[ PE AND INVESTMENT FIRM INTELLIGENCE ]

Every deal has a data room. How many have an intelligence layer?

CRED gives private equity and investment firms the intelligence to source better deals, evaluate assets with depth no data room provides, and see what is happening across the portfolio before the board pack tells you what happened.

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Portfolio Intelligence Platform

Portfolio Company Health

77

Portfolio Companies

$1.35B

Top 5 Combined Revenue

87.1K

Total Employees

83.0

Avg Growth Score

Portfolio health / ranked by growth score

Nexus Platforms

Technology / $420M

92

Meridian Health

Healthcare / $310M

87

Atlas Consumer

Consumer / $280M

79

Vantage Logistics

Industrials / $195M

61

CoreBridge Media

Media / $145M

44

Illustrative example

[ THE PROBLEM ]

Three problems. One intelligence layer.

CRED gives every stage of the investment lifecycle the same operating rhythm: signal, benchmark, prioritize, act.

01

Deal Sourcing

Your deal flow is built on relationships, sector knowledge, and what the market surfaces. The companies that match your thesis and are approaching the right lifecycle moment are in the data before they are in your pipeline.

02

Due Diligence

A data room tells you what a management team wants you to know. It does not show how the asset benchmarks against peers, where competitive threats are building, or where the operational improvement opportunity lives.

Intelligence at every investment decision

03

Portfolio Visibility

Most firms manage portfolio performance through quarterly reporting. The signals that predict underperformance exist in real time, long before they surface in a board pack.

Fragmented

The current state

Deal flow dependent on banker relationships and market timing

Diligence limited to what management chooses to disclose

Portfolio health assessed quarterly through management reporting

Commercial benchmarks assembled manually from public sources

Competitive threats detected after they reach the board agenda

Unified

CRED intelligence layer

Target companies surfaced before they enter a formal process

Independent market intelligence beneath every data room

Portfolio health scored continuously against live market signals

Commercial benchmarks updated in real time against peer set

Competitive threats detected at the signal level

CRED closes the intelligence gap at every stage: deal sourcing, due diligence, and portfolio management.

See What CRED Finds in Your Market
[ HOW IT WORKS ]

From signal to decision in one platform.

Every target signal, portfolio health indicator, and market move across your sectors is continuously updated from CRED's intelligence layer.

STEP 01

Connect

Unify everything.

Two hundred plus data sources bring together your target universe and portfolio in one continuously updated intelligence layer.

Financial HealthCommercial SignalsAudience ValueHiring Velocity

STEP 02

Score

Rank every opportunity.

Proprietary models score target fit, portfolio health, commercial whitespace, thesis alignment, and sector momentum.

Target FitPortfolio HealthWhitespaceSector Momentum

STEP 03

Surface

Deliver at the point of decision.

Dashboards, asset intelligence reports, portfolio health views, sector scanners, and comp databases meet each team where decisions happen.

Deal DashboardAsset ReportHealth ViewLP Reporting
[ DEAL SOURCING ]

The companies that match your thesis are already in the data.

CRED surfaces target companies before they are in a process, giving origination teams a systematic intelligence advantage.

Capability 01

Target Identification

CRED scans your defined sector continuously across size, growth trajectory, financial health, commercial profile, management quality, and lifecycle stage.

Capability 02

Look-Alike Modeling

Your best exits become your best sourcing tool. CRED maps successful investment characteristics and finds earlier-stage companies matching the same profile.

Capability 03

Transaction Comps

Recent headline transactions, buyer profiles, and implied multiples are pulled from a continuously updated database rather than assembled from memory.

Sector Scanner

Thesis fit scoring

TechnologyHealthcare$75M-$500MGrowth equityNorth America

Nexus Platforms

Technology / $380M revenue

96

Meridian Diagnostics

Healthcare / $210M revenue

91

Coastal Consumer Brands

Consumer / $155M revenue

84

Vantage Logistics

Industrials / $195M revenue

72

Brightfield Analytics

Technology / $90M revenue

88

Illustrative example

CloudBridge SaaS

Vista Equity / Technology

$1.2B

Price

8.4x

2024

MedCore Group

KKR / Healthcare

$890M

Price

11.2x

2024

Summit Consumer

Blackstone / Consumer

$640M

Price

6.8x

2024

Vertex Logistics

Carlyle / Industrials

$520M

Price

7.1x

2023

We will show you the companies in your target sector that match your investment thesis right now.

Schedule Executive Briefing
[ DUE DILIGENCE ]

Independent market intelligence beneath every data room.

A management data room tells you what the asset wants you to know. CRED adds the outside-in market view: commercial benchmarks, audience value, competitive position, and value creation opportunities.

Asset intelligence report

CRED turns diligence from static document review into a live intelligence workflow. Your team sees the data-room gaps before management explains them.

Executive Summary

Pre-LOI diligence brief

Confidential

£2.8B

Enterprise Value

Implied 4.4x revenue

£634M

Revenue FY24

+12% YoY

£891M

Market Value

Top 10 globally

£48M+

Whitespace

Identified upside

Key Opportunities

Naming rights category unfilled

APAC broadcast rights undermonetized

Digital fan revenue below peer median

Key Risks

Revenue concentration in 3 categories

Competitive pressure from Tier 1 assets

Player wages above peer median

+18%

Revenue per headcount

Above peer median across commercial teams

£48M

Sponsorship whitespace

Naming rights and digital categories underfilled

3 flags

Competitive pressure

Tier 1 rivals growing commercial yield faster

4.2-5.8x

Valuation context

Recent comparable range supports lower-half ask

Submit any target company and CRED returns the independent asset intelligence that changes the diligence questions.

