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For Private Equity Partners

Execute digital transformation across your portfolio.

Overstand was founded by ex-Palantir and ex-Meta engineers behind digital transformation projects at UBS, Merck, the U.S. Army, and Instagram. We work on the ground with your team — and we structure engagements to capture value only where we create it.

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Backed by
NASA
Meta
LinkedIn
U.S. Centers for Disease Control and Prevention
U.S. Army
World Food Programme
Credit Suisse
NHS
Palantir
Norwegian Customs Service
Instagram

Organizations our team has worked with

How we work

AI can't help until the business is truly legible.

Most businesses know more than they can access. We build the unified operating picture first; the intelligence comes after.

01 / 05 — FIND

Fragmented systems and rote workflows.

We embed with the portfolio company and map where the operating reality actually lives — the ERP, the CRM, the spreadsheets, the inboxes, and the rote workflows bridging them by hand.

02 / 05 — UNIFY

The relevant data into one foundation.

We pull the relevant data out of those systems into one unified foundation, expressed in the shared language of the business — not another silo next to the others.

03 / 05 — BUILD

An accurate operating picture.

On that foundation we build an operating picture that actually reflects the business — the jobs, customers, commitments, and capacity, and how they connect.

04 / 05 — AUTOMATE

AI workflows on that picture.

With the business legible, automation runs reliably. AI workflows act on the picture — following up, flagging, replanning — instead of acting on guesses.

05 / 05 — IMPACT

Value hits the top & bottom line.

Labor converts into capacity, revenue at risk gets caught early, quotes get priced to reality. Value creation shows up where it counts: the operating results.

ERPJobs · POs · invoices
CRMAccounts · quotes
Spreadsheetscapacity_v7_FINAL.xlsx
Email & chat"…did the Redwood PO ship?"
Tribal knowledgeOnly Dave knows the quote logic
Unified Data Foundation
Operating pictureQUOTESJOBSMACHINESSUPPLY
AI workflow · quote follow-up sent
Top line — quotes won, priced to real capacity
Bottom line — downtime and rote labor caught early

The operating reality, scattered across systems and heads.

The relevant data, unified into one foundation.

One picture that actually reflects the business.

Automation runs on the picture — reliably.

The impact shows up in the operating results.

01FindFragmented systems and rote workflows
02UnifyThe relevant data into one foundation
03BuildAn accurate operating picture
04AutomateAI workflows on that picture
05ImpactValue hits the top & bottom line

Example use cases

The same mechanism, across the portfolio.

Find the fragmentation, unify the data, build the operating picture, automate on top of it. Here's what that looked like at two very different operating businesses — examples, not a services catalog: the mechanism transfers to any operating business with fragmented systems.

Healthcare

Multi-EHR synchronization

Two organizations depend on different EHRs with weak or restrictive APIs, so clinical staff copy records between systems by hand — every day, in both directions, with all the errors that come with it.

We build a reliable synchronization and workflow layer between the two systems, so records move automatically and clinicians work in whichever system they already know.

Hours of data entry eliminated per staff member per week, fewer errors, faster throughput — labor converted into capacity.

EHR AEHR BSYNCED — NOT COPIED BY HAND

Manufacturing

Predictive maintenance + quoting

Machine health data sits apart from jobs, customers, promised dates, and quotes — so a developing machine issue is invisible until it stops the line, and quotes are priced against a guess instead of real capacity.

We build one unified plant model that catches emerging machine issues early and connects them with everything else: the jobs on that machine, the orders behind them, and the quotes in flight.

Lower downtime keeps the plant producing; issues instantly show the revenue at risk and the options to cover it; quotes priced to real capacity protect margin and on-time delivery.

See the full manufacturing picture →
MACHINEJOBSORDERS$REVENUE AT RISK
Security

Built for enterprise-grade security.

Infrastructure designed to protect your most sensitive data.

HIPAA-Ready

Infrastructure designed to meet HIPAA requirements for protected health information.

CCPA & GDPR-Ready

Built for consumer data rights and EU data protection — access, deletion, consent management, and right to erasure.

Military-Grade Encryption

AES-256 encryption at rest and in transit — the same standard used by defense and intelligence agencies.

FAQ

Frequently asked questions

Common questions from PE operating partners about how Overstand works across a portfolio.

From our writing

Request a demo

Have a portfolio company in mind?

Tell us where the operating friction is — we'll show you what the unified picture would catch.