Solutions / Private Equity Firms
Greater Portfolio Visibility. Faster Value Creation.
Driving performance across a portfolio requires more than financial reporting. It requires timely intelligence, operational alignment, and the ability to turn insights into action.Genius Lab connects data, intelligence, and execution across portfolio companies—giving operating partners and value creation teams the clarity and infrastructure to accelerate performance.
Fund III portfolio
$254M
EBITDA · 3 companies
▲ +$12M EBITDA on Day 1
Hollis IndustrialNetSuite
Westbrook FoodsSage Intacct
Quarry BuildingSAP
Kessler ToolsQuickBooks- Systems connected
- KPIs standardized
- In the portfolio view
Turn Portfolio Complexity Into Strategic Advantage.
Every portfolio company brings its own systems, processes, and operating priorities. As portfolios expand and add-on acquisitions accelerate, maintaining consistent visibility becomes increasingly challenging.
Genius Lab creates a connected intelligence layer across portfolio companies, providing reliable information and deeper operational insights without requiring disruptive system replacements.
The result is greater control, faster decisions, and more time focused on value creation.
How Genius Lab helps
Built for Portfolio-Wide Performance.
01
Gain Trusted Portfolio Visibility
Connect financial and operational data across portfolio companies.Establish consistent KPIs and a reliable view of performance, risks, and opportunities, for the whole fund and for each company in it.
All funds · portfolio EBITDA
$412M+3% vs plan
4 on track1 watch1 below plan
Bubble size = EBITDA · color = performance vs planWestbrook needs attention
02
Accelerate Value Creation
Identify performance gaps and uncover operational improvement opportunities.Equip leadership teams with actionable intelligence to strengthen EBITDA and business performance across the portfolio.
How do we get Westbrook back on plan this year?
Your value creation assistant · analysis
Westbrook's EBITDA run-rate is $54M, 6% below its $57.4M plan: input costs rose faster than prices. Pricing alone closes the gap; with procurement and plant scheduling it reaches $62.6M, 9% above plan.
Westbrook Foods · EBITDA run-rate, back to plan ($M)
TodayToday
54
PricingPricing
+4.2
ProcurementSourcing
+2.8
SchedulingPlants
+1.6
PotentialTarget
62.6
03
Streamline Add-On Integrations
Bring new acquisitions into a connected operating environment faster.Preserve existing systems while accelerating visibility and operational alignment with the platform company.
Hollis IndustrialPlatform companyRevenue $482M
EBITDA $96M
Kessler ToolsAdd-onRevenue $49M
EBITDA $12M
Hollis + Kessler
In the portfolio view
Revenue $531M
EBITDA $108M
Integration timeline
Day 1
Systems connected
Kessler keeps SAP; data flows in daily.
Day 7
KPIs on Hollis definitions
Revenue, margin and cash comparable.
Day 30
Synergies tracked
$3.1M identified, owners assigned.
The journey
From Portfolio Visibility to Continuous Value Creation
- 01
01
Connect the Portfolio
Bring every portfolio company into a shared data and intelligence environment, keeping the systems each one already runs. - 02
02
Standardize Performance
Establish consistent KPIs across companies, so the fund sees where value is being created and where gaps remain. - 03
03
Accelerate and Extend
Act on the findings, track value creation initiatives, and extend what works to other companies and future investments.
A repeatable playbook
Scale Your Value Creation Playbook
Build a repeatable approach to performance management and execution that can be extended across portfolio companies and future investments.
Every company that joins the platform adds to a shared foundation of KPIs, benchmarks, and proven initiatives the next one can start from.
Prove it once. Extend it across the portfolio.
4
proven playbooks
19
rollouts across the portfolio
$38M
EBITDA delivered so far
Pricing
Proven at Hollis · +2.1 pts margin
✓HollisoriginWestbrook✓Corvan✓Pell✓ArdenQuarryProcurement
Proven at Pell · −4.8% input costs
✓HollisWestbrookCorvan✓PelloriginArdenQuarryWorking capital
Proven at Pell · $18M cash released
HollisWestbrookCorvan✓PelloriginArdenQuarrySales effectiveness
Proven at Arden · +4 pts win rate
HollisWestbrookCorvanPell✓ArdenoriginQuarry
DoneIn progressNext
Fully managed
Focus on Value Creation. Not Technology Management.
Genius Lab provides a fully managed intelligence and execution infrastructure, reducing the need for portfolio companies to build and maintain complex data and AI capabilities independently.
Operating partners gain a scalable foundation to support more businesses, strengthen execution, and accelerate value creation across the portfolio.
Genius Lab manages
- ✓The intelligence infrastructure
- ✓The execution infrastructure
- ✓Data and AI capabilities for every portfolio company
Operating partners focus on
- →Supporting more businesses
- →Strengthening execution
- →Accelerating value creation
The Genius Platform
One platform behind every part of the solution.
Every portfolio company connects to the same platform: Connectors bring each business in, Data Manager and Genius Cortex make results comparable, and the capabilities on top give your value creation team one view of the portfolio.
Explore each capability on the map to see how it works.
Genius Platform
Integrate · Prepare · Understand · Act
Turn Portfolio Intelligence Into Superior Returns.
Improve visibility. Accelerate execution. Build stronger, more valuable businesses.