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Private equity. In full view.

Your fund. Your companies. The decisions ahead.
A clearer view, from first investment to final exit.

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Lighthouse PEProduct walkthrough
Investment brief with prioritised portfolio matters, responsible owners and an Ask Lighthouse composer.Start with what needs your attention. Your investment brief brings the issue, its owner and the next decision into view.

Start with what needs your attention.

Your investment brief brings the issue, its owner and the next decision into view.

Fictional US portfolio Product capture

Select a chapter to explore01 / 04

Today — product capture

Fictional US portfolio. Scroll to review the full screen.

Investment brief with prioritised portfolio matters, responsible owners and an Ask Lighthouse composer.
ScreenInvestMonitorOptimiseExit

Ask Lighthouse

Ask a question. Check the sources.

Start with a question your team asks every week. See the answer, open its sources, then ask your own.

Choose your role

Harbour Ridge Capital

Fictional Australian sample · 2 funds · 15 companies · AUD

A few starting points

Prepared exampleKinetic Fleet Services - paper v7

What changed in the case since first IC?

Entry EV/LTM EBITDA increased from 9.3x to 9.6x. Sponsor LTM EBITDA decreased from A$16.0m to A$15.6m, moving base gross MOIC from 2.6x to 2.4x; downside gross MOIC is 1.9x. Draft QoE supports A$15.1m for the current debt-sizing case and two fleet lease consents remain open.

Check the sources

IC paper

v7 - today

SAMPLE-INVESTMENT-COMMITTEE-1

Returns model

Base / downside

SAMPLE-INVESTMENT-COMMITTEE-2

Open diligence

2 lease consents

SAMPLE-INVESTMENT-COMMITTEE-3

The route-density upside remains outside entry EBITDA and the selected returns case until operating evidence is available.

This interactive example uses a separate Australian sample. The product tour above shows the fictional US portfolio.

From first conviction
to final exit.

The fund and its companies, working from connected records.
Every role has its own view. Every stage is part of the story.

  1. 01

    Screen

    Find the fit.

    Relationships, opportunities and the first investment view.

  2. 02

    Invest

    Build conviction.

    Diligence, evidence, investment cases and IC decisions.

  3. 03

    Monitor

    Stay close.

    Company performance, monthly packs, cash and covenants.

  4. 04

    Optimise

    Move things forward.

    Value plans, accountable owners and board follow-through.

  5. 05

    Exit

    Be ready.

    Buyer preparation, QoE, process and the exit record.

A practical beginning

Start with
what you have.

The spreadsheets, board packs and financial schedules your companies already send. Bring them in, check the source and review the figures before they become part of the record.

Monthly packs / Forecasts / Board materials

The figure. The source. The review.
A monthly pack exception shows a $140,000 difference and its P&L source cell, held for review
Source review · Fictional US portfolio

Behind the view

Confidence, built in.

Security and data handling

The right view, for the right people.

Each portfolio company sees only its own records.

A number you can follow.

Inspect its source, period, financial basis and calculation inputs.

Human judgment stays in charge.

Submitting a figure and approving it are separate responsibilities.

Lighthouse PE

See Everything.

Walk through the sample fund with us

Bring your questions. We’ll bring the whole picture.

The session uses fictional data. No fund files needed.

Request a working session