Private Equity Operating System — Transform Yourself and Portcos
One platform. Every tool your firm and portcos need. Replace SaaS sprawl with a unified AI-powered operating system — built for PE/VC speed.
Your stack is quietly bleeding money
Firms and portcos are drowning in overlapping tools. Here's what that chaos actually costs.
$21M
Avg annual SaaS waste per enterprise
51%
SaaS licenses go unused
217
Avg enterprise apps deployed today
4.3×
Duplicate tools per business function
HERD: Work replaces
Everything your firm runs on, unified
One intelligent operating system that orchestrates the tools you already know — without adding another app to your stack.
Deal Flow & CRM
Pipeline with LP-ready stage tracking, account signals & exec change alerts.
Workflow Automation
17+ node types — IC approvals, LP reporting, cross-portco routing.
AI Agents
Voice, text, video & outreach agents — SDR, meeting intel, daily briefings.
Document Collaboration
Word, Excel, Slides — native, real-time. No Google or Microsoft required.
Analytics & KPIs
Cross-portco benchmarks, EBITDA dashboards, SaaS utilization tracking.
Security & Compliance
AES-256 field encryption · SOC 2 Type II · MFA/WebAuthn · PII Redaction.
Purpose-built for how funds actually operate
- Deal flow pipeline with LP-ready stage tracking
- Fund & portco relationship mapping (Circles canvas)
- Investment committee approval routing workflows
- LP reporting automation & executive intelligence
- Cross-portco benchmark analytics & KPI dashboards
- Account signals: funding rounds, exec changes, news
- Multi-tenant: firm platform + isolated portco data
- Partner network: advisors, operating partners, vendors
Measurable value across the portfolio
$600K–750K
Avg SaaS waste recovered per portco / year
1.5×
EBITDA multiple uplift from operational maturity
54%
Higher SaaS utilization post-consolidation
Ready to consolidate your stack?
Let's map your firm and portcos, prove the value, and give your team back time for high-value decisions.
HERD: Work · getherd.ai — Sources: Zylo 2025 · Procure.io · Praxis Rock 2026 · Flexera 2026