Phantom Workflow logoPhantom Workflow

See the portfolio clearly.
Improve how it runs.

Built for operating partners and the teams running portfolio companies.

Bring company performance into one view. Find the manual work behind the numbers. Build focused automations with your operating teams, then adapt what works across the portfolio.

Map my portfolio opportunities

Start with a 30-minute conversation about one company or a shared operating challenge.

Portfolio reviewInteractive demo

One view. Every business.

Monthly performance · example portfolio

Revenue / USD millions
All 3 companies · Jun$3.30m
0.02.04.0

Select a metric, company or month to explore.

Portfolio companiesJun revenue
Example value-creation opportunityFind the workflow behind the numbers.

Select a company to explore an example automation opportunity.

Fictional companies and figures. Demonstration only, not client results or a live data connection. Your sources, definitions and refresh cadence are scoped with your team.
Illustrative aerial view of an industrial business campus with offices and service vehicles
Illustrative image. The work happens inside the businesses.

A portfolio is more
than a spreadsheet.

It’s people, processes, and systems that need to work together. Connect the numbers to the workflows behind them—and turn a finding into a focused implementation.

Find the first opportunity

Visibility, discovery,
and execution.

A dashboard shows where to look. Workflow intelligence helps explain what’s happening. Implementation turns the findings into changes inside the business.

One view of the numbers that matter.

Unified portfolio dashboard

Bring agreed financial and operating metrics from portfolio companies into a shared dashboard. Give the firm an overview and a path into each business, with metric definitions, reporting periods, and data freshness made clear.

Choose the measures your team actually uses: revenue, pipeline, cash collection, job throughput, or other operating indicators. Connections and refresh schedules depend on each company’s systems and access.

Find the work worth automating.

Phantom MRI · workflow intelligence

Use a guided workflow assessment to understand how work moves between people and systems. Phantom MRI helps surface repeated tasks, bottlenecks, and handoff gaps so your team can decide where automation belongs.

Start with an agreed scope and authorized access. Review the findings with the people doing the work, then prioritize opportunities by business value, implementation effort, and dependencies.

Build inside the business. Expand across the portfolio.

Portfolio company automation

Implement a focused workflow in one company, test it with the operating team, and use what works as the starting point for other businesses. Reuse the approach while adapting to each company’s software, process, and responsibilities.

Examples include lead follow-up, CRM updates, reporting, invoice reminders, project handoffs, and internal approvals. Rollout follows a tested process, with a named owner and a way to handle exceptions.

A clearer starting point
with Phantom MRI.

You don’t need a finished automation roadmap. Bring a process that is slow, hard to see, or dependent on manual follow-up. We use the assessment to make the workflow understandable and the next step concrete.

Phantom MRI is currently offered through guided pilot assessments. Scope, access, and suitability are agreed before an assessment begins.

What we work toward

  1. A map of the workflowThe systems, people, recurring tasks, and handoffs involved.
  2. A prioritized set of opportunitiesWhat to automate, what needs human review, and what depends on better access or data.
  3. A scoped first buildClear ownership, prerequisites, and a way to evaluate the result.

A portfolio approach.
A practical first step.

  • Choose the first company. Start with a willing operating team and one defined reporting or workflow problem.
  • Agree on the evidence. Define the metric, the source, and how you’ll tell whether the change is useful.
  • Build and test. Validate the integration, approvals, and exception handling with the team that owns the process.
  • Adapt and expand. Document the workflow and assess which other companies have the same need and the access to support it.

Access stays scoped to approved companies and systems. Each rollout accounts for differences in data definitions, tools, and operating processes.

Before we start.

Do all portfolio companies need the same software?

No. We assess the existing systems and available integrations at each business. A shared reporting view needs agreed definitions; a shared automation approach still needs to fit each company’s tools and process.

Can we start with a dashboard or a single automation?

Yes. Start with the problem you already understand. A dashboard, an MRI-assisted assessment, or a focused automation can be the first engagement. We agree on the scope before building.

Does the dashboard update in real time?

Refresh schedules depend on the source systems, access, and reporting needs. We agree on those schedules and make freshness visible rather than assuming every company has a real-time feed.

What should we bring to the conversation?

Bring one portfolio company, the systems it uses, and a report or workflow that takes more effort than it should. We’ll discuss the desired outcome, access, and a sensible first scope.

Start with one company.
Build a repeatable approach.

Tell us where you need clearer numbers or less manual work. We’ll help define the first step.

Map my portfolio opportunities

A 30-minute workflow conversation with Phantom Workflow.