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

GROWTH

88

HEALTH

Meridian Health

Healthcare · $310M

87

GROWTH

84

HEALTH

Atlas Consumer

Consumer · $280M

79

GROWTH

76

HEALTH

Vantage Logistics

Industrials · $195M

61

GROWTH

58

HEALTH

CoreBridge Media

Media · $145M

44

GROWTH

41

HEALTH

ILLUSTRATIVE EXAMPLE

THE PROBLEM

Three Problems. One Platform.

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. Most firms find out about them when a banker calls.

02

Due Diligence

A data room tells you what a management team wants you to know. It does not tell you what the market knows independently: how the asset's commercial operation benchmarks against peers, what the audience actually looks like, where the competitive threats are building, and where the operational improvement opportunity lives before you model it.

03

Portfolio Visibility

Most firms manage portfolio company performance through quarterly reporting and management team updates. By the time a problem surfaces in a board pack it has been compounding for two quarters. The signals that predict underperformance exist in real time. By the time they surface in a board pack, the compounding has already started.

CRED gives every stage of the investment lifecycle the intelligence it deserves.

FRAGMENTED

The Current State

How most PE firms operate today

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

What CRED surfaces from the same signals

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, not the outcome level

CRED closes the intelligence gap at every stage. Deal Sourcing. Due Diligence. Portfolio Management.

HOW IT WORKS

From signal to decision in one platform.

Every target company signal, every portfolio health indicator, and every market move across your sectors. All continuously updated from CRED's intelligence across 50M+ companies and 700M+ contacts. Your team moves from reactive to predictive across the full investment lifecycle.

STEP 01

Connect

Unify everything.

200+ data sources bring together your target universe and your portfolio in a single continuously updated intelligence layer. CRED ingests public and proprietary signals simultaneously so every target assessment and every portfolio view reflects the complete market picture, not just what appears in a filing.

Financial Health Trends
Commercial Signals
Audience Size and Value
Hiring Velocity
Deal Comp Database
Peer Benchmarking

STEP 02

Score

Rank every opportunity.

Proprietary scoring models rank every target company, every portfolio asset, and every market signal. Target fit scores built on thesis alignment, lifecycle stage, and commercial profile. Portfolio health scores built on growth trajectory, commercial performance, and peer benchmarks. Every outcome your team records sharpens the next prediction, so the models get more accurate with every deal cycle.

Target Fit Score
Portfolio Health
Commercial Whitespace
Thesis Alignment
Holding Period Signal
Sector Momentum

STEP 03

Surface

Deliver at the point of decision.

Deal sourcing dashboards give your origination team a continuously updated target list. Asset intelligence reports give your diligence team the independent market picture before they open the data room. Portfolio health views give your operations team the early warning signals that quarterly reporting was never designed to surface.

Deal Dashboard
Asset Intelligence Report
Portfolio Health View
Sector Scanner
Comp Database
LP Reporting

DEAL SOURCING

The companies that match your thesis are already in the data. CRED surfaces them before they are in a process.

Proprietary deal flow is the single most durable competitive advantage in private equity. The firms that see the right companies first, before a banker creates a competitive process, consistently deploy capital at better valuations and with better information. CRED gives your origination team the systematic intelligence to build that advantage.

Target Identification

CRED scans your defined sector continuously across company size, growth trajectory, financial health, commercial profile, management quality, and lifecycle stage. The companies approaching the right moment for an investment conversation are surfaced before they retain an advisor.

Look-alike Modeling

Your best exits are your best sourcing tool. CRED maps the characteristics of your most successful investments and finds the companies in the market matching the same profile at an earlier stage. Growth trajectory, commercial model, management quality signals, market position, and sector dynamics. Systematic sourcing built on what you already know works.

Transaction Comps

Recent headline transactions with implied multiples across every sector CRED covers. The market context your deal team needs before any valuation conversation: not assembled from memory and news searches, but pulled from a continuously updated database of closed transactions with deal characteristics, buyer profiles, and valuation multiples.

SECTOR SCANNER / THESIS FIT SCORING

Sector: Technology, HealthcareRevenue: $75M – $500MGrowth Stage: Growth equityGeography: North America
COMPANYSECTORREVENUEGROWTHHEALTHFIT
Nexus Platforms
Technology$380M949196
Meridian Diagnostics
Healthcare$210M888591
Coastal Consumer Brands
Consumer$155M797784
Vantage Logistics
Industrials$195M615872
Brightfield Analytics
Technology$90M878288

Illustrative example

TRANSACTION COMP DATABASE

ASSETBUYERPRICEMULTIPLEYEARSECTOR
CloudBridge SaaSVista Equity$1.2B8.4x2024Technology
MedCore GroupKKR$890M11.2x2024Healthcare
Summit ConsumerBlackstone$640M6.8x2024Consumer
Vertex LogisticsCarlyle$520M7.1x2023Industrials
Riverside FCAldgate Capital$395M4.1x2023Sports

Illustrative example

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

DUE DILIGENCE

What the data room does not show you. CRED does.

