The Midici AI Portfolio Ops Platform
Every engagement we run is built on the same set of tools: data management, a way for your firm and its companies to work together, value creation dashboards, and a library of reusable workflows. Because that foundation already exists, your budget goes into the work that's specific to your portfolio.
Request a demoOur platform gives deal teams the tools they need to put AI to use across their portfolio, and measure its impact
Midici is the AI operating layer for private equity value creation. It sits alongside your monthly financial reporting, and our AI agent adds what the numbers can't say, collected automatically from the portfolio company team.
For your firm, that adds up to three big things: a single source of data you can trust, one place where deal teams and companies work from the same numbers, and a way to put your AI agents to work on all of it.
Data infrastructure for portfolio ops metrics
We pull metrics and context out of the board decks, monthly packages and emails your companies already send, maps them onto your scorecard's definitions, and adds context from the people inside each company.
Every number links back to the document and page it came from, is confirmed by an executive, and is permissioned by firm, company and role.
A shared operating layer for deal teams
Your deal team, portfolio operations and each company's executives work from the same confirmed numbers. The Value Creation Dashboard shows every company in one row, scored on the five value creation levers, and you can click into any company to see its thesis and the metrics behind each score.
We gather context from the right people over Slack and email, and executives sign off on what's shared.
An MCP server for AI agents
The same dataset is available through our MCP server, so you can ask a question about your portfolio in Claude or ChatGPT and get an answer drawn from your own companies' reporting.
Your team can build its own analyses and agents on top of it, and the same permissions apply as everywhere else on the platform.
How it works: no big process changes required, just better visibility for everyone
We start with the data packages (and processes) you already use, quietly capturing and enriching your monthly reporting over time with qualitative insights designed to improve portfolio performance.
We pull your critical portfolio ops metrics from the documents you already have
Just CC our agent on the email where you share your board deck or Monthly Reporting Package. It pulls out the key metrics and formats them into your Exit Scorecard rubric. Your current process stays exactly as it is.
We add the context behind those metrics, straight from the portfolio company
For metrics and insights that need more than a number, our agent reaches out over Slack and email to the right people at the right level, from executives to directors, managers, and team members. We turn what they tell us into a board-ready summary.
Work with your portfolio's data and fact base, in our platform or through MCP
Every snapshot rolls up into a searchable, filterable view of portfolio health, with drilldowns that show the context behind every number. Your team can also query it from Claude or ChatGPT through our MCP server.
We don't replace your BI tools or portfolio management platform. We replace the manual work of re-reading, cross-referencing and analyzing static board materials to find the signal buried in them.
How it helps
The platform does a different job for the firm and for the company, and both work from the same confirmed data.
For PE deal teams
- You assign analytical workflows across your portfolio, on whatever cadence you choose.
- You see each company's metrics with the human context behind every number.
- You track trends against your own exit scorecard and valuation targets.
- Every metric update is signed off by an executive, so there's a chain of accountability.
For portfolio company CEOs
- You get a current source of truth for the metrics that drive valuation.
- Insight from your teams reaches you automatically, without an all-hands.
- Your people answer us over Slack or email, so there's no new tool to learn.
- You see every analysis before it reaches your PE firm.
We give your firm a bird's-eye view of your portfolio companies' progress on the value creation levers, and let you dig in with your AI agent of choice
Value Creation Dashboard
Scale-invariant metrics scored against Midici Industry Benchmarks, the same bar for every company.
| Company | Grow Revenue | Expand Margins | Strategic Acquisitions | Pay Down Debt | Expand Exit Multiple |
|---|---|---|---|---|---|
| Haskins Reporting Co. | Score 82%, 4/5 metrics reported | Score 91%, 5/5 metrics reported | —Not scored, 0/1 metrics reported | Score 64%, 3/4 metrics reported | Score 77%, 4/5 metrics reported |
| Harbison Freight Systems | Score 58%, 3/5 metrics reported | Score 70%, 4/5 metrics reported | Score 100%, 1/1 metrics reported | Score 45%, 2/4 metrics reported | Score 62%, 3/5 metrics reported |
| Fenwick Badge & Access | Score 94%, 5/5 metrics reported | Score 66%, 3/5 metrics reported | —Not scored, 0/1 metrics reported | Score 88%, 4/4 metrics reported | Score 81%, 4/5 metrics reported |
| St. Albans Clinical Billing | Score 41%, 2/5 metrics reported | Score 55%, 3/5 metrics reported | Score 50%, 1/1 metrics reported | Score 72%, 3/4 metrics reported | Score 48%, 2/5 metrics reported |
| Tuckaway Outdoor Supply | Score 73%, 4/5 metrics reported | Score 84%, 4/5 metrics reported | —Not scored, 0/1 metrics reported | Score 60%, 3/4 metrics reported | Score 90%, 5/5 metrics reported |
You shouldn't have to pay for the same groundwork on every project
Almost every AI project in a portfolio starts with the same plumbing: logins and permissions, a way to get numbers out of board decks, a secure place to keep them, and a map of which companies belong to which fund. If a partner builds that from scratch for each client, you pay for it every time, and you wait for it every time.
We built it once. When we developed a custom value creation dashboard for one PE firm's portfolio operations team, the project started with metric extraction, access control, portfolio mapping and AI tooling already in place. The engagement was spent on the dashboard and workflow that team actually needed.
Every client runs on the same software, but each client's data is kept completely separate.
Security and access are built in
Board decks, financial packages and team-level input are some of the most sensitive material a firm holds. This is the part you least want rebuilt from scratch for each project, so it's part of the platform every engagement runs on.
Role-based access at every level
People at your firm see only the companies they're assigned to. Inside each company, every team member works at their own permission level, and each workflow's output is permissioned separately.
The CEO decides what gets shared
Your firm can see that a workflow ran in a company. Its results stay private until the company's CEO chooses to share them, which keeps executives willing to be candid.
A record that can't be edited
Every metric update, narrative change, workflow step, team input and access event is logged to an event timeline that can't be changed after the fact.
Isolated by design
Every organization runs in its own isolated environment, and data separation is enforced in the architecture, so one customer can't reach another's data.
