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.
- ✓ Weekly intelligence vs quarterly board decks
- ✓ Flight risk alerts before key employees at your portfolio companies give notice
- ✓ Evidence with timestamps, not narratives
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:
Meanwhile: Top 2 AEs have updated their LinkedIn. Close rates dropped this quarter.
COO on monthly call:
Meanwhile: Three department heads are actively interviewing. Response time to leadership is slipping.
You’ll find out at the next board meeting. Or Monday’s 
report.
BRIDGE THE GAP BETWEEN BOARD MEETINGS
What You're Working With Now
- Quarterly board decks (curated by operator)
- Monthly financial reports (lagging indicator)
- Annual employee surveys (sanitized)
- Exit interviews (too late)
- Zero visibility between meetings
- Operator’s version of events
What You Get Every Monday
- Leadership scorecards for every company you own
- Early warning when key talent is about to leave your investments
- See if the CEO you installed is actually trusted by the team
- Portfolio-wide culture health dashboard
- Timestamped proof for board conversations
- Know the truth before your next board meeting
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 existing tools: Gmail, Outlook, Slack, Microsoft Teams, Zoom, Asana, HubSpot and Everhour. No disruption to your agents or your clients. No IT team needed.
AI Analyzes
Last 90 Days
Our AI analyzes every communication pattern, leadership behavior, and cultural signal. Weekly alerts on emerging patterns. We analyze the last 90 days of activity, and your first report lands on the next weekly run after setup.
Clarity Delivered
Weekly
Monday reports show who’s performing and who’s pretending. With proof you can act on. Pre-board briefings included.
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
Works With the Tools 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:
- Sarah: Hung up on 3 calls.
- Mike: Ignored urgent email.
- Tom: Offered side job.
15-Minute Setup
Connect once
Email, chat and meetings
Email, chat and meetings
No New Apps
Works with what you have
The Always-On Retrospective for Your PORTFOLIO
A retrospective means looking back at what happened to improve going forward. PerformanceX analyzes your team’s communications and delivers weekly reports. Never miss what matters, never waste time guessing.
Real-time:
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
Example insights
Jake
Answered an after-hours message from a colleague who was stuck, with practical next steps
Mike
Replied to a client with we will get to it when we can, then no follow-up for 72 hours
Sarah
Rushed through five client requests with a promise to follow up later
Tom
PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.
Questions PE Firms Ask
My portfolio company's CEO will push back on deploying this.
They might. And that reaction tells you something. We have seen two patterns: operators with nothing to hide welcome the transparency, because it validates what they are already telling you. Operators who resist aggressively are worth a closer look. 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. 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 is about to leave after the deal closes, which so-called key employees are actually checked out, and whether the culture you are buying actually exists.
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.