Portfolio-Wide Visibility Without the Monthly Ask
You invested in construction companies for their growth potential. But without real-time visibility into backlog, pipeline, and cross-portfolio opportunities, you're managing a $500M portfolio with monthly PowerPoint decks. PE Ontology changes that.
Everything a PE Firm Needs. One Platform.
From executive visibility to cross-portfolio intelligence — built specifically for PE firms with construction portfolios.
Executive Dashboard
Real-time backlog, pipeline health, and sales activity across all portfolio companies. No more waiting for monthly decks — the data is always current, synced every 6 hours from Monday.com.
Portfolio Intelligence
Automatically detect shared customers across portfolio companies. When Company A and Company B serve the same client, that's a warm introduction opportunity worth activating.
Pipeline Management
Track every deal across the portfolio from bid to close. Stage-based views, estimator performance, and win/loss analytics — all synced from each company's Monday.com boards.
Distressed Project Alerts
Real-time distress scoring flags projects at risk. Catastrophic, severe, high, moderate — so your operations team can intervene before small issues become catastrophic failures.
AI Analytics
Chat with your portfolio data. Ask "which sector has the highest win rate?" and get instant answers. The AI remembers your goals and tracks recommendations over time.
Multi-Tenant Security
Each portfolio company is a separate network with isolated data. Role-based access controls per page. PE-level executives see across networks while company teams see only their own.
Why PE Firms Choose PE Ontology
Built specifically for the PE + construction intersection. Not a generic SaaS adapted for your industry.
Designed for multi-company portfolios
Connect 3, 5, or 20+ portfolio companies. Each gets their own workspace with their own data, users, and Monday.com boards. The PE-level dashboard aggregates across all of them.
Network effects compound over time
Every company you add increases the overlap detection surface. With 2 companies you might find 3 overlaps. With 8 companies, you find 40+. The value grows exponentially with portfolio size.
Construction-specific intelligence
Pipeline stages use construction terminology (Pending Job, Bidding Assigned, Active Project). Industry sectors match how construction companies think (Data Centers, Food & Bev, Oil & Gas). Not generic CRM fields.
Up and Running in Under an Hour
Connect portfolio company Monday.com accounts
Each company connects their own workspace via OAuth. Multiple accounts, one platform. Takes 2 minutes per company.
Upload customer lists
CSV exports from any CRM work. Smart column mapping auto-detects fields. Deduplication runs automatically.
Overlaps appear. Dashboards populate.
The executive dashboard shows live metrics across all companies. Customer overlaps are detected automatically. Distress scores start calculating. Your team gets immediate value.
FAQ for PE Firms
How many portfolio companies can I connect?
Starter supports up to 3, Professional up to 5, Enterprise is unlimited. Each company gets its own workspace with isolated data, users, and Monday.com connections.
Do my portfolio companies need to use Monday.com?
Monday.com is the primary integration for automatic syncing. Companies can also upload CSV exports from Salesforce, HubSpot, Procore, or any other system. Direct CRM integrations are on the roadmap.
Can I see data across all companies from one view?
Yes. The Executive Dashboard aggregates metrics across all connected portfolio companies. Backlog, pipeline, overlaps, and distressed projects are all visible from the PE-level view.
Is the data isolated between portfolio companies?
Yes. Each company is a separate network with its own users, data, and permissions. Only overlap matches (shared customers) are visible at the portfolio level. No company can see another's raw data.
What does it cost for a PE firm with 5 companies?
Professional plan at $2,499/mo covers up to 5 portfolio companies with unlimited users, AI analytics, presentations, and social media. Annual pricing is $2,099/mo. Enterprise is custom for 6+ companies.
Your portfolio companies deserve better than spreadsheets.
Real-time visibility across your entire construction portfolio. Try the demo — no credit card required.