Due diligence data rooms with thousands of documents. Cross-portfolio financial consolidation across incompatible ERPs. SEC compliance and LP reporting on different timelines from different systems. DxLogic builds AI workflows that automate the portfolio operations overhead — so your operating partners focus on value creation, not data wrangling.
Book Your AI Assessment →Purpose-built automation for PE firms, operating companies, and portfolio operations teams managing multi-entity complexity.
AI processes thousands of data room documents in hours — financial statements, contracts, employment agreements, IP filings, litigation history, and regulatory filings. Extracts key terms, cross-references across documents, flags risks and inconsistencies. Your deal team reviews synthesized findings instead of reading every page.
AI ingests financial data from every portfolio company — regardless of ERP, chart of accounts, or reporting format. Normalizes revenue recognition, standardizes cost categories, and delivers consolidated portfolio-level financials in real-time. One dashboard across every entity. No more 40-hour monthly assembly.
AI tracks SEC filing requirements, SOX compliance across portfolio companies, Form ADV updates, and industry-specific regulations per entity. Monitors regulatory changes, flags compliance gaps, and generates audit-ready documentation. Multi-jurisdiction coverage configured per portfolio company’s regulatory environment.
AI pulls operational data from every portfolio company — revenue, headcount, pipeline, churn, utilization, whatever KPIs matter to your investment thesis. Standardizes metrics across entities, benchmarks performance, and delivers portfolio-wide operational dashboards to operating partners and the IC.
AI maps every vendor contract, SaaS subscription, and procurement agreement across the portfolio. Identifies duplicate vendors, overlapping tools, and consolidation opportunities. Tracks contract terms, renewal dates, and spend by category. Most portfolios find $500K+ in annual waste on day one.
AI standardizes high-volume operational workflows across portfolio companies — invoicing, onboarding, AP/AR, customer communication. Build the workflow once, deploy it across every entity. Each subsequent deployment is faster and cheaper. Acquisition integration drops from 12-18 months to 90 days.
How private equity firms eliminated portfolio operations bottlenecks and saw measurable ROI.
If any of these describe your organization, we built this for you.
Managing 5-25 portfolio companies across multiple funds. Due diligence consuming deal team bandwidth. Cross-portfolio reporting assembled manually every month. AI unifies data across entities, accelerates diligence, and gives operating partners real-time visibility into portfolio performance.
Running lean teams at portfolio companies with manual back-office processes. Reporting to the fund on different timelines using different formats. AI standardizes operational workflows, automates reporting, and frees your team to focus on growth instead of administrative overhead.
Executing buy-and-build strategies with multiple acquisitions per year. Each acquisition adds another ERP, another set of processes, and another 12-18 months of integration work. AI deploys standardized workflows to new acquisitions immediately — turning 18-month integrations into 90-day operational onboarding.
Book a free 30-minute AI Assessment. We’ll map your highest-volume portfolio operations workflows, identify where manual processes are costing you millions in overhead and delayed value creation, and show you the 3 workflows with the highest ROI across your portfolio.
First workflow live in 60 days. Cancel the retainer with 30 days notice. No lock-in.