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Use shared definitions and templates across every portco to compare performance, spot issues sooner, and act with confidence.
Track what matters to each portco while maintaining a unified reporting layer. Strike the right balance between flexibility and scalability.
“The Aleph team’s experience on the other side of the table is a big selling point. They understood the challenges of PE-backed reporting needs and knew exactly what private equity portfolio companies needed to do.”


Accelerate value creation across your portfolio
Combine the power of a connected data layer, portfolio-wide standardization, and real-time insight to accelerate value creation across every company you own.


Most PE tools create work for portcos. Aleph reduces it.
Portcos run their forecasting and reporting in Aleph, and your fund gets live dashboards as a byproduct.
- No duplicate reporting
- Portcos stay in Excel
- Fund gets real-time visibility


Every portco is different. Aleph adapts to each one.
Your playbook, KPIs, and templates roll out portfolio-wide without forcing portcos into rigid systems.
- Works with any ERP, CRM, or spreadsheet
- Aligns KPIs and logic across companies
- Delivers clean, comparable data automatically


Real-time answers without the back-and-forth
Aleph replaces late-night scrambles with instant drill-downs and AI-powered variance analysis.
- Explain changes in seconds
- Cut manual checks and rework
- No more “can you walk me through this?” emails
- Instantly drill down into underlying data to understand every movement


A reporting layer built for LPs
Automated rollups, portfolio templates, and exit-ready data come straight from portcos’ live models.
- One-click portfolio rollups
- Investor-grade templates
- Data that’s audit- and diligence-ready
“I've gotten really high praise from my board for the weekly reports and dashboards that I built using Aleph and Excel, and published out to them.”


Discover Aleph today
