Industries

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.

How Permute works here

The right product for every problem.

Data Foundation

Data Foundation

Connect QuickBooks, NetSuite, SAP, and every other system across portfolio companies into one normalized layer. We clean the messy chart-of-accounts variance, unify entities, and give you a trusted foundation—without forcing companies onto a shared stack.

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Custom Models & Ontologies

Custom Models & Ontologies

Encode your fund’s definitions—what counts as ARR, how you measure covenant health, which KPIs matter per thesis—into a shared ontology. Agents and analyses use the same business logic your IC does, so answers are consistent across every portco and board pack.

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Intelligence Platform

Intelligence Platform

Automated financial packs, multi-entity drill-downs, KPI dashboards, and agentic monitoring that flags covenant risks and performance anomalies before the next board prep. Toggle portfolio-wide or single-entity views from the same data layer.

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Capabilities

Multi-entity data consolidation

Connect QuickBooks, NetSuite, SAP, and other systems across portfolio companies into one normalized layer—regardless of how each company manages its books.

Consolidated and per-entity views

Toggle between portfolio-wide and single-company drill-downs. Every report operates at both levels from the same data layer.

Automated financial reporting

Daily-refreshed P&L, budget vs. actuals, cash flow, AR/AP aging, payroll, and KPI dashboards—without manual rebuilds.

Proactive risk and opportunity detection

Agents monitor portfolio metrics and surface anomalies, covenant risks, and value-creation signals before they become problems.

At a glance

Unify portfolio and operating data for faster diligence, monitoring, and value creation—without forcing every company onto the same stack.

See it on your portfolio data

Walk through a live workspace tuned for PE: consolidated views, traceable answers, and workflows your deal team can reuse.