KPI roll-ups
Portcos in. Dashboard out.
KPI roll-ups across portcos, variance flags, DD workspace, board-pack agent. On infrastructure you control. Deployed by 42nights in four weeks.
Operating partners · COOs · Holdcos · Family offices · LP teams
Portcos in. Dashboard out.
Flagged. Drafted. Reviewed.
Per-deal. Auto-tagged.
Notes in. Pack out.
Workspace-as-portfolio-company. HoldCo workspace aggregating read-only views. Entities: Company, People, Contracts, KPIs, Reporting periods.
QuickBooks / Xero / NetSuite, Stripe, HRIS, Hub/Salesforce ingest. Auto-populated monthly & quarterly templates with variance flags.
Deal pipeline as a first-class object. Per-deal DD workspace generator. Data-room ingest with auto-tagging and risk flag agents.
Operating-partner agent per portco. Cross-portfolio benchmarking on margin, CAC payback, NRR percentiles. Talent-network agent.
LP reporting view (capital account, IRR/MOIC). Board-pack generator from operating-partner output. SOC2-ready audit trail.
Helm is a thin Next.js app over the Recon substrate. Each portco is a scoped workspace; the holdco view is a read-only roll-up. Same security posture, same audit trail.
See the Recon platform42nights deploys Helm inside your perimeter — one workspace per portco, holdco view rolling up. Discovery to running in four weeks.