The Portfolio Intelligence Gap
Private equity firms need strategic analysis across their entire portfolio — competitive intelligence, value creation plans, market assessments, exit readiness evaluations. But the math doesn't work with traditional consulting.
At MBB rates, competitive intelligence for a single portfolio company costs $300K-$800K. Across a 20-company portfolio, that's $6M-$16M annually just for competitive analysis — before any GTM strategy, financial modeling, or operational assessment.
Most PE firms solve this by going without. Portfolio companies make strategic decisions with gut instinct, incomplete market data, and inconsistent methodology. Value creation suffers. Exits underperform.
Rathvane changes that equation entirely.
Portfolio-Wide Intelligence at Portfolio-Friendly Pricing
Consistent Methodology
Every portfolio company analyzed using the same 54 Expert Systems, 4,800+ cross-connected methodologies, strategies, and frameworks modeled after 700+ revered industry experts, and 306 quality guardrails. No variation in quality between companies or analysts.
Portfolio Economics
Competitive intelligence at $15K-$50K per company. Full strategic analysis at $50K-$150K. Analyze your entire portfolio for what one MBB engagement costs.
Speed to Insight
New acquisition? Competitive landscape in 3-5 days. Value creation assessment in 7-14 days. Board-ready deliverables in time for your next meeting.
Cross-Portfolio Intelligence
Identify patterns across portfolio companies. Shared competitive dynamics. Adjacent market opportunities. Portfolio-level strategic insights.
Operating Partner Leverage
Give your operating team the analytical firepower of a full MBB engagement for every portfolio company, not just the top performers.
Exit Readiness
Prepare portfolio companies for exit with investor-grade market analysis, competitive positioning, and financial documentation.
Services Designed for Portfolio Scale
The same expert-quality deliverables at a fraction of the cost — and at a scale that makes portfolio-wide coverage possible. See full pricing details.
| Service | Per Company (Rathvane) | Per Company (MBB) | 20-Company Portfolio (Rathvane) | 20-Company Portfolio (MBB) |
|---|---|---|---|---|
| Competitive Intelligence | $15K-$50K | $300K-$800K | $300K-$1M | $6M-$16M |
| GTM Strategy | $40K-$100K | $800K-$2M | $800K-$2M | $16M-$40M |
| Corporate Strategy | $50K-$150K | $1M-$5M | $1M-$3M | $20M-$100M |
| Value Creation Assessment | $25K-$75K | $500K-$2M | $500K-$1.5M | $10M-$40M |
| Exit Readiness Package | $50K-$100K | $1M-$3M | $1M-$2M | $20M-$60M |
Volume pricing available for 10+ portfolio company engagements.
From First Portfolio Company to Full Portfolio Coverage
Pilot
Start with 2-3 portfolio companies. We deliver competitive intelligence, GTM strategy, or value creation assessments. You evaluate the quality against any MBB deliverable.
Validate
Compare our deliverables to past MBB work. If the quality isn't comparable or better, you've invested $30K-$150K instead of $600K-$4M to find out.
Scale
Roll out standardized analytical methodology across the entire portfolio. Every company gets the same quality. Every operating partner has the same toolkit.
Compound
Annual intelligence programs keep portfolio companies current. Quarterly competitive updates. Strategic refresh before board meetings. Continuous intelligence.
Why PE Firms Choose Rathvane
- Board-Ready Deliverables — Every analysis produces executive-ready output that operating partners can present directly to the board.
- Due Diligence Acceleration — Competitive landscape and market analysis for acquisition targets in 3-5 days instead of 4-6 weeks.
- Standardized Reporting — Same methodology, same format, same quality across every portfolio company. Makes cross-portfolio comparison effortless.
- Confidentiality — Strict data separation between portfolio companies. No cross-contamination. No shared intelligence between competing portcos.
- No Minimum Engagement Bloat — Need competitive intelligence for one portfolio company? $15K. No pressure to bundle services you don't need. See pricing.