Your Portfolio's Secret Weapon: Your Network
Every PE firm has a hidden asset: a network of executives, operators, and advisors who can help portfolio companies win. Verata makes that network visible and actionable for value creation.
Portfolio companies have closed $500M+ in deals through Verata-discovered relationships
The Value Creation Opportunity You're Missing
Your firm has relationships to thousands of potential customers, acquisition targets, and expert advisors. But without visibility into that network, most of those relationships never get activated for portfolio company benefit.
“Can you help us get a meeting with [target customer]?”
Portfolio CEOs ask constantly, but finding paths is ad hoc
“Who in our network has scaled a business like this?”
Expert connections depend on who happens to remember whom
“Are there add-on targets we can reach through relationships?”
Off-market deals require paths you don't know exist
“We need an independent board member with [specific experience].”
Search firms are expensive and slow for common placements
Systematic Value Creation
Verata helps portfolio operations teams deliver measurable value to portfolio companies through relationship-driven support.
Customer Introductions at Scale
Help portfolio companies land enterprise customers through your firm's network. The PE ecosystem has relationships to nearly every major buyer.
- Map paths from your firm to target customer decision-makers
- Identify partners, advisors, and portfolio executives with buyer relationships
- Track introduction success rates and attribution
- Prioritize by relationship strength and buyer fit
“We helped our healthcare IT portfolio company land a Fortune 500 health system as a customer. One introduction from a partner's network. That deal alone added $20M to the exit valuation.”
Operating Partner
$5B AUM Firm
Add-On Acquisition Sourcing
Find proprietary add-on opportunities through relationships. The best tuck-ins come from off-market conversations, not auction processes.
- Identify add-on targets that fit your portfolio company's strategy
- Find warm paths for off-market conversations with founders
- Map the relationship landscape around any acquisition target
- Track and coordinate outreach across deal teams and portfolio companies
“We sourced three add-on acquisitions through Verata in our first year. All proprietary, all at better multiples than what was trading in market processes.”
Head of Portfolio Operations
Mid-Market PE Firm
Expert Advisor Network
Connect portfolio companies with executives who've solved similar challenges. Your network contains decades of operational expertise.
- Search for executives by function, industry, and experience
- Find people who've scaled similar businesses or solved specific problems
- Identify advisors through paths from your firm's ecosystem
- Build a searchable library of accessible experts across your network
“When our portfolio company needed help building enterprise sales, we found three former CROs in our network who'd done exactly that. One became a board advisor.”
VP of Portfolio Operations
Growth Equity Firm
Board Placement & Executive Recruiting
Find qualified board candidates and executive talent through your network. Place independent directors faster and at lower cost than search firms.
- Search for candidates by background, industry, and expertise
- Verify track records through overlapping colleagues in your network
- Identify paths for warm outreach to passive candidates
- Coordinate recruiting across multiple portfolio companies
Quantifiable Value Creation
Portfolio operations teams using Verata report measurable impact across their portfolio.
$50M+
Customer deals facilitated
3x
More add-ons sourced
60%
Faster board placements
+20 pts
Portfolio CEO NPS
“The value creation story is now part of every fundraise. We can show LPs exactly how we support portfolio companies through our network—with data to back it up. That differentiation matters.”
Managing Partner, Mid-Market PE Firm
What Portfolio Teams Are Saying
“Verata transformed how we support portfolio companies. We went from occasionally making introductions to systematically activating our network for value creation. Our NPS from portfolio CEOs went up 20 points.”
Head of Portfolio Operations
$3B AUM Firm
“The customer introduction capability alone justifies the investment. We've helped portfolio companies close over $50M in new business through network-sourced introductions.”
Operating Partner
Mid-Market Buyout
“We used to hire search firms for every board seat. Now we source most candidates through Verata and only use search for specialized roles. The savings are substantial.”
VP of Talent
Growth Equity Firm
Unlock Your Network for Portfolio Value
See how Verata helps portfolio operations teams deliver measurable value creation through systematic relationship activation.
45-minute demo • See your firm's actual network • ROI analysis included
Frequently Asked Questions
Deal Sourcing focuses on finding new investment opportunities. Portfolio Value Creation focuses on supporting existing portfolio companies—customer introductions, add-on sourcing, board placements, and expert connections. Many firms use both, as they leverage the same underlying relationship data.
On Enterprise plans, you can grant portfolio company executives limited access to search for and request introductions. This enables a scalable 'self-serve' model for value creation while maintaining control over your network data.
Verata includes attribution tracking so you can see which introductions led to closed deals, hired executives, or successful partnerships. This data helps you demonstrate ROI and identify which relationship types drive the most value.
Role-based access controls ensure portfolio companies only see appropriate information. You control what each portfolio company can access, and we never expose competitive information across your portfolio.