Permute for Private Equity
Stop aggregating spreadsheets. Connect every portfolio company's systems into a single intelligence layer. consolidated reporting, real-time monitoring, and proactive insights, automatically.
Your portfolio data is everywhere. Your insights arrive too late.
Each portfolio company runs its own stack. QuickBooks here, NetSuite there, SAP somewhere else. Every month your team manually exports, reconciles, and re-enters data across spreadsheets. You get a snapshot of last month. What you need is visibility into right now.
Portfolio Intelligence Built for Scale
Multi-entity data consolidation
Connect QuickBooks, NetSuite, SAP, and any other system across all portfolio companies into a single normalized data layer. regardless of how each company manages its books.
Consolidated and per-entity views
Every report operates at both levels simultaneously. Toggle between a consolidated portfolio view and individual company drill-downs with a single click. built into the data layer from day one.
Automated financial reporting
Daily-refreshed P&L, budget vs. actuals, cash flow, AR/AP aging, payroll, and KPI dashboards. generated automatically across every portfolio company, no spreadsheets required.
Proactive risk and opportunity detection
Permute's agents continuously monitor portfolio metrics and surface anomalies, covenant risks, and value creation signals before they become problems. or missed opportunities.
Scales with your portfolio
Adding a new portfolio company is as simple as connecting a data source. The platform adapts automatically. no rebuilding, no new infrastructure, no manual setup.
Clean, transformation-ready data
Define category mappings, report logic, and KPI definitions without writing SQL. Permute owns the transformation layer so your team owns the business logic without the engineering overhead.
Salesforce
NetSuite
SAP
QuickBooks
Microsoft 365
Google Sheets
Salesforce
NetSuite
SAP
QuickBooks
Microsoft 365
Google Sheets
Connect. Normalize. Automate. Scale.
Permute connects to each portfolio company's systems, normalizes financial and operational data into a unified layer, and deploys autonomous agents to generate reports, monitor KPIs, and surface insights. daily, without manual work. Adding a new company is as simple as connecting a data source.
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We support many more integrations. Let's talk about your needs.
Portfolio-wide financial consolidation
Automatically consolidate P&L, balance sheet, and cash flow across all portfolio companies into a single executive view, refreshed daily.
Budget vs. actuals tracking
Monitor variance against plan at both the entity and portfolio level. Surface underperforming companies before month-end close.
Operational KPI monitoring
Track revenue, EBITDA, working capital, and custom KPIs for every company. Get alerts when metrics deviate from target ranges.
New entity onboarding in hours
Connect a new portfolio company's systems and have them reporting into the consolidated layer the same day. no custom development needed.
Everything your portfolio team needs, automated
Automated daily P&L and budget vs. actuals across all portfolio companies
Per-entity and consolidated reporting with a single company selector toggle
AR/AP aging and cash flow monitoring with anomaly alerts
Payroll and headcount tracking across the portfolio
Cross-portfolio benchmarking of key financial and operational KPIs
New entity onboarding without rebuilding the reporting infrastructure
Custom KPI definitions owned by your team, not your engineering team
Proactive identification of covenant risks and value creation opportunities
Replace your portfolio spreadsheets with an always-on intelligence layer
See how Permute unifies data across your portfolio, automates consolidated and per-entity reporting, and surfaces risks and opportunities before they require a phone call.