PRIVATE EQUITY, FAMILY OFFICES, SPONSORS
Software built aroundyour portfolio.
We build a Custom OS for each company or for the group, so back-office work, reviews, and follow-up run in one place. Each one runs on the Calyer Platform.
WHO IT'S FOR
For teams that need the same answers from many companies.
- Private equity firms
- Family offices
- Independent sponsors and search funds
- Portfolio and multi-location companies
WHAT WE BUILD
What a Custom OS can handle.
- Module
Back-office work in each company
Connect the recurring finance, customer, document, and reporting work inside each company.
- Module
Shared processes across companies
Use the same request, review, and approval steps across a group. Each company keeps its own tools.
- Module
Operating reviews
Prepare each review with open questions, source figures, and prior actions in one place.
- Module
KPI and reporting requests
Request the same figures from each company, check what arrived, and keep definitions consistent.
HOW THE WORK MOVES
One operating review, with clear owners.
Request
The firm asks each company for the same figures.
Check
The team reviews the figures and the gaps.
Meeting
The team prepares the review with the open questions.
Follow-up
Each action gets an owner, and the system tracks it.
CALYER PLATFORM
Run on the Calyer Platform.
One platform under every company, so what works in one carries to the next.
A playbook for the next company
Each company gets a Custom OS built for its work, on the same platform, so the next build starts faster.
Each company kept separate
Each company runs in its own deployment, with its own database, files, and sign-in.
Approvals at the right level
Company leads and the firm each approve what their role requires.
Run and updated by Calyer
We monitor it, fix problems, and keep the platform current with new hosting, deployment, and AI technology.
CASE STUDIES
Systems we've built.
- Field service
OS for a multi-branch tree care services company
8 daysfrom first working session to working prototype
Replaced paper checks and text threads with bilingual, voice-enabled workflows that speed up equipment repairs and help management catch issues earlier.
Read the case study - Local services
OS for a multi-location funeral home group
In processOne OS for intake, cases, and meeting notes
Intake, case management, and meeting notes move onto one Custom OS. We build a new CRM next to the legacy one.
Read the case study
TALK TO US
Let's talk.
Tell us how your team works today. We will help you find what to automate first and where to start.
hello@calyer.ai