AI-Powered PortCo Diagnostics
Turn GTM Data Into a Boardroom Advantage
Discern applies AI to surface the GTM insights that matter most, so operating partners and boards can move beyond lagging financials, have forward-looking visibility, and make sharper decisions.
The Blind Spot in Portfolio Oversight
Financial metrics are well managed. Revenue, EBITDA, and cash flow are reported with precision, but they only tell part of the story, and often too late.
What remains overlooked are the commercial drivers of those numbers: pipeline generation, health, sales velocity, conversion rates, and marketing efficiency. These are the leading indicators that determine whether growth targets will be achieved, yet they are rarely analyzed in a structured, repeatable way at the
board level. CRM data is often messy, full of nuances, and difficult to standardize.
Discern fills this gap with an AI-powered GTM diagnostic solution. Run once or twice a year, Discern equips investment teams and boards with a clear, standardized view of a company’s go-to-market engine- surfacing both opportunities and risks at the company, enabling sharper guidance, earlier interventions, and stronger alignment on strategy.
Why PE and VC Firms Are Choosing Discern for Portfolio Diagnostics
Proactive Performance Management
Identify performance issues weeks or months before they impact financial results, enabling timely interventions and course corrections that protect investment value.
Data-Driven Board Conversations
Transform board discussions from backward-looking financial reviews to forward-looking strategic sessions focused on operational improvements and growth acceleration.
Portfolio-Wide Learning
Identify and replicate best practices across portfolio companies, accelerating value creation through systematic knowledge transfer and operational standardization.
Improved Exit Readiness
Demonstrate operational excellence and predictable growth patterns to potential acquirers with comprehensive data documentation and performance trends.
Operating Partner & Portco Efficiency
Reduce time spent on manual data collection and analysis, allowing operating teams to focus on high-value strategic initiatives and company support.
Built for PE/VC Operating Rigor
Customized GTM dashboards
Custom-built visualizations for pipeline coverage, sales velocity, LTV:CAC, and more. No manual modeling required.
Flexible data ingestion
Upload your portco’s pipeline data, send a secure link to portco to upload themselves, or provide secure connections to portfolio company systems (e.g., Salesforce or HubSpot).
AI-powered data recognition & mapping
Easily map fields to your firm’s framework or uitilize Discern for both flexibility and standardization across the portfolio.
Segment, channel & rep views
Drill down by customer segment, motion (inbound vs. outbound), product line, rep, and more, aligned to how your teams operate.
Plan vs. actual tracking
Overlay performance against goals and targets to assess pacing across month, quarter, and year-to-date.
Flexible reporting formats
View portfolio data in dashboards, export to Excel, or generate board-ready presentations in just a few clicks.
Discern FAQs
Implementation typically takes 1-2 weeks per portfolio company, depending on data complexity. We start with a pilot company to establish templates and processes, then scale efficiently across your entire portfolio using standardized workflows.
Discern ingests data from spreadsheets or connects directly to Salesforce, HubSpot, Pipedrive, and other major CRM platforms. We also support custom integrations for proprietary systems and can work with existing data warehouses or business intelligence tools.
Absolutely. Our operational KPI module allows complete customization of metrics, calculations, and reporting structures to match your investment thesis and sector-specific requirements while maintaining portfolio-wide comparability.
We offer preferential pricing for private equity and venture capital firms implementing across multiple portfolio companies. Contact us to discuss volume pricing and pilot program options.
There’s minimal disruption to existing workflows. Discern pulls data directly from existing systems, requiring only initial field mapping and configuration. Portfolio companies benefit from enhanced visibility into their own operations.
Give Your Board Members the Full Picture
Get out of Excel. Get into the value behind the data. See how Discern transforms portfolio oversight into a strategic advantage that protects and grows enterprise value.