, and the AI rollouts that make it happen.
Skydog is the partner of choice for asset managers overseeing $500B+ in AUM.
Where it breaks today.
What we hear most from value creation and portfolio operations teams before we start.
Portfolio data arrives as 30 different spreadsheets
Every portfolio company reports KPIs its own way, and late. The operating team spends the month chasing and reconciling instead of acting.
Every company rebuilds GTM from scratch
Each portfolio company has its own CRM, its own messy data, and its own definition of pipeline. A playbook that works at one never makes it to the next.
AI is on every board agenda, and nobody owns the rollout
Boards want an AI plan. Portfolio teams don't have a repeatable way to deploy the tools, measure the impact, and manage the risk across companies.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the overlay products that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
One AI rollout playbook for the whole portfolio: Claude, ChatGPT, or Grok chosen per company, with shared governance and measured impact.
LAYER 02
CRM
The system of record
Portfolio monitoring in Salesforce at the fund, plus clean, comparable CRM and GTM systems at each portfolio company.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
Portfolio command center
Every company, one standard, one screen.
KPIs from every portfolio company collected automatically, defined the same way, and compared against plan. The operating team sees where to step in before the board meeting, not after it.
- Automated KPI collection mapped to standard definitions
- Variance against plan, with the drivers explained
- Board pack drafts generated from the same data
Variance vs. plan, year to date
Cobalt Health EBITDA is 12% below plan, mostly from a delayed price increase and two open sales roles. Commentary and questions for the CEO are drafted.
Draft board commentaryIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for value creation and portfolio operations teams. If your team repeats it, we can build it.
KPI Collector
Collects monthly KPIs from every portfolio company, maps them to your definitions, and chases what's late.
Reads reporting templates and system exports, normalizes them to your standard KPI set, validates them against last month and plan, and follows up with the portfolio company CFO on anything missing or unusual.
What changes
What your team gets back.
One portfolio, one standard
Comparable KPIs from every company, collected without the monthly chase.
Playbooks that travel
What works at one portfolio company is packaged and deployed at the next, on the same foundation.
AI with a scoreboard
A portfolio-wide rollout with governance, adoption, and impact the board can actually see.
Private Capital
Built for every team at a Private Capital company.
Four teams, one connected system. Each gets the tools, data, and AI agents built for the way it works.
Institutional Capital Raising & Investor Relations
LPs, consultants, DDQs, and quarterly reporting.
Explore 02Private Wealth Capital Raising & Investor Relations
Wholesalers, advisors, platforms, and evergreen flows.
Explore 03Deal & Origination
Sourcing, intermediaries, pipeline, and IC.
Explore 04Value Creation & Ops
Portfolio KPIs, portfolio company GTM, and AI rollouts.
You're hereFAQ
Common questions
What does Skydog do for portfolio operations teams?
We build portfolio monitoring at the fund level, plus the CRM, GTM, and AI systems at portfolio companies, so operating partners get clean data and a repeatable way to drive growth.
Can you work directly with our portfolio companies?
Yes. We often work as the portfolio's preferred CRM and AI partner, with a standard playbook adapted to each company's stage, stack, and team.
Do you help with add-on acquisitions and roll-ups?
Yes. We consolidate CRMs and GTM data after acquisitions so the combined company runs on one system.
How do you roll AI out across a portfolio?
We start with a shared playbook and governance model, pilot at one or two companies, measure the impact, and then deploy across the portfolio with the right tool for each company: Claude, ChatGPT, or Grok.