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Operating partners at PE-backed platforms manage a portfolio that grows through acquisition, each new company arriving with its own accounting system, its own chart of accounts, and its own reporting cadence. Firm-level teams wait months for a clean data feed after every close, then rebuild the same reconciliation work by hand for every add-on that follows.
QuaerisAI connects to each portfolio company’s existing systems, no migration required, and resolves EBITDA, run-rate, and KPI questions through certified definitions applied consistently across the whole platform. Operating partners get a governed view of a newly acquired company within days of close, and every subsequent add-on joins the same certified roll-up without a re-platforming project.
A platform company built through a buy-and-build strategy accumulates portfolio companies faster than its finance function can standardize them. Each add-on arrives running its own accounting system, using its own chart of accounts, and closing its books on its own schedule. Getting a single, reliable KPI view across the platform means someone manually mapping every company’s numbers into a common format, every reporting cycle, indefinitely.
The result is a familiar pattern: the first few weeks after every close spent waiting on the new company’s finance team to produce usable data, followed by months of ad hoc spreadsheet work to fold that data into the platform’s existing reporting. Value creation initiatives that depend on clean, comparable data are delayed by exactly the same amount of time.
QuaerisAI connects directly to each portfolio company’s existing systems and resolves questions through a certified semantic layer, so EBITDA, run-rate adjustments, and core operating KPIs are defined once and applied consistently, regardless of which accounting system a given company runs on.
Because the platform reads data in place rather than requiring a warehouse migration, a newly closed acquisition can be connected and queried within days. Its numbers join the platform-wide roll-up through a certified mapping between its chart of accounts and the fund’s common KPI set, no re-platforming project, no waiting for the next scheduled data migration.
Instead of building the reconciliation logic from scratch for every new company, operating partners reuse the same governed pipeline, review, and act on what changed.
| Metric | Before QuaerisAI | With QuaerisAI |
|---|---|---|
| Time to first KPI view | Months after close | Days after close |
| EBITDA bridge | Rebuilt by hand per company | One certified bridge, platform-wide |
| Add-on KPI mapping | Manual reconciliation each cycle | Certified mapping, applied once |
| Board reporting prep | Multi-day scramble pre-meeting | Assembled from governed data |
| Access control | Manual, spreadsheet-based | Role-based, enforced at query time |
| Lineage | Difficult to reconstruct | Source-traceable by default |
| Auditability | Assembled after the fact | Logged automatically per query |
| Portfolio company IT burden | Weeks of integration work | Hours, read-only connection |
QuaerisAI gives operating partners a governed way to ask the questions that used to take days to answer:
Operating partners are under increasing pressure to demonstrate operational value creation rather than relying on multiple expansion or cheap leverage. Reducing the time spent on manual reconciliation is not the end goal, it is what frees up the time needed to actually run the value creation plan.
The next step for most platforms is connecting the current portfolio company, then bringing each subsequent add-on into the same certified roll-up as it closes, so KPI visibility keeps pace with deal velocity instead of lagging behind it.
