For private equity
Portfolio intelligence across every portco.
Haydn parses every board pack, management account and transcript on arrival and turns it into live KPIs, tracked commitments, and flagged contradictions — ready for IC and portfolio reviews before the meeting starts.
- Onboard in a week
- No portco onboarding
- Every number cited to source
- EU or US data residency
- Never trained on your data
What PE teams use Haydn for.
Weekly work — from portfolio monitoring to IC prep to add-on diligence — that Haydn turns from days into minutes.
Board pack triage
Every portco board pack parsed on arrival — KPIs vs budget, cash runway, commentary — mapped to your portfolio schema before the meeting starts.
IC & portfolio review prep
Walk into investment and monitoring committees with the last four quarters of trajectory, open commitments, and flagged contradictions already pulled.
Value creation plan tracking
Every VCP initiative from 100-day plan to exit — owner, milestone, status — auto-updated from what management actually reported this month.
Add-on & bolt-on diligence
Drop a target's CIM, QofE and data-room files in. Haydn returns a draft IC memo — KPI trajectory, integration risks, flagged inconsistencies — cited back to the source pages.
Ingest. Standardize. Analyze.
Every board pack, compliance report, and management account becomes a structured, queryable view of your portfolio.
Ingest every document
Board packs, management accounts, compliance reports, earnings transcripts. Drop them in or have portcos send them through — Haydn parses every format and extracts every metric, not just the headline KPIs.
- PDFs, decks, spreadsheets
- Messy formats handled
- Audit trail per number
Standardize across the portfolio
Every portco reports differently. Compose EBITDA, working-capital and plan-variance metrics from each company's own line items using formulas — then compare like-for-like across the portfolio.
- Formulas per company
- Applied automatically
- Like-for-like comparisons
Analyze with an AI that remembers
Ask anything across the portfolio in plain English. Trajectory, open commitments, contradictions — answers come back in seconds, with every number cited to the exact line in the source pack.
- Cited to source
- Persistent memory
- Contradictions flagged
Three steps from raw document to committee-ready answer.
Connect
Connect Outlook, SharePoint, Drive and your CRM (Affinity, DealCloud) — or forward board packs in directly. No portfolio-company buy-in required.
Analyse
Haydn parses every board pack, extracts KPIs against plan, links commitments to prior quarters, and builds a live view of each portco.
Act
Ask questions, review flagged contradictions, track VCP milestones, and walk into IC or portfolio reviews already knowing the answers.
An AI that remembers every board pack, flags every contradiction, tracks every commitment.
Haydn sits on top of your portfolio's entire document history. Ask it anything — “What did Apex say about supply chain last quarter?”, “Which portcos are tracking behind their 100-day plan?”, “Show me every commitment Omega management has made this year.” — and get cited answers in seconds, with every claim traced back to the original board pack, transcript, or email.
- Persistent memoryEvery board pack, management account and transcript you've ever received, instantly queryable.
- Contradiction flagsWhen a portco's Q3 narrative drifts from what they said in Q1, Haydn surfaces both quotes side by side.
- Commitment trackingEvery 100-day-plan milestone, VCP initiative and management promise tracked through to completion.
No more spreadsheets. No more chasing. No more surprises at committee.
Your portcos won't stand up another tool. Reminder emails, half-filled templates, copy-paste into iLevel, off-the-shelf AI that chokes on 200-page board packs.
Haydn parses every board pack on arrival — numbers and narrative, structured and mapped to your schema. No portco onboarding, no new workflows.
Board packs, transcripts and monitoring KPIs live in different places — SharePoint, email, the ops deck — and nothing talks to each other.
One source of truth across SharePoint, Drive, Gmail and Outlook. Financials and management commentary cited in the same answer.
Partners walk into IC and portfolio reviews hoping they remember what management said last quarter.
Ask Haydn. Every commitment, every KPI, every side-comment from every pack — cited and ready.
See what your portfolio
actually looks like.
Thirty minutes. We'll show you how Haydn works
Every number cited to source · EU or US data residency · Never trained on your data