See how Optimal Portfolio delivers consulting-grade insight at
technology speed.
In this 30-minute session, we'll demonstrate how your team can screen more
targets, plan integrations earlier, and monitor portfolio performance continuously — all at a fraction of
the traditional cost.
Who should attend
- Managing partners, principals and VPs seeking faster diligence and live portfolio visibility
- Operating partners and portfolio management leaders focused on driving measurable value creation
- Fund-level CFO, COO, Legal and IR teams who need transparent, repeatable reporting for investors
What you'll see
- Target screening — perform structured rationale, synergy and risk
scoring in minutes
- Integration readiness — create day-one and 100-day execution plans
directly from diligence data
- Continuous portfolio intelligence — view live dashboards, alerts,
and performance updates
- ROI insight — quantify how PE firms achieve up to 90% cost
reductions vs traditional consulting
Agenda (30 minutes)
- Context and your goals (3 min)
- Live product walkthrough (18 min)
- ROI modelling and implementation pathways (6 min)
- Next steps and Q&A (3 min)
How to prepare
- Bring one active example — a target screening, integration, or monitoring challenge
- Optional: share anonymised portfolio details to tailor the demonstration
Assurances
- Confidentiality: all shared information remains private; NDAs
available on request
- No obligation: pilots and proposals are prepared only after the
session