Ownership and investment layer

Operate the entire portfolio

Connect reporting, plans, and value creation.

01Portfolio reporting

02Operating plans

03Value-creation tracking

What teams are solving

Portfolio reporting arrives in inconsistent spreadsheets

Value-creation initiatives lose context between deal and operating teams

Board and LP updates are rebuilt manually every quarter

A consistent operating view across companies without flattening how each business works

Value-creation initiatives tied to owners, milestones, evidence, and current performance

Repeatable diligence, onboarding, reporting, and shared-service workflows

Connect company-level CRM, finance, and operating data to governed portfolio views.

Bring alerts, approvals, and follow-up into the channels teams already use.

Connect source documents to the records, decisions, and workflows they support.

Base runs a portfolio of brands on Path.

Does every portfolio company need the same system?

No. Shared standards can coexist with company-specific workflows, permissions, and source systems.

Can we begin during diligence?

Yes. Start with the diligence record and transition the same context into the post-close operating plan.