For PE & VC firms
Your Portfolio's
Value Creation Agent
Your portcos get answers in seconds via your resource hub, augmented by AI and our network of 200+ vetted experts.
Build a Firm-Branded Portfolio Hub,
All Indexed by an AI Agent
Where portfolio execs can access your resources, expert rolodex, and portfolio community in one place.
Broaden Your Coverage with 200+ Vetted Experts (Including 70+ AI Specialists)
Audrey Crane
John Short
Theresa Fesinstine
Brandon Sammut
Ben Murray
Ted Glasnow
Keziah Wonstolen
Paul Barnhurst
Rich Mironov
Ian Clark
Rob Zambito
Vikram Ekambaram
Rhys Williams
Get Help Creating a Vibrant Portfolio Hub
OneGuide offers fractional portfolio ops services to make sure your portal is full of useful resources, and fully utilized by your portfolio execs.
- Member management
- Virtual event coordination
- Content ghostwriting
Since our founding, the OneGuide Team has facilitated:
virtual portfolio events
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Pieces of content
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Top AI Value Creation Plays Report
"Our use of the platform continues to excite me. We have this deep pile of content that’s proprietary to Updata. It’s compounding"
Ryan Brady
Head of Value Creation, Updata Partners
“OneGuide has let me be more helpful in more areas. To be able to say here’s a guide on pricing, or on hiring, or on setting up your books."
Megan Dubofsky
Operating Partner, Ten Eleven Ventures
Value Creation Stories
Case IQ was integrating an acquisition and wanted to ensure they could realize synergies.
Resurgens built a guide on “Managing M&A Integration”, including templates and guidance on topics like communications planning and integration planning and management.
Case IQ leveraged the Resurgens guide to validate their planning, and make decisions around integration strategy.
CallRail wanted perspective on if they should add finance headcount, and where to add.
Sageview created a guide and held a discussion on “Scaling a Finance and Accounting Function,” with their Senior Advisor Bill Ingram, former CFO of Avalara.
Callrail's CFO incorporated insights and org-building guidance from the guide to create the function’s talent roadmap.
Oritain needed guidance on who should be responsible for a data team, and ideal org structure.
Oritain's COO found a recording of a portfolio discussion Long Ridge had hosted on Building a Data Analytics Function, including discussion of centralized, decentralized, and hybrid models.
Oritain made an informed decision to move from a very decentralized approach to a hybrid model.
Transitioning out of founder-led sales required Sprocket Security to implement scalable processes.
Blueprint brought together a group of portfolio leaders for a roundtable discussion on "Scaling From 1-10 Sellers" with a nine-time growth-stage head of sales as guest expert.
Insights on onboarding new sellers and capacity planning helped Sprocket Security build a more scalable sales function.
Elemental Machines joined a Sageview roundtables on Tactical RevOps Planning and CS Playbooks.
They applied best practices to unify GTM and CS data and processes. That quarter, Elemental created a unified customer view, improved retention by 5%, and mapped their TAM to track campaigns and prioritize targets.
They applied best practices to unify GTM and CS data and processes. That quarter, Elemental created a unified customer view, improved retention by 5%, and mapped their TAM to track campaigns and prioritize targets.