Track every thesis from signing to exit.
Logyc Sphere turns the investment thesis and value-creation plan into live commitments inside each portfolio company. Operating partners see early when an assumption starts to fail, and over time which deal and management teams read reality best.
Value-creation plans rarely fail on the plan. They fail on assumptions nobody watched.
The thesis is filed, not tracked
The investment memo sets out what has to be true. After closing, nobody checks those assumptions until results miss.
Slippage shows up a quarter late
Monthly packs report results, not the assumptions behind them. By the board meeting, the time to correct course has gone.
Nobody scores the forecasts
Deal teams and management forecast every quarter. Without a record, the firm cannot tell whose judgment to weigh.
From signing to exit, one record of what was planned and what happened.
The thesis, its assumptions and the value-creation plan go into Sphere as commitments with owners, dates and warning signals.
Management models each initiative's effect on operations, cash and capacity, and sees where initiatives compete for the same people and money.
Warning signals fire when an assumption drifts. Add-on acquisitions are modelled against the platform company before you commit.
A clean record of what was planned, decided and delivered, and why, ready for the buyer's questions.
Know whose read to trust.
Every forecast is dated and kept, then compared with what happened. Across deals and years, the firm builds a record of whose judgment holds up.
- Forecasts by deal team and management team, scored against results
- ThinkBack shows each company as it stood on the day of a decision
- Lessons from one deal carried into the next investment committee
- Used for learning and for weighing views, never for rating someone on one call
Each company its own Sphere, read the same way.
- Each portfolio company runs its own Sphere, its data kept separate
- Operating partners get access to the companies they oversee, and every access is logged
- Every company's thesis, plan and warning signals are tracked the same way
- Built from the spreadsheets and exports management already has
Holding companies and family offices
Permanent owners use the same approach for the businesses they keep: capital-allocation decisions reviewed against results, and a decision record that outlasts any one executive.
Start with Thesis Tracker on one portfolio company.
Ninety days, one company, one operating partner. Extend to more companies only if the first one earns it.
- 1
Pick one portfolio company
Ideally a recent deal, with a fresh thesis and a value-creation plan underway.
- 2
Load the thesis and plan
We build the model from management's spreadsheets and turn each assumption into a commitment with an owner and a signal.
- 3
Review it monthly
Your operating partner and management review the plan, the signals and the forecasts together.
- 4
Decide on more companies
At 90 days, a review shows what Sphere caught and what it would watch next.
Bring one thesis, deal or decision you’re weighing now.
A value-creation plan, an acquisition, a capital program or a target given to investors. In a walkthrough we’ll show how Logyc Sphere would model its consequences, what it would challenge, and what it would watch after you commit.