Private equity · continuous portfolio intelligence
See portfolio risk and opportunity before it shows up in the numbers.
Track portfolio companies, sectors and deal exposure using structured public signal. The result is continuous portfolio intelligence, not periodic reporting.
Deal screening
Due diligence
Portfolio monitoring
Exit timing
Hedge mapping
Scroll — this page is the argument
Core positioning
A portfolio moves before the report is written.
Demand softens, costs creep, regulators move — by the time it lands in a quarterly pack, the move has already happened. Noah adds an external signal layer that runs between cycles: independent, continuous, auditable.
What you can do
Continuous intelligence across the portfolio.
MonitorPortfolio companies between reporting cycles.
DetectEarly signs of stress or outperformance.
TrackSector-level demand and competitive pressure.
MapExposure across a portfolio.
HedgeBuild hedge or comparable baskets using public markets.
The questions
The shape of an investigation.
“Is this portfolio company under pressure? Where is risk building across our portfolio? What would hedge this exposure?”
Example output · live read
Mid-market industrials portfolio · 30-day read.
PostureMixed · downside pressure.
Composite59 / 100 — direction: weakening.
ConfidenceModerate directional · public-signal, continuous.
SignalsDemand softening · supplier stress in two regions · regulatory cost pressure rising.
Change since last run
Movement, not just position.
Previous59 · stable.
Current63 · weakening — direction shifted.
New driversIncreased supplier stress · new regulatory pressure · stronger consistency across sources.
Document positioning review
Pull apart the memo before the IC does.
Investment memos, management presentations and pitch decks are tested against the signal environment — weak claims surfaced, missing risks named before the investment committee meets.
How it works
Each portfolio company is a defined investigation.
01 RouteThrough premade company / sector workflows.
02 MeasureDemand, regulation, supply chain, competition, macro.
03 IdentifyComposite score, direction, confidence, evidence count.
04 ReturnPosture, drivers, watchpoints and audit identifier.
Portfolio view
Multiple companies. One auditable view.
Specialty AImproving · 74.
Logistics CWatch · 59.
Services EWeakening · 44.
AcrossTrack drift · identify concentration of risk · compare performance signals.
Between reporting cycles
The gap most monitoring tools cannot see.
Most portfolio risk emerges between reporting periods. Noah operates in that gap.
Who this is for
For the teams who own the book.
Private equity firms
Growth equity teams
Credit investors
Operating partners
Investment committee
Risk teams
Enterprise bridge
Inside your environment.
TeamShared reports, methods and monitoring across the firm.
APIIntegrated with internal systems and pipelines.
Custom feedsYour own data alongside the public archive.
PrivateDeployable behind the firewall.
Try Predict
Monitor a portfolio.