For Private Equity firms and their portfolio companies
Portfolio Oversight.
Support every company.
One platform for the whole portfolio. Every portfolio company reports KPIs, Must Win Battles and initiative progress against shared definitions and deadlines — and gets the playbooks, policies and frameworks to move forward. And much more.
The 5CX model
Two dimensions.
One platform.
01 · Oversight
Know the portfolio.
See how each company's strategy translates into performance. Connect Must Win Battles, initiatives, commercial plans, KPI reporting and risks — with the decisions and owners behind them.
Illustrative product preview · Fictional data
02 · Enablement
Strengthen every company.
Give portfolio companies the tools to meet your expectations. Share sales playbooks, policy templates, courses and board materials — alongside frameworks for their own strategy, initiatives and reporting.
Illustrative product preview · Fictional data
Share across the portfolio
Publish approved playbooks, policies and templates in one place.
Adapt to each company
Companies use relevant resources in their own plans and initiatives.
Develop your teams
Connect practical guidance, courses and peer knowledge.
Features
From investment thesis
to everyday execution.
Eight connected capabilities. Portfolio-wide oversight for the PE firm, practical execution and enablement for every company.
Strategy & value creation
Track the investment thesis through to delivery.
Value creation plans · Must Win Battles · Initiatives · Owners & milestones
Performance & reporting
Compare performance. Follow up on exceptions.
KPI dictionary · Reporting cycles · Financials · Benchmarks
Commercial excellence
Understand how each company plans to grow.
ICP · Customer segmentation · Go-to-market · Pricing · Retention
Risk & accountability
See material risks and the decisions behind them.
Risk register · Mitigation plans · Decision logs · Approval workflows
Investment lifecycle
Maintain continuity from acquisition to exit.
100-day plans · Integration · Transformation · Exit readiness
Company enablement
Put the portfolio's expertise to work in every company.
Playbooks · Policies · ESG frameworks · Templates · Capability development
Board & investor reporting
Bring consistent evidence into board and LP discussions.
Board packs · LP reporting · Commentary · Decision history
Standards & collaboration
Set shared standards without flattening company differences.
Role-based access · Company workspaces · Audit trails · Shared definitions
How it works
One operating rhythm.
Across the portfolio.
Establish the standard.
The PE firm sets shared KPI definitions, reporting cycles and strategic frameworks. Each company translates them into its own value creation plan.
PE FIRM
Set expectations and publish resources
PORTFOLIO COMPANY
Define MWBs, owners and growth priorities
Execute. Report. Explain.
Companies update initiatives, submit KPIs and record decisions and risks. Every update keeps the strategy, the evidence and the accountable owner connected.
PE FIRM
Review comparable progress and exceptions
PORTFOLIO COMPANY
Work in one structured company workspace
Act on what matters.
The PE firm identifies where to intervene and where to share what works. Companies apply relevant expertise, address risks and keep execution moving.
PE FIRM
Prioritise action and prepare board discussions
PORTFOLIO COMPANY
Apply playbooks and close the loop
Pricing
Institutional platform.
Priced per company.
One platform fee for the firm. One licence per active portfolio company. Every feature, unlimited users — scales with acquisitions and exits.
01 · PE firm
Platform Core
€21,000 billed annually
- Portfolio overview & reporting cycles
- Aggregated KPIs, MWBs & exceptions
- Board & LP reporting packs
- Dedicated onboarding partner
02 · Portfolio companies
Company Workspace
Can be allocated to each company
- Full company workspace
- Unlimited users — CEO, CFO, owners
- MWB & initiative engine
- Policy, playbook & template library
Your portfolio
25 active companies
€1,750 + 25 × €250
Monthly equivalent
€8,000
Billed annually
€96,000
Effective per company
€320/mo
Standard cost allocation
Most sponsors carry only the platform fee at firm level. Each Company Workspace is charged to the portfolio company as an operating cost — the same way companies already carry their own reporting, audit and systems.
Carried by the PE firm
€1,750/mo
Fixed, regardless of portfolio size
Carried by each company
€250/mo
€6,250/mo across 25 companies
All features and functionality in every workspace
Unlimited users across the PE firm and its portfolio companies
Annual contracts, billed annually. Prices exclude VAT.
About us / Stockholm, Sweden
Built with both
perspectives in mind.
5CX Group is based in Stockholm. We bring extensive experience of reporting from both sides: the PE firm asking for a clear view of its portfolio, and the company responsible for delivering it.
That experience shapes our approach: clear expectations for the PE firm, practical structure for portfolio companies, and resources that help them turn plans into progress.
Know the portfolio.
Strengthen every company.
Discuss your reporting requirements, portfolio priorities and the resources your companies need.