Built for private equity portfolio operations
Somewhere in your portfolio, one company is already selling to the next one’s best customer.
Cortado turns every account, contact, and closed deal across your portfolio companies into a single map — so you can find the revenue sitting between the businesses you already own, instead of guessing at it in a board deck.
The problem
Every portfolio has a second portfolio hiding inside it.
Ten, twenty, forty companies — each with its own CRM, its own account list, its own idea of who its best customer is. The overlap between them is real revenue, but nobody owns finding it, because it lives in the gap between systems no single portco can see across.
“What’s our synergy story?” shouldn’t be a question your operating partners answer from memory.
Capabilities
What Cortado actually computes
Cross-sell intelligence
Find the deal that already wants to happen
Every account, contact, and closed-won deal across your portfolio, cross-referenced into one likelihood matrix — which portco should be selling into which portco’s customers, ranked and ready for your next portfolio call.
ICP overlap
See which companies are hunting the same buyer
Buyer persona, company size, vertical, and geography, compared pairwise across every company you own. Overlap isn’t always cross-sell — sometimes it’s two portcos competing for the same logo without knowing it.
Data maturity scoring
Know which portco’s numbers you can trust
Domain coverage, geography, ACV completeness, loss-reason capture — scored per company, per field. Before you act on a synergy number, you know exactly how much of it is real.
Customer network
The same logo, showing up in three of your companies
Entity resolution across every portco’s account list surfaces the customers you already share — the fastest, least-risky expansion motion you have, because they’ve already said yes once.
Expansion mapping
Whitespace, ranked by who’s actually ready to buy
Propensity-scored expansion potential for every account in every portco — not a TAM estimate, a ranked list your portfolio ops team can hand straight to a portco’s sales lead.
Plus win/loss coaching notes generated from every portco’s lost-deal reasons, and an executive brief that assembles the above into the document you’d otherwise build by hand before every board meeting.
How it works
Three steps. No portfolio-wide CRM migration required.
01
Bring in what each portco already has
Accounts, opportunities, and product data from each company’s own CRM — no unified system required first.
02
Cortado resolves and scores it
Entity resolution across companies, data-quality scoring per field, ICP and cross-sell modeling — computed across the whole portfolio, not one company at a time.
03
You get plays, not a data dump
Ranked cross-sell opportunities, an executive brief, and a maturity scorecard — built for the next portfolio review, not a BI tool someone has to learn.
Who it’s for
Built for the people who have to answer for the whole portfolio
Operating Partners
You ask every portco the same question in every board meeting: what’s the synergy story. This is the answer, computed instead of asserted.
Portfolio Operations
You’re the one who’d have to build this in a spreadsheet otherwise — pulling exports from every portco’s CRM and guessing at overlap by hand.
Value Creation teams
Cross-sell and data-quality gaps you can point to by name, portco, and dollar figure — not a general mandate to “find synergies.”