Agentic Mindshift

For PE partners, M&A directors and family offices

One blind spot in your portfolio costs you an average of €2.5M. The Scorecard finds it in twelve minutes.

Your monthly reporting masks underperformance. Your deal team repeats avoidable mistakes. And the risk that AI takes over core activities isn't in any IC proposal. The Scorecard maps all six dimensions. In twelve minutes.

12 minutes · 6 dimensions · no account needed · 100% confidential

Sound familiar?

Three problems that cost you returns. No one names them.

You shouldn't have to make an investment decision based on an incomplete picture. Yet that's the norm.

Invisible risk

You make decisions based on what you can see.

The risk that AI takes over your target's core activity, and customer concentration, aren't in the IM. They only become visible once the deal is signed, or the portfolio is already under stress.

Knowledge retention

Every acquisition starts again from zero.

The insights from the previous deal disappear with the dealmaker or into a folder no one opens. Your practice accumulates deals but learns nothing from them.

Late warning

Portfolio problems are visible months earlier.

Underperformance and exit obstacles simmer for quarters before the annual report confirms them. Without structure, you're always too late.


How it works

The Quickscan Method: three steps, twelve minutes.

01

Answer 15 questions

Multiple choice on your deal process, monthly reporting, AI resilience and knowledge retention. Twelve minutes. No open fields.

02

Receive your report

Score across six dimensions, two priority focus points and a concrete next-step proposal. Immediately upon completion.

03

Determine your next step

Share it internally, schedule a sparring session or start a track straight away. No obligations. You set the pace.

The report

Not a standalone score. A report you can share internally.

Each dimension gets a score, set against the level of comparable firms. You see at a glance where you lead and which two points deserve the most attention.

  • Six dimensions, each benchmarked against comparable funds
  • The two focus points with the highest impact, highlighted
  • Directly shareable in your IC, without extra explanation
Scorecard-rapport · Vertrouwelijk

Uw profiel vs. vergelijkbare partijen

Mid-market PE · 12 vergelijkbare fondsen

Doorlooptijd58 / 100
Portefeuille-inzicht74 / 100
Oordeelsvorming63 / 100
AI-bestendigheid39 / 100
Teamcapaciteit71 / 100
Kennisborging46 / 100
Onder mediaanOp/boven mediaanPeer-mediaan

0,0×

EBITDA multiple

potential return loss per portfolio company. On a €5M EBITDA target that's €2.5M

0

working days

per monthly report lost to manual data consolidation. Time that doesn't go to deals

0

minutes

to measure, score and benchmark six dimensions of your portfolio

Results

What others have already discovered.

Based on actual engagements · names anonymised at client request.

Two routes

Outsource or do it yourself: either way, you have the foundation.

Deal-doer · PE / Family office / Entrepreneur

01

Have it done for you.

We deliver the complete AI Due Diligence & Portfolio track on your file. The Scorecard determines which moment is relevant first.

From €10,000 per deal · or €6,500–€8,500/mo portfolio insight · excl. VAT

12 minutes · your profile right away

Advisor · RA / RB / M&A professional

02

Work with the platform yourself.

Factum Capital: 29 modules for your own deal team. From Financial DD and AI Due Diligence to LBO modelling and exit readiness. SaaS from 1 July 2026. Early access is open now.

SaaS · monthly subscription · early-access rate at launch

Factum Capital early access

Launch 1 July 2026

Factum Capital · Platform

Acquisitie

Financial DDCommercial DDAI Due DiligenceLegalIC-Memo

Financiering

LBO-ModelFin-MemoStructuringDeal Economics

Portfolio review

VigilMBRPortfolio HealthPMI

Pre-IBR/WHOA

IBRWHOABoedelonderzoekTax
4 dealfasen · 29 modulesSaaS · lancering 1 juli 2026
POWERED BYFactum Capital

The AI platform behind the AI Due Diligence & Portfolio services · launch 1 July 2026


Twelve minutes. Six dimensions. Immediate insight.

Multiple choice. No account. Report available immediately upon completion.


Six dimensions

The six places where returns leak away.

The Scorecard measures each of these dimensions and compares your profile with comparable firms.

DoorlooptijdPortefeuille-inzichtOordeelsvormingAI-bestendigheidTeamcapaciteitKennisborging
Sample profileComparable firms

01

Turnaround time

How many working days does your team lose between receiving the IM and a decision-ready judgement?

Measure this dimension →

02

Portfolio insight

Does your monthly reporting steer in time, or confirm after the fact what you already suspected?

Measure this dimension →

03

Judgement

How much of your analysis is data and how much is the relationship with management?

Measure this dimension →

04

AI resilience

Can an AI-driven competitor take over the core activity of your portfolio company?

Measure this dimension →

05

Team capacity

How many deals does your team leave on the table due to manual research and reporting?

Measure this dimension →

06

Knowledge retention

Your associate leaves? Does the memory of three to five files leave with them?

Measure this dimension →


The difference

From gut feeling to substantiation.

Without the Scorecard

IC decisions based on intuition and experience.

Monthly reporting as a ritual, not a management tool.

Deal lessons lost with every team change.

The risk of AI taking over core activities is nowhere on paper.

After the Scorecard

Six dimensions quantified, benchmarked against comparable firms.

Two concrete priorities with the highest impact.

A report you can share internally without extra explanation.

You go to your next IC with data, not a hunch.


Questions

Honest answers to the questions you have right now.

No sales pitch. Direct answers.


The cost of inaction

Every quarter without measurement costs you more than the measurement itself.

Without structural measurement, the risk of AI taking over core activities remains a blind spot in your acquisition price. Your monthly reporting stays a ritual instead of a management tool. Every deal lesson disappears with the next team change.

The Scorecard takes twelve minutes. Inaction costs quarters.

The calculation

One missed correction to the acquisition price€2,500,000
0.5× on a €5M EBITDA target
AI Due Diligence · per deal€10,000
covers the correction 250×
The ScorecardFree
12 minutes · no account

Amounts shown to scale. The measurement costs a fraction of what one blind spot costs.


Your next step

In twelve minutes you’ll know exactly where your portfolio is vulnerable.

You go to your next IC meeting with data, not a feeling. No account. No obligations. Your report is immediately available.