Your Portfolio's Secret Weapon: Your Network
Verata helps portfolio operations teams drive value by unlocking warm introductions to customers, acquisition targets, and expert advisors—all through relationships your firm already has.
Trusted by portfolio operations teams at leading PE firms including 3 of the top 10
Your Portfolio Companies Need Intros You Can't Make
Your portfolio companies need access to enterprise customers, strategic partners, and industry experts. Your firm has these relationships—but they're scattered across partners, principals, and portfolio company executives. Finding the right intro is like searching for a needle in a haystack.
- ?“Can we help our portco land this enterprise customer?”
- ?“Who knows potential add-on acquisition targets?”
- ?“Which advisors have solved this exact problem before?”
- ?“How do we leverage our network for portfolio company growth?”
Your firm's network could be the single greatest asset for portfolio company value creation—if only you could see and activate it.
Relationship Intelligence for Value Creation
Verata makes your firm's collective network visible and actionable for portfolio company support.
Customer Introductions for Portfolio Companies
Every customer introduction starts with a relationship. Your portfolio company is trying to break into a Fortune 500 account. Cold outreach isn't working. Meanwhile, your firm's network has the relationships that could open doors.
- Partners, principals, and investment professionals
- Operating partners and advisors
- Portfolio company executives (current and former)
- Board members across the portfolio
- Firm alumni
“We helped a portco land their largest customer ever through a relationship we found in Verata. The CEO called it 'the most valuable thing our PE firm has ever done for us.' That's the power of activated relationships.”
VP of Portfolio Operations
$2B AUM Firm
Add-On Acquisition Sourcing
Proprietary add-ons start with proprietary relationships. The best add-on acquisitions are proprietary—approached early, before bankers get involved, with a warm relationship leading the conversation.
- Sector-specific company search with ownership filtering
- Warm path identification for each potential target
- Connection through firm professionals AND portfolio company executives
- Founder/CEO relationship mapping
- Competitive intelligence (who else is connected to this target)
“We sourced three add-on acquisitions last year through Verata-discovered paths. All proprietary, all off-market, all at better valuations than we would have paid in a process.”
Director of Portfolio Operations
Mid-Market Buyout Firm
Expert and Advisor Identification
The right expert is always one relationship away. Your portfolio companies face operational challenges every day. Somewhere in your network, someone has solved this exact problem before.
- Functional expertise (sales, marketing, operations, technology, finance)
- Industry experience (healthcare, software, consumer, industrial)
- Specific challenge experience (IPO readiness, international expansion, integration)
- Company stage experience (growth equity, buyout, public company)
- Geographic relevance
Board Placement Support
Better boards, faster. Every board seat matters. The right independent director brings expertise, relationships, and credibility.
- Speed: Weeks instead of months
- Quality: Pre-vetted through relationship knowledge
- Cost: Minimal vs. $100K+ search firm fees
- Fit: Relationship context increases acceptance rates
- Diligence: Built-in backchannels through shared connections
Portfolio Executive Diligence
Hire the right executive. The first time. A bad executive hire at a portfolio company costs 18-24 months of lost progress, team disruption, and search costs.
- Complete career history with tenure analysis
- Company performance data during the candidate's tenure (revenue, headcount trends)
- Network overlap for backchannel references
- Multiple independent reference sources
- Red flag identification (gaps, short tenures, lateral moves)
What Portfolio Operations Teams Are Saying
“Verata transformed how we support portfolio companies. We went from 'we'll try to find someone' to 'here are three warm paths to your target customer.' Portfolio company CEOs now come to us first when they need relationship leverage.”
Head of Portfolio Operations
$3B AUM Firm
“We used to think of add-on sourcing as the deal team's job. Now portfolio ops drives proprietary add-on opportunities through the network. It's changed our value creation playbook.”
VP of Operations
Growth Equity Firm
“Finding the right advisor used to take weeks of outreach. Now I can identify five qualified experts with warm paths in about 20 minutes. That speed makes a real difference when portcos are facing urgent challenges.”
Director, Portfolio Operations
Mid-Market PE
How Verata Solves Portfolio Operations Challenges
| Use Case | Challenge | Verata Solution |
|---|---|---|
| Customer introductions | Hidden relationships across firm ecosystem | Systematic mapping of paths to target customers |
| Add-on sourcing | Cold outreach to acquisition targets | Warm path identification for proprietary approaches |
| Expert identification | Ad hoc, reactive expert sourcing | Searchable network of accessible experts |
| Board placement | Slow, expensive search firm process | Network-first board candidate identification |
| Executive diligence | Limited backchannel access | Comprehensive reference mapping |
Drive Portfolio Value Through Relationships
See how Verata helps portfolio operations teams unlock the full value of your firm's network.
30-minute demo | See real customer intro opportunities | No commitment
Frequently Asked Questions
Yes, through our Portfolio Extension program. Many firms give select portfolio company executives access so they can leverage firm relationships for their own sales, M&A, and hiring needs. Ask about Portfolio Extension pricing.
Verata shows you all paths to a target, along with who "owns" each relationship. You can see if someone else at the firm is already cultivating a relationship and coordinate appropriately. Activity tracking helps avoid duplicate outreach.
Many portfolio ops teams track relationship-driven value creation (customer intros made, add-ons sourced, board members placed) as a metric. Verata makes this trackable in a way that's often invisible with traditional approaches.
Most portfolio ops teams find actionable customer intro opportunities within the first week. Add-on sourcing and board placement typically show results within the first quarter.