Private Equity

Portfolio visibility. Standardized operations.

Most field service businesses in a PE portfolio run on tribal knowledge, disconnected tools, and operator-dependent processes. TMI standardizes the operational layer and surfaces the data you need to drive real value - without a consulting engagement.

The Problem

You can't benchmark what you can't compare.

When you acquire a field service company, the ops stack is usually a patchwork. One system for dispatch. Another for billing. Spreadsheets for job costing. An owner who keeps the rest in their head. Getting clean, reliable data from these businesses takes months and costs real money - and even then, you're not sure what you're looking at.

TMI deploys a standardized operational layer across your portfolio companies. The same systems, same reporting format, same data capture protocols - so your portfolio data is actually comparable. Revenue leakage, margin by job type, crew utilization, and invoice cycle time become visible across every company on one screen, within weeks of deployment.

You stop relying on quarterly calls and management reports to understand what's happening in each business. You start seeing it directly, in real time - and the gaps that drive value creation become obvious rather than opaque.

6-8 wks
Time to full operational visibility in new portfolio companies
35%
Average EBITDA improvement from operational standardization
1
Platform deployed across every company in the portfolio
How It Works

Standardize. Measure. Drive value.

01

Standardize the ops stack

Deploy a single operating platform across portfolio companies. Same systems, same workflows, same data capture - so performance metrics from company three mean the same thing as metrics from company one. The data becomes comparable and auditable.

02

Portfolio-level analytics

Cross-company performance comparison in a single view. Margins, utilization, revenue, and cost benchmarked against each other. See which companies are performing at potential and which ones have identifiable operational gaps that explain the shortfall.

03

Surface value creation directly

Revenue leakage, idle labor, billing cycle gaps, and job costing errors are visible across the portfolio without a consultant engagement. The system quantifies the gap, identifies the cause, and the fix is operational - not financial engineering.

Systems Built for PE Portfolio Operations

The portfolio standardization and visibility stack.

Six systems that bring operational clarity across a portfolio of field service businesses - and surface the value creation levers that manual reporting never shows you.

SYS-01

Portfolio Analytics

Cross-company performance comparison in a single dashboard. Revenue, margins, utilization, and job completion benchmarked across every portfolio company. Drill from portfolio view to company view to job level without a separate data pull.

All Industries
SYS-22

Revenue Leakage Detection

Finds unbilled work, undocumented scope changes, and invoice failures across every company in the portfolio. Most field service businesses leak 8-12% of revenue through billing gaps. The system identifies it, quantifies it, and closes it.

All Industries
SYS-OT

Operations Twin

A full operational model of each portfolio company in one place. Crew capacity, job pipeline, cost structure, and revenue visibility - not dependent on management reporting or owner recall. No information asymmetry between fund and company.

All Industries
SYS-07

Job Costing & Margin Tracking

Real-time margin visibility per job, per crew, per job type, across every company. Understand where each business makes money and where it gives it back. Compare cost structures across the portfolio to identify operational outliers.

All Industries
SYS-02

Crew Utilization Dashboard

Labor deployment, idle time, and overtime tracked per company and benchmarked across the portfolio. Identify which companies are running lean and which are carrying capacity they're not deploying - a direct EBITDA lever in labor-intensive businesses.

Field ServiceTradesConstruction
SYS-19

Work Order Portal

Standardized job management deployed identically across all portfolio companies. Ensures data consistency, reduces owner-dependent process, and creates a documented operational baseline that survives management turnover.

All Industries
The PE-Specific Problems TMI Solves

Three places where field service portfolio value is lost.

These are the structural patterns in field service and trades businesses that consistently suppress margins and make value creation harder than it should be.

The Information Asymmetry Problem

Management knows what's happening in the business. You know what they report. In owner-operator field service businesses, those are two different things - not from dishonesty but because the owner carries most of the operational picture in their head. TMI makes the actual operational state visible without relying on the owner to surface it.

See Operations Twin →

The Patchwork Stack Problem

Acquired businesses run on whatever the owner chose five years ago. Getting clean, comparable data across a portfolio of companies with different systems requires custom integrations or manual consolidation - both expensive and unreliable. TMI deploys a uniform operating layer that replaces the patchwork and generates consistent, comparable data from day one.

See the full platform →

The Value Creation Identification Problem

You know there's margin improvement in these businesses. Finding it precisely - which job types, which crews, which billing gaps, which sites - requires operational data that most field service companies don't have in a usable form. TMI surfaces it at the system level, so the value creation thesis becomes specific and executable rather than directional.

See Revenue Leakage Detection →

Private Equity

The businesses in your portfolio have more recoverable margin than their current systems can show you.

Schedule a portfolio consultation →
Before / After

What changes when the portfolio runs on one platform.

Before TMI
  • Each portfolio company on a different stack - data is incomparable
  • Performance visibility comes from quarterly calls and management reports
  • Revenue leakage invisible until a specific audit is commissioned
  • Value creation thesis is directional - margin improvement identified in broad strokes
  • Operational health dependent on owner availability and reporting accuracy
After TMI
  • Same platform across all portfolio companies - data is comparable and benchmarkable
  • Live portfolio dashboard - every company's performance visible in real time
  • Revenue leakage quantified and closed automatically across every business
  • Value creation identified at the job, crew, and billing-gap level - specific and actionable
  • Operational state visible independent of owner reporting - no information asymmetry
From Field Notes

Reads for operators building portfolio value.

Portfolio visibility in six weeks.

Book an audit to see how TMI standardizes operations across your portfolio companies and surfaces the specific value creation levers within each business.