Use Case

Discover Hidden Revenue in Your Portfolio

Upload customer lists from each portfolio company. The algorithm identifies shared customers automatically.

The Challenge

Manual processes waste time

PE Firms spend hours on tasks that PE Ontology automates. Stop doing by hand what AI can do in seconds.

No system designed for this

Generic tools require workarounds. PE Ontology was built specifically for this use case in construction.

Data lives in silos

The information you need is scattered across Monday.com, email, spreadsheets, and people's heads.

How PE Ontology Helps

Purpose-Built Feature

Upload customer lists from each portfolio company. The algorithm identifies shared customers automatically.

AI-Powered

The AI handles the repetitive work — generating content, extracting data, identifying patterns.

Integrated Pipeline

Everything connects to your deal pipeline. No more switching between 5 different tools.

$1.2B+
Pipeline Tracked
750+
Projects Managed
6hr
Auto-Sync
40+
Pages of Intelligence

Frequently Asked Questions

How does PE Ontology help with find shared customers across portfolio?

Upload customer lists from each portfolio company. The algorithm identifies shared customers automatically.

How long does setup take?

Under an hour. Connect Monday.com, upload data, start using immediately.

What does it cost?

Starter $749/mo, Professional $2,499/mo with AI features.

Ready to see it in action?

Try the live demo — no credit card required. See your construction pipeline, AI content, and portfolio intelligence in minutes.