A data room is a curated narrative. Management teams present the information that supports the story they want to tell. CRED builds the independent market picture: external data, commercial benchmarks, audience intelligence, and competitive analysis that sits beneath every data room and tells you what the market knows about an asset regardless of what appears in the CIM.

ASSET INTELLIGENCE REPORT

Buy-side advisory · Illustrative example

£2.8B

Enterprise Value

Implied 4.4x revenue

£634M

Revenue (FY24)

+12% YoY

£891M

Squad Market Value

Top 10 globally

£48M+

Sponsorship 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 clubs

Player wages above peer median

Submit any target company. Within 48 hours CRED returns a full asset intelligence report. No cost. No obligation.

PORTFOLIO MANAGEMENT

Your portfolio is already generating the signals that predict next quarter. CRED makes sure you see them first.

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 before the numbers confirm it.

Revenue growth now accounts for 54% of total value creation across PE investments globally. The firms that identify and act on commercial improvement opportunities earliest in the hold period consistently outperform those that wait for quarterly reporting to surface the same signals.

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

Portfolio Intelligence Platform

Your portfolio has 20, 50, or 100 companies. Each one has a management team telling you a story. CRED tells you what the market sees independently: growth trajectory, commercial performance, hiring velocity, competitive position across every company in the book simultaneously. 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

Which portfolio companies have the highest commercial improvement opportunity? CRED identifies the specific gaps: unfilled inventory categories, below-median revenue per headcount, digital revenue underperformance. Each gap is benchmarked against what comparable assets have achieved.

02

Sector Scanner and Competitive Intelligence

Which portfolio companies are losing ground to competitors before it shows up in revenue. Which adjacent sector moves are creating pressure or opportunity for your book. CRED surfaces all of it continuously.

PORTFOLIO COMPANY HEALTH GRID

Healthy
Watch
Risk

COMPANY

SECTOR

REVENUE

EMPLOYEES

GROWTH

HEALTH

Nexus Platforms

Technology

$420M

2.1K

92

88

Meridian Health

Healthcare

$310M

4.8K

87

84

Atlas Consumer

Consumer

$280M

3.2K

79

76

Vantage Logistics

Industrials

$195M

1.9K

61

58

CoreBridge Media

Media

$145M

1.1K

44

41

Summit Retail

Consumer

$220M

5.4K

73

71

Illustrative example

We will map the intelligence gaps across your portfolio and show you what CRED surfaces on each asset before you commit to anything.

EMERGING MANAGERS AND LEAN FUNDS

Two or Three People. One Fund. CRED Automates Everything Except the Decision.

The fastest growing segment in private markets is not the mega-fund. It is the emerging manager: a one to three person investment team with institutional LP expectations, a disciplined thesis, and no research team behind them. Every intelligence job that a Tier 1 firm assigns to a dedicated analyst: deal screening, pre-meeting prep, investment memo drafting, portfolio monitoring, LP reporting: all of it falls on the same two or three people making the decisions. CRED removes that work so your time goes entirely to the one job that cannot be automated. Reading the opportunity. Making the call.

Pre-Meeting Intelligence

Before every founder call, CRED pulls the complete market intelligence brief automatically. Market sizing and category momentum. Competitive landscape and displacement risk. Founding team signals from hiring patterns, content activity, and professional history. The questions worth asking are surfaced before the call starts.

Investment Memo and TAM Generation

Market sizing, competitive landscape, and category intelligence reports generated on demand. The analytical foundation of an investment memo produced automatically from CRED's data layer so your team focuses on the judgment call rather than the research assembly. TAM assessments that reflect live market signals rather than static analyst reports from six months ago.

LP Reporting Intelligence

Portfolio performance data, market benchmarks, and competitive context surfaced automatically so LP updates take minutes to prepare rather than hours. The substantive reporting that used to require a dedicated analyst generated on demand. Every LP conversation backed by current market data rather than assembled from memory and last quarter's deck.

