Per-company rate decreases with scale
Per-company roadmaps. Portfolio-level capital allocation.
Individual build sequences + hold period deployment strategy.
All client data is confidential. Information is used solely for assessment and not shared with third parties.
| F | C | S | A | M | I | Status | |
|---|---|---|---|---|---|---|---|
| Company A | STRETCH | ||||||
| Company B | BLOCKED | ||||||
| Company C | READY | ||||||
| Company D | BLOCKED | ||||||
| Company E | STRETCH | ||||||
| Company F | BLOCKED | ||||||
| Company G | READY | ||||||
| Company H | STRETCH | ||||||
| Company I | BLOCKED | ||||||
| Company J | READY |
Portfolio Heatmap + Individual Company Roadmaps
Extends Portfolio Screening with full diagnostic depth per company. Same standardized assessment, but with build sequence and investment model for each.
Cross-portfolio analysis identifies shared infrastructure opportunities, where one investment benefits multiple companies. When 6 of 10 companies need the same Accessibility upgrade, a portfolio-wide initiative costs 30–40% less than individual builds.
Per-company rate decreases with scale. Portfolio-level patterns emerge that individual diagnostics can't surface.
Per-company time
2–3 hours (management interviews + data access)
Our turnaround
4–6 weeks (parallel assessment)
Weeks 1–2
Data Collection
Weeks 3–4
Assessment + Analysis
Weeks 5–6
Synthesis + Delivery
Timeline scales with portfolio size. 10 companies ~ 4 weeks. 20+ companies ~ 6 weeks.
Portfolio Heatmap
6 dimensions × N companies with READY / STRETCH / BLOCKED status
Valuation Impact Analysis
Portfolio-level AI value creation by tier, risk quantification, capital allocation
Hold Period Deployment View
Year 1–3 sequencing with EBITDA impact and capex requirements
Per-Company Context Profiles
Full dimensional scoring for every company in the portfolio
Individual Company Roadmaps
Build sequence, investment estimate, and timeline per company
Cross-Portfolio Synergy Map
Shared gaps, shared solutions, portfolio-wide infrastructure efficiencies
Sequenced Portfolio Investment Plan
Where to invest across companies, in what order, with operating partner playbook
Board-Ready Report + Presentation
Executive summary per company + portfolio roll-up. Operating partner briefing included.
Includes 60-day follow-up for implementation planning across portfolio.
Falsifiable diagnosis. The infrastructure exists or it doesn't.
Excerpt from sample full portfolio diagnostic (Growth equity portfolio)
Fund: Apex Growth Partners Portfolio
Companies assessed: 10
Portfolio Expansion Risk Heatmap
| F | C | S | A | M | I | Status | |
|---|---|---|---|---|---|---|---|
| Company A | STRETCH | ||||||
| Company B | BLOCKED | ||||||
| Company C | READY | ||||||
| Company D | BLOCKED | ||||||
| Company E | STRETCH | ||||||
| Company F | BLOCKED | ||||||
| Company G | READY | ||||||
| Company H | STRETCH | ||||||
| Company I | BLOCKED | ||||||
| Company J | READY |
Tier Distribution
Sample Company Roadmap: Company E (STRETCH → READY)
Total: 10 months, $190K investment → 14 capabilities unlocked
Cross-Portfolio Synergy Opportunities
API Infrastructure Layer
35% vs. individual buildsAffects: 6 companies (A,D,E,F,H,I)
Centralized Schema Registry
40% vs. individual buildsAffects: 7 companies (B,D,E,F,G,H,I)
Portfolio-wide Data Catalog
30% vs. individual buildsAffects: 5 companies (B,D,F,H,I)
Total synergy savings: $130K (vs. individual company builds)
Sequenced Portfolio Investment Plan
Deploy AI capabilities (already READY)
Shared API infrastructure initiative
Schema registry + capture foundation
Complete foundation builds
12-month plan: 10 companies → 90% READY, $630K total portfolio investment
Per-company rate decreases with scale
Range: From $80,000
Additional factors that may adjust pricing:
10+ companies. Follows from or replaces Portfolio Screening.
Portfolio screening produces a heatmap — 6 levers across all companies — identifying which are within operating range and which are above structural coherence. The full diagnostic extends this with per-company build sequences, individual investment models, cross-portfolio synergy identification, and a sequenced capital allocation strategy for the hold period. It answers "what to do about it", not just "where the gaps are".
The CMC portfolio diagnostic produces per-company structural coherence profiles across 6 levers. Cross-portfolio comparison reveals shared binding constraints — where 6 of 10 companies need the same structural lift, a portfolio-wide initiative costs 30-40% less than individual builds. The synergy map identifies these opportunities explicitly.
Each portfolio company provides 2-3 hours of management interview time plus data room access. Assessment runs in parallel across companies, so the total timeline scales with portfolio size: 10 companies in approximately 4 weeks, 20+ companies in approximately 6 weeks. Per-company rate decreases with scale.
For each company, the diagnostic identifies which AI capabilities are within operating range (structurally feasible), near the structural ceiling (targeted lift needed), or above structural coherence (major investment required). The build sequence specifies which structural lever to address first to unlock the most capabilities. Companies that deploy AI above their structural coherence experience coordination drag that absorbs the economic return.