Portfolio Resource Hub Software

Create a single source of truth for portfolio resources, community, and reporting

Content

House guides, playbooks, templates, & videos—indexed & searchable

Any type of content

Built on WordPress to handle text, images, downloads, videos, podcasts, embeds, etc.

Searchable

Global search to find the right resource, whether that’s a post, a PDF, an expert, or a peer

Gated Access

Limit resource access by role (e.g. only firm team, or only CFOs)

+ Content Services

OneGuide can help with ghostwriting, content loading, and content updating

Experts

List and review your go-to advisors, consultants, agencies, and vendors

Any type of expert

Your firm’s advisors, go-to consultants, or recommended vendors

Control intros

Choose whether to provide contact information or facilitate intros by request

Reviews

Track feedback on experts your portfolio companies have worked with

+ Expert Network

OneGuide hosts a network of 150+ “single shingle” consultants with tactical specialties

Events

Track registrations for portfolio events; archive recordings and materials from past events

Registration

Attendees can register, submit questions, and get a calendar invite for upcoming events

Recaps

Build a repository of past event recordings and slides

Interactive Transcripts

Integrate with Reduct to offer searchable, clickable transcripts of past events

+ Event Coordination

OneGuide can coordinate event invites, presentation graphics, recordings, and recaps

Community

Facilitate peer connections with a portfolio directory and discussion sub-groups

Value Creation Plans

Monitor the initiatives that underpin your investment thesis

Objectives

Set longer-term objectives, tied back to the investment thesis

Initiatives

Track shorter-term initiatives, with owners, timelines, and related resources

Rollup

Review the status of all objectives and initiatives across all the companies in your portfolio

+ Best Practice Sharing

OneGuide’s Portfolio Ops Leaders Network hosts events and content for value creation plan best practice sharing

Reporting

Keep track of logins, page views, event registrations, 1:1 connections, and feedback

Usage

Review most active users, most viewed content, and who viewed what

Events

Track event registrations, attendance, and feedback

Intros

Log connections made between portfolio companies and experts

+ Value Creation Case Studies

OneGuide helps create case studies to share portfolio value creation stories with LPs and prospects

Our Recipe for
Portfolio Ops Leverage

Use software to centralize information

Aggregate knowledge that lives in people’s heads (or drives)
Centralize in one place
Make it searchable

Cultivate a network of third-party experts 

Proprietary advisors
Go-to consultants
Trusted vendors (service & software)

Offload time-consuming activities

Member management
Event coordination
Content writing
Portal management

Portfolio Resource Hub Software

Create a single source of truth for portfolio resources, community, and reporting

Content

House guides, playbooks, templates, & videos—indexed & searchable

Experts

List and review your go-to advisors, consultants, agencies, and vendors

Events

Track registrations for portfolio events; archive recordings and materials from past events

Community

Facilitate peer connections with a portfolio directory and discussion sub-groups

Value Creation Plans

Monitor the initiatives that underpin your investment thesis

Reporting

Keep track of logins, page views, event registrations, 1:1 connections, and feedback

Our Recipe for
Portfolio Ops Leverage

Use software to centralize information

Cultivate a network of third-party experts

Offload time-consuming activities

Contact

Solutions

Resources

Portfolio Resource Hub Software

Create a single source of truth for portfolio resources, community, and reporting

Content

House guides, playbooks, templates, & videos—indexed & searchable

Our Recipe for Portfolio Ops Leverage

Use software to centralize information

Cultivate a network of third-party experts

Offload time-consuming activities

Our Recipe for
Portfolio Ops Leverage

Cultivate a network of third-party experts 