For Private Equity

The fastest way to know if your portco can execute the plan.

One platform. Three moments where talent visibility changes the outcome.

Four status cards showing port performance: Portco A 87% on track, Portco B 71% watch list, Portco C 54% intervention needed, Portco D 93% on track.
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Where Incompass Changes the Outcome

Three moments. One platform.

01 — Post-close

You've closed. Now find out if the team can deliver.

Continuous visibility into whether the org beneath leadership has the goals, alignment, and capability to execute the VCP — from day one of the hold.

02 — Point-in-time

Get a fast, objective read on any team — at any level.

Calibrated behavioral insight in days. No consultants, no months-long engagements. Who's aligned, who's a risk, who's being underutilized.

03 — Annual cadence

Build the data to know what good looks like across your portfolio.

Regular CEO, leadership, and board assessments that compound into a proprietary dataset — benchmarked across portcos, sectors, and hold periods.

01 — Value creation platform

Know within weeks of close whether the org can hit the plan.

PE firms typically wait three to six months post-close to find out whether the organization can execute the VCP. By the time underperformance surfaces in the numbers, significant time and value are already gone. Incompass gives you that signal immediately — and keeps it updated continuously through the hold.

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What you get
VCP Execution Risk Report

Continuous view of goal attainment vs. behavioral readiness across the teams critical to the plan.

Portfolio Talent Scorecard

Triage view across all portcos at a glance.

Intervention Trigger Alerts

Automated flags before the financials reflect the problem.

Goal Health Dashboard

Real-time milestone and goal velocity tracking at the portco level.

What you get
Calibrated behavioral scores

Bias-adjusted across individuals and teams — not simple averages

Risk and opportunity identification

High performers, execution risk, and underutilized talent surfaced immediately

Culture read

At whatever level you assess — team, function, or full org

Cross-portco comparability

Run the same lens across multiple companies to build a consistent benchmark

02 — Point-in-time Assessment

A fast, objective talent read — when you need it, not six months from now.

A portco has missed plan. A leadership transition is underway. A function needs stress-testing before a major initiative. Traditional assessments are slow and expensive. Manager opinions are biased. Incompass delivers calibrated, multi-directional behavioral insight in days — for a single leader, a function, or the whole org.

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03 — Annual portfolio assessment

Turn recurring assessments into a proprietary performance dataset.

Most PE firms assess portfolio leadership reactively — when something goes wrong, or at a major transition. The firms that consistently outperform do it regularly, because regular assessment builds something more valuable than a single snapshot: a longitudinal dataset that shows what actually predicts performance in their specific investment context.

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What you get
Structured annual assessments

CEO, leadership team, and board — on a consistent cadence.

Performance correlation tracking

How leadership quality scores track against financial and operational outcomes over time.

Cross-portfolio benchmarking

How does this CEO compare to peers across the portfolio or sector?

Board and advisor effectiveness

Are the expensive resources actually moving the needle?

Why Incompass for PE

Built for the speed and accountability of private equity.

< 1 HourTo launch a cycle. Insights in days, not months.
91%of users say it's easier than alternatives.
NPS 80Unheard of in talent tech.
PE-NativeBuilt for multi-portco demands - not adapted from an HR tool.

Every firm has gut instincts about the management team they just inherited. Incompass is the first tool I’ve seen that actually pressure-tests those instincts with data.

When you’re responsible for talent across an entire portfolio, you need a consistent way to assess what’s working and what isn’t. Incompass gives us that common language across every portco.

Ready to see what your portcos are capable of?

Book a 30-minute demo. We’ll show you the platform against a use case relevant to your portfolio.

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