Running across branches
The shared system every company plugs into
One system over many stacks: orders, jobs, and numbers rolling up without re-keying.
Who we help · Private equity platforms
Turn the value-creation plan into working systems. Across companies, workflows, and reporting.
We implement reporting, integration, and operating workflows across the portfolio with operating partners and company leaders.
[ 01 ] · Find your workflow
Six workflows we automate in Private equity. Start with the one slowing the plan.
Each one has its own page: where the work breaks down today, what we build, and what it costs to start.
Six pages · one build each
01 · Systems integration
New companies on your systems in weeks
The acquired company's orders, customers, jobs, and reporting mapped into the platform's operating systems.
See the workflow
02 · Systems integration
One set of numbers everyone trusts
PSA, RMM, documentation, and billing agreeing with each other, drift flagged the day it appears.
See the workflow
03 · Systems integration
Accounting that reconciles itself
Field and job systems talking to accounting. Seats, devices, and agreements reconciled monthly, with creep flagged.
See the workflow
04 · AI agents and tooling
Reports that write themselves
Recurring reports and review decks assembled by the system from live data, reviewed by a human before they go out.
See the workflow
05 · Systems integration
One entry, everywhere
Typed once, flowing from bid to schedule to field to invoice to accounting without being typed again.
See the workflow
06 · Growth systems
More output from the team you already pay
Admin stripped out of the week, so the same team ships more.
See the workflow
[ 02 ] · Where the time goes
The thesis is synergy. The reality is six versions of everything.
What we hearWhat's actually happeningWhere
Every branch, different software
Each acquisition kept its stack. Nothing rolls up without a person in the middle.
Integration
Reporting assembled by hand
The monthly package is a spreadsheet relay across branches, finished the night before the board call.
Reporting
The playbook lives in people
The operating model is real, but it travels by plane and training session instead of by system.
Playbook
Diligence finds, nobody builds
The value-creation plan names the leaks. Eighteen months later they're still open, because nobody owned production.
Execution
[ 03 ] · What we build
The kind of thing we ship.
Client-controlled · Built for handoff
Running for the board
Reporting that assembles itself
Branch numbers landing nightly, so the monthly package is a review, not a relay.
Running at each add-on
The repeatable playbook
The integration checklist as software, with the same owners, controls, and handoffs applied to each add-on.
A fractional AI Lead and engineers, working through one implementation at a time.
AI Lead includedClient-controlledBuilt for handoff
[ 04 ] · How it gets built
Built around the operating plan. Designed for client control.
01Your operation
What we build
An agent maps each portfolio company onto one reporting standard and reconciles what does not line up, so the monthly pack assembles itself.
02On a schedule
How it runs
A scheduled job pulls from every company overnight. The pack is waiting before anyone asks for it.
03Engineer-led delivery
Why it lasts
We choose AI, software, automation, and integrations around the business problem. Senior engineers remain responsible for architecture, testing, reliability, and what ships.
AI Lead included · First build live in 10 business days · You own everything we build
[ 05 ] · FAQ
Straight answers.
The questions Private equity operators ask on the first call.
Ask yours on a call →How do you price platform work?
The 10-Day AI Build Sprint is $2,500 fixed for one agreed outcome. The ten-business-day clock starts after scope approval, required access and kickoff. Half is paid upfront and half when the Definition of Done is met, subject to the Ship Guarantee. Larger implementations are scoped separately.
How do you decide whether an operating company is a fit?
Fit depends on operational complexity, measurable potential value, readiness, and the ability to invest, not a fixed company-size threshold.
Who owns what gets built?
The client owns custom code, data, documentation, accounts, and intellectual property created specifically for it under the agreement, typically after applicable fees are paid. PivotScale retains its pre-existing tools, frameworks, libraries, methods, and know-how.
Can you start with one operating company?
Yes. A qualified client can start with any PivotScale offer. One operating company can be a practical place to prove value before expanding the roadmap.
Do you use AI in every system?
No. We start with the business problem, then use AI, software, automation, or integrations where each creates the most value.
One call · One real problem
Ready to get it built?
Bring one thing from your backlog. We'll tell you what it takes, whether a Sprint fits, and what to do next.
Book a call →Not ready for a call? Pick a workflow above or open the free planner.