PRIVATE EQUITY

YOUR PORTFOLIO COMPANY'S CEO LIED TO YOU LAST QUARTER

Now you can prove it.

Board decks show green. Your operator says the team is “aligned.” Meanwhile, your top revenue producer is interviewing elsewhere and two department heads are planning their exit. We show you what’s actually happening.

Right Now, In Your PORTFOLIO:

CEO to board:

“The team is aligned and executing well.”

Meanwhile: Sales lead has had 3 recruiter calls this week. Two engineers stopped contributing to Slack 12 days ago.

VP sales to investors:

“Pipeline is stronger than ever.”

Meanwhile: Top 2 AEs have updated their LinkedIn. Close rates dropped 34% this quarter.

COO on monthly call:

“Morale is high. Culture is strong.”

Meanwhile: Three department heads are actively interviewing. Response time to leadership: up 312%.

You’ll find out at the next board meeting. Or Monday’s report.

90-SECOND DEMO:

SEE WHAT YOUR MONDAY  MORNING REPORT LOOKS LIKE

Slack shows two senior managers barely speaking. Three high performers quietly stopped collaborating. Key employees are already interviewing elsewhere. See exactly how PerformanceX catches them in your Monday report.

No login needed. No complicated dashboard.  Just open the PDF and see the truth.

BRIDGE THE GAP BETWEEN BOARD MEETINGS

What You're Working With Now

What You Get Every Monday

Here's Exactly

HOW PERFORMANCEX WORKS
FOR PRIVATE EQUITY INVESTORS

Your portfolio companies’ tools already collect the data. We just show you what it means.

We Connect

15 Minutes

Connect your portfolio company’s existing tools: Slack, Email, Zoom, Teams. Non-invasive. No IT lift required.

AI Analyzes

48hr Demo Analysis

Our AI analyzes every communication pattern, leadership behavior, and cultural signal. Critical issues flagged immediately.

Clarity Delivered

Weekly

Monday reports show who’s performing and who’s pretending. With proof you can act on. Pre-board briefings included.

Opportunity

122X

ROI From Companies Using
Performance Monitoring

Cost Risk

Weekly

Intelligence vs
Quarterly Board Decks

First Contact

40%

Reduction in Wrongful
Termination Risk

Retention

60%

Flight Risk Prediction Accuracy
60 Days Before Notice

PDF GUIDE

The Real Cost of Not Knowing What Your Team Is Doing

Free Private Equity Guide

The Trust Tax: What It Really Costs When You Can't See What Your Team Is Doing

PDF GUIDE

The Real Cost of Not Knowing What Your Team Is Doing

Why leadership dysfunction inside a portfolio company quietly erodes enterprise value

The hidden “mirror effect” where disengaged executives drag entire teams down

A worksheet to calculate your portfolio’s real Trust Tax in missed targets, talent loss, and value destruction

6-page PDF. No fluff.

Works With Everything You Already Use

FROM BLIND SPOTS TO FULL PICTURE:

That customer who called, emailed, then hired your competitor? Now you’ll know exactly where the ball got dropped.

What You Have

What You See

Monday Report:

15-Minute Setup

Connect once, monitor forever

Catches Everything

Calls, emails, texts – nothing missed

No New Apps

Works with what you have

The Always-On Retrospective for Your PRIVATE EQUITY BUSINESS

A retrospective means looking back at what happened to improve going forward. PerformanceX continuously monitors every interaction, alerting you immediately to urgent problems while organizing everything else into clear weekly reports. Never miss what matters, never waste time guessing.

Real-time:

Instant alerts when someone costs you a customer on a recorded line.

Weekly:

One PDF per employee with scores, examples, and next steps.

Bi-weekly:

Which problems you fixed and which ones got worse since last Monday.

Monthly:

A month of evidence on every employee, ready if you need to act.

STOP RELYING ON YOUR OPERATOR'S VERSION OF EVENTS

Your operator says everything is fine. But is it? See what quarterly reports hide before your next board meeting.

Report Breakdown

Page 1

Red alerts

Who needs immediate attention this week

Pages 2-10

Individual Scorecards

Performance scores for every employee

Pages 11-15

Good Behaviors

Wins worth recognizing and reinforcing

Appendix

Conversation Excerpts

Key conversation excerpts that support each finding

Real Examples You'll See:

Jake

Responded to after-hours email from stuck tech with troubleshooting ideas

Mike

Replied to ABC Property: “We’ll get to it when we can” – no follow-up for 72 hours

Sarah

Dispatcher Sarah rushed through 5 emergency calls saying “we’ll call you back”

Tom

Told customer on recorded line to “call my cell for a better price”

PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.

Test Us On Your Toughest Case
See the Truth in 48 Hours.

Test Us On Your Toughest Case

See the Truth in 48 Hours.

Choose one portfolio company. The one where something feels off but you can’t prove it. We’ll analyze their leadership team’s communications for 30 days. No contracts. No payment. Just shocking clarity about who they really are.

Choose one portfolio company. The one where something feels off but you can’t prove it. We’ll analyze their leadership team’s communications for 30 days. No contracts. No payment. Just shocking clarity about who they really are.

Questions PE Firms Ask

My portfolio company's CEO will push back on deploying this.

They might. And that reaction tells you something, doesn’t it? We’ve seen two patterns: operators with nothing to hide welcome the transparency (it validates what they’re already telling you). Operators who resist aggressively? In 73% of cases, the first PerformanceX report revealed issues they’d been actively concealing. Either way, you learn something valuable.

This feels invasive. Won't it damage culture?

Employees don’t see PerformanceX. They use the same tools they always have. The difference is you finally see patterns that indicate disengagement, flight risk, or dysfunction before it shows up in quarterly numbers. Companies using monitoring tools report 22% higher employee satisfaction because problems get addressed before they fester.

How is this different from the reports my operators already send?

Your operators send you their version. We send you what’s actually happening. Every claim comes with timestamped evidence from real communications. When your CEO says “the team is aligned,” we can show you whether that’s true based on actual collaboration patterns, response times, and sentiment analysis across thousands of data points.

Can I use this for M&A due diligence?

Yes, and you should. Financial due diligence tells you what happened. PerformanceX tells you who’s about to leave after the deal closes, which “key employees” are actually checked out, and whether the culture you’re buying actually exists. We’ve helped PE firms renegotiate deals by $2-15M based on leadership and retention risks discovered in our analysis.

What if we discover our installed CEO is the problem?

Then you’ll know before you’ve lost half the leadership team and 18 months of value creation. We’ve had PE partners tell us this was the most expensive lesson they almost learned. PerformanceX doesn’t just show you problems. It gives you timestamped documentation to act decisively when leadership changes are necessary.

STOP FINDING OUT ABOUT PROBLEMS 3 WEEKS TOO LATE
See the truth in 48 hours

Overload. Burnout. Bottlenecks. Collaboration breakdowns.

They’re all happening in your portfolio companies right now. Invisible until someone quits or a deadline implodes.

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