Request a Sample Asset Report
[ PORTFOLIO MANAGEMENT ]

Your portfolio is already generating the signals that predict next quarter.

Quarterly reporting tells you what happened. CRED tells you what is happening in real time, across every portfolio company, benchmarked against the market signals that predict performance.

Portfolio intelligence platform

The quarterly board pack is replaced by a live intelligence layer that does not wait for management to report what the data already shows.

01

Commercial Acceleration

CRED identifies specific gaps: unfilled inventory categories, below-median revenue per headcount, and digital revenue underperformance.

02

Sector Scanner

CRED surfaces which companies are losing ground to competitors before it shows up in reported revenue.

Source: Gain.pro, 2025 Private Equity Value Creation Report.

Portfolio Company Health Grid

Nexus Platforms

Technology / $420M / 2.1K employees

92/88

Meridian Health

Healthcare / $310M / 4.8K employees

87/84

Atlas Consumer

Consumer / $280M / 3.2K employees

79/76

Vantage Logistics

Industrials / $195M / 1.9K employees

61/58

CoreBridge Media

Media / $145M / 1.1K employees

44/41

Growth / health scores, illustrative example

54%

Value creation from revenue growth

20-100

Typical portfolio companies

Live

Signal refresh cadence

Peer set

Benchmarking model

We will map the intelligence gaps across your portfolio and show what CRED surfaces on each asset.

Schedule Executive Briefing
[ EMERGING MANAGERS AND LEAN FUNDS ]

Two or three people. One fund. CRED automates everything except the decision.

Lean investment teams carry institutional LP expectations without a research bench. CRED removes the research assembly so decision-maker time stays on judgment.

Pre-Meeting Intelligence

Before every founder call, CRED pulls the market sizing, category momentum, competitive landscape, and founding team signals worth asking about.

Investment Memo and TAM Generation

Market sizing, competitive landscape, and category intelligence reports are generated on demand from the data layer.

LP Reporting Intelligence

Portfolio performance, market benchmarks, and competitive context are surfaced automatically so LP updates take minutes.

Deal Flow / Thesis Fit Ranking

Emerging manager workflow

Q2 2026

Brightfield Analytics

B2B SaaS / Series B

94

CorridorHealth

Healthcare Services / Series C

88

PulseWave Media

Digital Media / Growth

79

IronBridge Capital

Fin Services / PE-backed

61

+31%

Portfolio ARR growth

4 of 5

Above peer set

3 sectors

Category momentum

The firms that build intelligence infrastructure early compound their advantage every fund cycle.

[ HOW TEAMS USE IT ]

Four moments where CRED changes the outcome.

The same intelligence layer appears at the point of decision, whether the team is sourcing, diligencing, reviewing, or reporting.

Pre-LOI Diligence

Pull the full asset intelligence report before submitting a letter of intent: commercial benchmarks, audience intelligence, valuation comps, and data-room gaps.

Pre-LOI Diligence / Intelligence Output

Commercial operations benchmarked

Decision signal 01

Live

Audience value independently sized

Decision signal 02

Ready

Valuation comps refreshed

Decision signal 03

Ready

CRED keeps each investment workflow attached to the same source of live market truth.

[ CRED DATA ADVANTAGE ]

Data depth and benchmarking precision in one investment lifecycle platform.

The page-level visual system stays restrained because the substance is the advantage: live company, contact, market, and benchmark intelligence organized into PE-specific models.

Data PointWhat It Tells You
Target Fit ScoreHow closely a company matches your investment thesis on size, growth, commercial profile, and lifecycle stage
Portfolio Health ScoreGrowth trajectory and commercial performance vs peer set, continuously updated
Commercial Whitespace EstimateUnfilled inventory categories and revenue improvement opportunity vs achievable benchmarks
Asset Intelligence ScoreCommercial health, audience size, operational benchmarks, and competitive position
Transaction Comp DatabaseImplied multiples from recent headline transactions across covered sectors
Sector Momentum ScoreMarket signal activity and competitive dynamics across any defined investment sector

CRED Platform Coverage

50M+

Companies in the intelligence database

700M+

Contacts tracked globally

200+

Data connectors

4.6B

Consumer profiles

180+

Countries with data coverage

99.9%

Platform uptime SLA

Market Context

$2.0T

Global PE deal value in 2024

2x

PE sports deals doubled YoY in 2024

53%

Buyout portfolio companies held 4+ years

4.8%

PE annual returns above public markets since 2000

54%

Revenue growth accounts for most PE value creation across global investments.

46%

Overall PE returns are increasingly driven by business improvement.

75%

Operational value creation should dominate PE effort over financial engineering.

$10.8T

Global private equity assets reached a record scale in 2024.

[ THE INTELLIGENCE LAYER FOR THE FULL INVESTMENT LIFECYCLE ]

Every deal has a data room. Now it has an intelligence layer.

The targets worth pursuing are already in the data. The assets you are evaluating are already benchmarked. The portfolio companies that need attention are already generating the signals.

Executive Briefing

What you will walk away with

A live intelligence assessment using your target sector, investment thesis, and current portfolio.

Schedule Executive Briefing

Sample Asset Report

What you will receive

Submit any target company and receive a full asset intelligence report covering commercial operations, audience intelligence, competitive position, and valuation context.

Request a Sample Asset Report