The platform
See organizational risk
before it becomes financial risk.
Signal is the product — continuous, anonymous early warning from inside your portfolio. Beacon escalates what crosses the line; Bearing is where an escalation becomes a board-ready call. One product, two included layers.
How it works
One system. Signal-led.
Signal listens continuously — anonymous, verified input from inside the company, surfaced only once it validates. When a pattern crosses a threshold and persists, Beacon escalates it to the operating team. Bearing is where the finding becomes the board-ready guidance the board actually sees. One continuous loop — investor-side.
01
Signal
Detects what is changing — anonymous, verified, corroborated across functions. The product.
02
Beacon
Flags what needs attention, once a theme corroborates and persists.
03
Bearing
Interprets it into board-ready guidance and accountable recommendations.
04
Interventions
Tracks what is being done — and measures whether the organization actually changed.
Signal is the product — purchased through the Pilot, Portfolio, and Enterprise plans. Beacon, Bearing and intervention tracking are its included layers, not separate products. Together they close one loop — detect, corroborate, interpret, act, verify — investor-side, and structurally separate from anything portfolio company management sees.
Included layer · The Beacon layer
Escalations
Beacon is Signal’s escalation layer. You don’t watch a dashboard — when a validated Signal theme crosses your program’s confidence threshold and persists across consecutive weeks, Beacon raises it to the PE operating team, and filters out everything that doesn’t.
- Escalates a validated Signal theme once it crosses the program’s confidence threshold and persists across consecutive weeks — a single-week spike never escalates
- Assigns severity by how far the theme has run past threshold, and alerts the operating team when an escalation is serious
- Tracks every escalation through a full lifecycle — from emerging to resolved, with the state history on the record
- Filters noise — the operating team is told when something crosses the line, not shown another feed
Included layer — ships with every Signal plan. Escalations go to the PE operating team; the board’s view arrives through Bearing.
Forecasting Integrity — 3rd consecutive decline
Trivanta Systems
Requires immediate operating-partner attention
Escalated 2 days ago
Leadership Alignment — deteriorating trajectory
Velmora Health
Down 14 points across last 2 cycles
Escalated 5 days ago
Revenue Execution — recovered above baseline
Zylaris Logistics
Resolved after leadership intervention
Resolved 8 days ago
Illustrative output from a fictional portfolio company. No real client data.
Included layer · The Bearing layer
Direction
Bearing is the interpretation layer — where the operating team turns a Beacon escalation into a board-ready interpretation: an evidence-grounded narrative with numbered recommendations, drafted with AI assistance, reviewed by a person, and published to the board.
- Board-ready interpretations built on Signal findings and Beacon escalations
- A structured evidence discipline — what Signal knows, what it infers, the alternatives considered, and at what confidence
- Directional, numbered recommendations with per-recommendation follow-through
- AI-assisted drafting with human review — nothing is published to a board unreviewed
Included layer — ships with every Signal plan. Published interpretations are what boards and portfolio leadership see.
Board Interpretation
Bearing interpretation · published
Trivanta Systems requires immediate attention to forecasting credibility before the Q2 board cycle.
Twelve weeks of continuous Signal telemetry have surfaced a sustained and worsening deficit in forecasting credibility at the commercial leadership layer. The pattern recurs week over week and corroborates across Sales, Finance, and Product: the commercial team is operating to a pipeline methodology that systematically overstates confidence at mid-funnel stages, producing a predictable late-quarter shortfall against both management and board expectations.
The pattern is structural, not cyclical. It reflects incentive misalignment at the CRO level and an absence of enforceable stage-gate criteria in the sales process. Without direct intervention, the forecasting gap will persist into Q2 and materially undermine board confidence in commercial leadership ahead of a critical revenue half.
Recommendations
- 1
Commission an immediate independent review of the commercial forecasting process, with specific focus on stage-gate criteria applied to deals in the mid-funnel. Findings to be presented to the board within 30 days.
- 2
Require the CRO to present a revised pipeline methodology at the next board meeting, including retrospective reconciliation of the last three quarters of actuals against forecast submissions.
- 3
Initiate a structured leadership review of the commercial function, with a decision on continued CRO tenure contingent on the outcome of the forecasting review and sustained improvement across subsequent Signal telemetry.
Drawn from 12 weeks of Signal telemetry + 2 Beacon escalations
Illustrative output from a fictional portfolio company. No real client data.
Compare capabilities
Which capability, for which moment.
| SignalContinuous early warning | EscalationsThe Beacon layer | DirectionThe Bearing layer | |
|---|---|---|---|
| Primary purpose | Continuously detect organizational risk inside portfolio companies, investor-side | Escalate the Signal themes that warrant operating-team attention | Give boards a decision-ready read of what Signal and Beacon have surfaced |
| Best used when | You want early warning before a problem is obvious — pre-close, post-close, or through the hold | Signal is running and you want to be told when something crosses the line | A board or operating team needs the “so what” and a recommendation |
| Output | Confidence-scored risk themes, trend lines, and threshold escalations | Threshold escalations with severity, lifecycle state, and operating-team alerts | Published board interpretations — narrative, evidence packet, and numbered recommendations |
| Cadence | Continuous (rolling weekly submissions) | Ongoing | On decision points |
| Buyer | PE operating teams and deal partners | PE operating teams | Boards, investment partners, operating partners |
| Packaging | The product — sold through the Pilot, Portfolio, and Enterprise plans | Included layer — ships with every Signal plan | Included layer — ships with every Signal plan |
| Feeds into | Escalated by Beacon; interpreted by Bearing | Interpreted by Bearing | Board and operating-team decisions |
Continuous early warning for your portfolio.
Signal is the low-friction way in — start with the one company you’re watching, expand to the whole portfolio.