See Your Entire Construction Portfolio in One Dashboard
Stop waiting for monthly decks from your portfolio companies. PE Ontology gives you real-time visibility into backlog, pipeline health, sales activity, and cross-portfolio opportunities — for every construction company you own.
The Problem PE Firms Face
Monthly reporting lag
You wait weeks for operating partners to compile decks. By the time you see the data, it's already stale. Decisions are made on last month's numbers.
Fragmented visibility
Each portfolio company uses different tools — Monday.com, spreadsheets, Procore, email. There's no single view across the portfolio.
Missed cross-sell opportunities
Company A and Company B share a customer, but nobody knows. Warm introduction opportunities go undiscovered because the data lives in silos.
What the Executive Dashboard Does
Every metric your PE firm needs, updated every 6 hours without anyone lifting a finger.
Live Backlog Tracking
See the total backlog value across all portfolio companies in real time. Track pre-award pipeline, active projects, and completed work — no manual data entry.
Pipeline Health Metrics
Deal pipeline broken down by stage: pending, bidding, awarded, active, completed. Know where every dollar is in the sales funnel across all companies.
Cross-Portfolio Overlaps
Automatically detect shared customers between portfolio companies. When Company A and Company B both serve the same client, that's a warm introduction opportunity.
Auto-Synced from Monday.com
Connect each portfolio company's Monday.com workspace. Data syncs every 6 hours automatically. No manual exports or data entry required.
AI-Powered Analytics
Chat with your portfolio data. Ask questions like "Which sector has the highest win rate?" and get instant answers with trend analysis and pattern recognition.
Role-Based Access
Give executives read-only dashboards while BD teams manage pipeline details. Each user sees only what they need — fully configurable per role and per page.
Up and Running in Under an Hour
Connect your Monday.com workspaces
Each portfolio company connects their own Monday.com workspace via OAuth. Multiple accounts, one platform. Takes 2 minutes per company.
Data syncs automatically
Boards, deals, and customer data sync every 6 hours. The executive dashboard populates immediately with live metrics across all companies.
See the full picture
Backlog by company, pipeline by stage, customer overlaps by region. The AI analytics layer identifies trends and opportunities you'd never see in spreadsheets.
Frequently Asked Questions
How does PE Ontology get data from our portfolio companies?
Each portfolio company connects their Monday.com workspace via a simple OAuth flow — click a button, authorize, done. Data syncs automatically every 6 hours. Companies can also upload CSV files from Salesforce, HubSpot, or Procore.
Can different portfolio companies have different access levels?
Yes. PE Ontology uses role-based access control with per-page permissions. Executives can see the portfolio dashboard while BD managers only see their company's pipeline. Each network is completely isolated.
What if our portfolio companies use different tools?
Monday.com is the primary integration, but companies can also upload CSV exports from any system. Direct integrations with Salesforce, HubSpot, and Procore are on the roadmap.
How long does setup take?
Under an hour for most firms. Connect Monday.com accounts (2 min each), upload customer lists, and the overlap detection runs automatically. The executive dashboard populates as soon as data is synced.
What does PE Ontology cost?
Starter is $749/mo for up to 3 portfolio companies. Professional is $2,499/mo for up to 5 companies with AI analytics, presentations, and social media. Enterprise is custom pricing for 6+ companies.
Stop waiting for monthly decks.
See your entire construction portfolio in real time. Try the live demo — no credit card required.