Meet Maestro
Centralize, realize and optimize your value creation strategy, execution, and governance in one unified platform.
Advancing workflows
through technology
Maestro provides PE sponsors and PE-backed companies with the tools they need to collaboratively execute value creation plans and achieve stronger returns.
Discover the extensive range of features in Maestro, supporting all phases of value creation and designed exclusively for PE.
Centralize value creation
A single workspace – one central hub to manage, review, and measure value creation for PE firms, and a powerful tool to coordinate, track, and report on strategic initiatives for Portfolio Companies.
- Customize goal-oriented frameworks and establish, align, and monitor plan priorities.
- Link VCP to individual and portfolio-wide OKRs.
- Access real-time financial and operational metrics.
- Seamlessly integrate workflows, collaboration, and communication tools.
- Access a 360-degree view of performance.
Plan, Align & Monitor | Key Features
Value bridge
Visualize your investment thesis with long-term progress against exit plans.
Personalized dashboards
Configure dashboards across data sets to understand which strategies are propelling portfolio growth.
Embedded analytics
Custom visualizations via PowerBI combine quantitative and qualitative data for a holistic view of performance.
Integrations
Aggregate real-time financial and operating data and integrate collaboration and communications tools into one centralized platform.
Tailor and control access to plan detail
Ensure Investment, Operating and Management team members access only what is needed to execute their part of the plan and streamline data capture and consumption views.
Realize strategy execution
& governance
Capture insights and monitor progress against key metrics with features designed to streamline strategy execution and governance workflows for management teams and accelerate operational alpha across the portfolio.
- Identify value levers to determine which strategies drive portfolio growth.
- Visualize project timelines with customizable charting and Power BI integrations.
- Monitor the status of ongoing initiatives with unified tables and timelines.
- Advanced project management tools with dependent, overlapping, and unscheduled tasks.
- Streamlined assessments and surveys for ESG, talent development, cyber and other internal initiatives.
Execute & Track | Key Features
Unified KPI tables and timelines
Seamless KPI management with a unified timeline to view, track and progress KPIs in one place.
Personalized dashboard and snapshots
Build personalized dashboard views and access snapshots to easily reference past data to understand changes and trends over time.
Surveys and assessments
Establish a consistent approach for talent, ESG, cybersecurity and other company assessments with configurable templates for surveys, scorecards and monitoring.
In-app notifications and alerts
Receive time-sensitive alerts related to assignments, deadlines, invitations, or anything in need of immediate attention.
Workflow and project management
Blend standard project management functionality with value creation analysis and customized reporting with unlimited levels of tasks, subtasks and dependencies.
Optimize reporting & measurement
Drill down from high-level analysis of all value creation priorities to granular status updates with ease, and automate reports calibrated to the unique needs of diverse stakeholders, including operating partners, deal teams, boards, and LPs.
- Report with real-time financial and operational data for multiple audiences, meeting types & cadences.
- Seamlessly generate reports in Excel, PDF, and PPT with a single click.
- Monitor and analyze the impact of your value creation plan and initiatives on financials.
- Access curated and presentable portfolio data within customized templates.
Measure & Report | Key Features
Automated and flexible reporting
Build and automate granular or high-level reports based on stakeholder requirements & meeting objectives with flexible reporting capabilities.
Power BI dashboards
Craft, analyze, and disseminate comprehensive visualizations of cross-portfolio metrics data effortlessly.
Configurable charting
Gain insights into the key factors driving growth, whether in revenue, value, or EBITDA.
Customizable templates
Quickly access curated and presentable portfolio data within customized templates to share with team members and stakeholders via export or in-app.
Get the latest
product updates
Visualization Powered by PowerBI, Analytics Upgrades, Reporting Flexibility and Enhanced Project Management Features.
Features in Focus
Embedded BI & Reporting
Maestro Integrations
Personalized Dashboards
Analyze your data, your way with Maestro Embedded BI
Embedded BI for deeper insights
Gain data-driven insights into key growth levers with quantifiable and objective portfolio-wide assessments and reports that showcase connections and correlations between performance and the bottom line.
Unlock the full potential of Private Equity data
Learn how Maestro helps operating partners, portfolio company management, and all those involved in executing the value creation plan visualize and derive value from captured data with the latest Embedded BI features.
Schedule a product demo
Serving the world’s premier private equity firms and their portfolio companies, with offices in New York City and Boston.
Where to Find Us:
New York City
One Vanderbilt Ave, 24th FloorNew York, NY 10017
Boston
111 Huntington St, 6th Floor,Boston, MA 02199
Eager to learn more?
Download our brochure to learn more about how you can accelerate value creation at your firm.
