Run the value creation plan, not a status pack
For deal teams, operating partners and PortCo value-creation offices. Lodestar holds the VCP as a live model — every initiative posting to a value line, every claim evidenced, every PortCo on the same definitions — with per-workspace isolation between fund and management team.
The value bridge is the plan, not a slide
Every initiative posts to a value line — pricing, cost-out, volume, leakage — built from the KPI model, with target, actual and direction per line. Entry to exit run-rate is computed from those lines, so the number in the fund report is the number in delivery.
- Initiative → KPI value line → run-rate impact, with owner and evidence
- Booked, in-flight, at-risk and lost value separated honestly
- Bridge rebuilt automatically as delivery dates and actuals move
Value that is claimed but not evidenced does not count
Each initiative carries its measurement method, baseline and evidence requirement. Run-rate is only recognised when the evidence lands — so the operating partner and the CFO stop arguing about definitions.
- Booked vs run-rate vs pipeline, per initiative and per PortCo
- Evidence cadence enforced before value is recognised
- Leakage and one-off items separated from sustainable run-rate
One lens across the portfolio, isolation between the companies
The fund sees every PortCo on the same value-line structure and the same scale. Each management team sees only its own company — separate workspace, role-based permissions, no data-room gymnastics.
- Cross-PortCo comparison on identical definitions
- Per-workspace isolation per company, with role-based permissions inside it
- Hold-period timeline: value at entry, today and projected at exit
RUNS ON
KPI VALUE LINESBENEFIT TRAJECTORYWORKSPACE ISOLATIONCGCO AGENTAUDIT CHAIN
SAME ENGINES THE SCREENS RUN ON
The value creation toolkit
Entry to exit run-rate computed from the KPI value lines, initiative by initiative.
Booked, in-flight, at-risk and lost, each with method and evidence.
Workstreams, owners and gates from close through the first 100 days.
Every company on identical definitions and one maturity scale.
A separate workspace per company; role-based permissions within each.
Hold-period timeline and a hash-chained audit trail behind every claim.
See it on your own program, with your own numbers
A 45-minute working session: we load a slice of your portfolio and show the roll-up, the exceptions Polaris finds, and the pack it generates.