# Path

Ownership and investment layer

# Operate the entire portfolio

Connect reporting, plans, and value creation.

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

![Private Equity operations](/brand-imagery/v2-investment-committee.webp)

01Portfolio reporting

02Operating plans

03Value-creation tracking

## What teams are solving

01

Portfolio reporting arrives in inconsistent spreadsheets

02

Value-creation initiatives lose context between deal and operating teams

03

Board and LP updates are rebuilt manually every quarter

## One record. Every workflow.

01

### Portfolio reporting

02

### Operating plans

03

### Value-creation tracking

04

### Board reporting

05

### Data room

## What you can improve

01

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

02

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

03

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

## Works with your stack

[01

### Portfolio source systems

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

](https://path.dev/platform/connectors)[02

### Communication

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

](https://path.dev/platform/connectors)[03

### Documents and files

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

](https://path.dev/platform/connectors)

## Built with Path.

[

Multi-brand holding company

### Base

Base runs a portfolio of brands on Path.

](https://path.dev/customers/base)

## A few common questions

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.

## Also in Owners & Investors

[01Business OwnersRun the business without patchwork tools.](https://path.dev/solutions/industries/owners-operators)[02Venture CapitalConnect deal flow, portfolio support, and fund reporting.](https://path.dev/solutions/industries/venture-capital)[03EntrepreneursConnect shared services across owned businesses.](https://path.dev/solutions/industries/holding-companies)[04Operating PartnersTurn value-creation plans into accountable work.](https://path.dev/solutions/industries/operating-partners)[05Family OfficesSee every holding in one system.](https://path.dev/solutions/industries/family-offices-investors)

## Build the system behind Private Equity

[Get started](https://console.path.dev/signup)[Talk to us](https://path.dev/contact-sales)

Source: https://path.dev/solutions/industries/private-equity