PE & portfolio

A common structure across every portfolio company — comparable, scalable, exit-ready by default. The PE investor sits on multiple boards. When each portfolio company runs its own way, the overall picture disappears. Kajo brings a structure that scales.

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Situation & challenges

Where do the difficulties typically come from?

The PE board carries scale and comparability. When portfolio companies report differently, the comparison work consumes the analyst time that should go elsewhere.

Each portfolio company reports differently — Excel, PowerPoint, phone. Comparison becomes manual labour.
Board work quality varies between companies. The weakest link shows up at DD time.
Tracking actions across multiple companies simultaneously requires constant chasing.

When board work is structurally consistent, the PE firm can focus on what matters: value creation.

How Kajo helps

Three quiet shifts

Three changes in how the work moves between meetings — at portfolio scale, not just within one company.

A common structure for every company

The same Kajo structure inside every portfolio company. Comparison, reporting and tracking become straightforward — and the analyst hours go to actual analysis, not collation.

DD-readiness as a continuous state

Documentation stays current. When exit or refinancing begins, the data is in order — not assembled in three weeks of fire-fighting.

Action tracking that scales

Board actions visible at portfolio level. No need to ask separately how each company is doing — the surface tells you.

Most relevant features for PE & portfolio

The features that matter most here

Every Kajo edition has these. PE & portfolio boards lean on them more than most.

№ 07

DD-readiness
Documentation stays current across the whole portfolio. When exit or refinancing begins, the data is in order — not assembled in three weeks.
Read the DD-readiness page

№ 06

Board self-assessment
Documented assessment history that scales across portfolio companies. Investor LPs see the work done — not just the work claimed.
Read the board self-assessment page

№ 04

Financial KPIs
A common KPI surface across every company. Comparison, reporting and tracking become straightforward at portfolio scale.
Read the financial KPIs page

Value proposition

For the PE firm, Kajo is the infrastructure that makes portfolio board work scalable.

VERIFIED · MID-MARKET PE · 8 PORTFOLIO COMPANIES

”We standardised our portfolio board work on Kajo two years ago. The first comparable quarterly report across all companies took three days, not three weeks.”

Anders Bjerre
Operating Partner · Nordic mid-market PE

Want to see how Kajo works across a portfolio?

A twenty-minute conversation. We bring an example portfolio setup. You bring the questions you’d want answered before introducing it to your companies.

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