AI That Protects and Grows Fund Performance

Iris unifies portfolio company financials, operational indicators, and debt exposure into a single source of truth. Monitor value creation in real time, pressure-test scenarios instantly, and make faster, more confident capital decisions.

Slow Financial Insight Destroys Value Creation

When portfolio company data arrives late, underperformance festers, cash evaporates, and management teams lose control of outcomes. Most PE-backed consumer brands still report financials monthly — meaning operating partners learn about margin erosion, cash runway problems, and missed targets weeks after they happen. By then, the quarter is already burned.

See Contribution to Value Creation Daily

Portfolio success depends on consistent operational improvement. Iris translates revenue, cost, and throughput data into daily signals across every portfolio company, so operating partners know which initiatives move the needle and which consume resources without return.

Stop waiting for quarterly board packs to learn what happened. See value creation in real time.

• Daily financial performance signals per portfolio company
• Initiative-level impact tracking tied to margin and cash
• Real-time visibility into operational improvement effort

Plan vs Actual

Investment theses collapse when variance goes undetected. Iris tracks revenue, margin, and cash against plan at each portfolio company - daily, not quarterly, so operating partners spot deviations and intervene before they burn the quarter or put the thesis at risk.

Every portfolio company gets a live scorecard that holds management teams fully accountable to the plan.

• Daily plan vs. actual at each portfolio company level
• Revenue, margin, and cash variance tracked automatically
• Early warning system for thesis-threatening deviations

Clear Customer and Product Economics

Growth without margin expansion is a trap. Iris exposes which products, segments, and channels generate real economic profit after all costs and capital demands so operating partners can shift resources toward what compounds enterprise value and cut what quietly destroys it.

Don't let topline revenue growth mask deteriorating unit economics across your portfolio.

• Product and channel-level contribution margin analysis
• Customer segment profitability across portfolio companies
• Unit economics tracking tied to value creation plan targets

Protect Cash and Fund Performance

Liquidity is the lifeblood of operational turnarounds. Iris forecasts cash needs and covenant exposure under multiple scenarios at each portfolio company so operators can avoid crisis management and maintain execution momentum throughout the entire hold period.

Every cash forecast connects to live financial data, not a static model your CFO updated a quarter ago.

• 13-week rolling cash flow forecast per portfolio company
• Covenant compliance monitoring under multiple scenarios
• Cash impact modeling for capex, inventory, and debt service

Step 1: Plug In Your Stack

Shopify. Amazon. QuickBooks. Ad platforms. One click. 10 minutes. Done.

Step 2: We Fix Your Data

Revenue, costs, inventory, ad spend—unified into one model. Clean. Structured. CPG-ready.

Step 3: Ask Anything

"Show me profit by SKU." "Forecast next quarter." "Where'd my margin go?" Real-time answers. Not month-old spreadsheets.

Built for Every Leader Driving Value Creation

Better outcomes don’t happen by accident. Iris equips each role in the portfolio and at the fund level with the financial visibility required to execute real operational change.

For Operating Partners

Hold management teams accountable with daily performance intelligence. Iris quantifies the financial impact of every initiative so you can steer execution instead of relying on narratives.

For Finance Leaders

Close faster with confidence. Iris automates reporting, variance analysis, and scenario planning, enabling finance to guide the business instead of catching up to it.

For Portfolio Company CEOs

Make decisions that directly expand enterprise value. Iris highlights which levers produce real economic gains and which distractions should be cut.

For Investors and Deal Teams

Understand the true value drivers post-close. Iris surfaces margin expansion opportunities and operational risks early so your thesis is proven in execution, not in hindsight.

Trusted by Leading Brands You Buy Everyday

"I’m obsessed with Iris Finance. In a matter of a week, it went from 'I'll try it out' to 'How did I ever live without this?" Iris has become an essential tool in the stack at Allermi, giving me a crystal-clear, real-time read on our entire financial picture."

Shani Steinberg
CEO, Allermi

"Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day."

TJ Bongiorno
Founder, Ramp Health

FAQ's

• What is portfolio company financial monitoring software?
• How does Iris help operating partners drive value creation?
• How is Iris different from PE portfolio monitoring tools like Chronograph or iLEVEL?
• Can Iris support multiple portfolio companies from a single PE firm?
• Does Iris support cash flow forecasting and covenant monitoring?
• How quickly can a PE-backed CPG brand get started with Iris?

Ready to See Value Creation in Real Time?

Stop relying on quarterly board packs and management narratives. Iris gives operating partners and portfolio company leaders daily financial visibility so every decision during the hold period compounds enterprise value.