Value creation starts with transparency. Get it in hours, not months.
ValueWorks is value creation software for private equity operating partners. It harmonises messy portfolio company data with AI, benchmarks every asset against the fund and the market, and tracks each value creation initiative against live actuals.
Real screen recording of an autonomous transparency sprint · demo data · time-lapse
Why value creation stalls
Most of the first 100 days go into finding the numbers.
The playbook is clear. The data underneath it is not.
Time to first transparency on a portfolio company
To a reliable picture
Different ERPs, charts of accounts and spreadsheets, often with poor data quality.
Nothing to measure against
Without a clean entry position and benchmark, the biggest lever stays unclear.
Initiatives tracked in slides
Plans live in PowerPoint and actuals are collected by hand, so problems surface late.
The value creation workflow
From first data to measurable impact.
Four steps, the way operating partners already work. Real screens from the ValueWorks demo environment.
Magnus AI agent
Transparency, built by AI.
Magnus builds the first transparent view of a portfolio company and answers questions about it, on governed data.
Actuals on autopilot
No more collecting actuals by hand.
Data pipelines keep every baseline, benchmark and initiative current.
Pipelines to every system
ERP, CRM, HR and banking data flow in through 50+ integrations.
Actuals update themselves
Checked for quality and mapped to your fund's KPI definitions.
Progress you can trust
OKRs, dashboards and board packs always run on the latest data.
The transparency sprint
Bring one portco. Leave with a baseline.
See ValueWorks on your own data before you decide anything.
Pick a portco and its KPIs
The ones that matter for your investment case.
First transparency
We connect the data, Magnus harmonises it.
Baseline and next steps
Benchmark it and choose the initiatives to track.
Trusted by funds and portfolio companies
100+ companies decide on ValueWorks.
“We stopped saying ‘I’ll follow up’ in board meetings.”
“ValueWorks gives us the advantage of having all our KPIs in one dashboard. One of the best features is the automatic updates and the linking of KPIs with our OKRs.”
Value creation, answered.
What is value creation software for private equity?
Value creation software gives operating partners one place to establish transparency on a portfolio company, set a baseline, benchmark it, plan initiatives and track their impact against live actuals. It replaces the spreadsheets and slide decks most value creation plans live in today.
How can ValueWorks create transparency in hours when portco data quality is poor?
Magnus, the AI agent in ValueWorks, maps each portco's chart of accounts, KPIs and source systems into one semantic layer and flags data quality issues instead of hiding them. A first transparent view is typically available in one to two hours. Our forward-deployed engineers then refine the model during the 4–8 week roll-out.
Which benchmarks can I use to set the baseline?
Both: internal benchmarks across the assets in your fund and external industry and peer benchmarks. You freeze the entry position as the baseline and see the gap to the fund median and to the market for each KPI.
How do I track value creation initiatives?
In the OKR module, each initiative is linked to the KPI it should move, with an expected impact and a time frame. Progress updates from live data, and initiatives that fall behind the targeted path are flagged as at risk or off track.
Where do the actuals come from?
From automated data pipelines to each portfolio company's ERP, accounting, CRM, HR and banking systems, through 50+ integrations including DATEV, SAP, Personio and HubSpot. No manual collection or month-end exports.
What is the transparency sprint?
A short, low-effort start: you pick one portfolio company and the KPIs that matter for your investment case, we connect the data, and Magnus builds a first transparent view in one to two hours. You then review the baseline against fund and industry benchmarks.
Is our portfolio data secure?
ValueWorks runs single-tenant on Microsoft Azure in the EU, is GDPR-compliant, and supports SSO and role-based access. All AI models run on ValueWorks resources, so data never leaves the governed environment.
Start with transparency. This week.
One portfolio company, a first baseline in hours, and a clear view of where the value is.
Book a transparency sprint