DEAL FLOW / THESIS FIT RANKING

Brightfield Analytics

B2B SaaS / Series B

94
Category Momentum HighFounding Team Signal StrongMarket Timing Optimal

CorridorHealth

Healthcare Services / Series C

88
Founding Team Signal StrongMarket Timing Optimal

PulseWave Media

Digital Media / Growth

79
Category Momentum High

IronBridge Capital

Fin Services / PE-backed

61
Below Thesis Size

Illustrative example

LP REPORTING OUTPUT / Q2 2026

ILLUSTRATIVE EXAMPLE

+31% avg

Portfolio ARR Growth

vs +24% cohort median

Above peer set

Market Benchmark

4 of 5 companies

3 sectors ↑

Category Momentum

across portfolio verticals

The firms that build intelligence infrastructure early compound their advantage every fund cycle. The ones that wait find themselves competing against teams that have been running on better data since day one.

We will show you how CRED operates for a lean fund: your thesis, your portfolio, and your target sectors.

HOW TEAMS USE IT

Four Moments Where CRED Changes the Outcome.

Pre-LOI Diligence

Before submitting a letter of intent, pull the full asset intelligence report. Commercial operations benchmarked against the peer set. Audience intelligence sized and segmented independently. Valuation comps from recent transactions in the sector. The intelligence that tells you whether the management team's narrative is supported by what the market knows about the asset, before you are in a room negotiating terms. The questions you ask in diligence change when you already know the answers the data room is not showing you.

PRE-LOI INTELLIGENCE BRIEF

CONFIDENTIAL

Above median

Revenue vs Peers

64.5M fans

Audience Size

£48M+

Whitespace Upside

3 categories

Data Room Gap

DATA ROOM NOT SHOWING

Hospitality yield is 22% below comparable properties. Digital revenue growing fast but monetisation conversion underperforms peer set by 31%. Both addressable in the first 18 months of hold.

TRANSACTION COMP CONTEXT

Recent comparable: 4.2x–5.8x EV/Revenue. Current ask at 4.4x sits at the lower half of range given peer set outperformance.

CRED DATA ADVANTAGE

Intelligence built for the full investment lifecycle: data depth and benchmarking precision in one platform.

PE-SPECIFIC DATA 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 of each portfolio company 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 of any target asset
Transaction Comp DatabaseImplied multiples from recent headline transactions across every covered sector
Holding Period SignalPortfolio companies approaching typical exit horizon with market readiness indicators
Management Quality SignalsHiring velocity, leadership stability, and talent acquisition patterns as proxies for operational strength
Sector Momentum ScoreMarket signal activity and competitive dynamics across any defined investment sector
Founding Team SignalHiring patterns, content activity, and professional history as proxies for founder quality and category conviction
Category Momentum ScoreMarket timing signals showing which categories are in an active investment window vs which have peaked
TAM Validation ScoreLive market signal assessment of addressable market size against a startup's stated TAM

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

Source: McKinsey Global Private Markets Report, 2025

2x

PE sports deals doubled YoY in 2024

Source: SportsPro / City AM, 2025

53%

Buyout portfolio companies held 4+ years

Source: Bain Global Private Equity Report, 2025

4.8%

PE annual returns above public markets since 2000

Source: Ocorian - Global Asset Monitor, 2025

54%

Revenue growth accounts for 54% of total value creation across more than 10,000 global PE investments. Multiple expansion contributes 32% and margin improvement just 14%.

Gain.pro, 2025 Private Equity Value Creation Report

46%

46% of overall PE returns are now driven by business improvement, eclipsing financial engineering and multiple arbitrage.

Simon-Kucher, Value Creation in Industrials and B2B Services, 2024

75%

Financial engineering should account for just 25% of PE efforts. The remaining 75% should focus on operational value creation.

Accenture - The Evolving Private Equity Playbook

$10.8T

Global private equity assets reached a record $10.8 trillion in 2024. Private equity has outperformed public markets, delivering annual returns 4.8% higher since 2000.

Ocorian, 2025

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 against the market. The portfolio companies that need attention are already generating the signals. And if you are running a lean fund, the research work that is consuming your decision-maker time is the first thing CRED removes. CRED makes all of it visible, ranked, and actionable across deal sourcing, due diligence, and portfolio management: so every investment decision starts from what the market actually knows, not just what management chooses to show you.

EXECUTIVE BRIEFING

What you'll walk away with:

A live intelligence assessment using your target sector, your investment thesis, and your current portfolio. We will show you the companies that match your thesis right now, what CRED surfaces on any asset you are evaluating, and how your portfolio companies benchmark against their peer set. Before you commit to anything.

SAMPLE ASSET REPORT

What you'll receive:

Submit any target company. Within 48 hours CRED returns a full asset intelligence report covering commercial operations, audience intelligence, competitive position, and valuation context. No cost. No obligation.