See what's really happening across every portfolio company.
Hobasa is a cross-system intelligence platform that helps organisations identify and resolve hidden operational gaps across Finance and HR initiatives before they impact performance. It transforms disconnected portfolio data into decision-ready information so you can spot risks earlier and act with confidence.
The oversight is the value. The follow-up is the tax.
Portfolio information lives in a dozen systems per company. Significant time goes to reconciling and chasing before any decision can be made. Issues are often identified late, after the impact has already occurred.
What our AI does today
AI that connects your systems, cites its sources and is reviewed by people.
No black-box answers. Every finding is traceable to a record in your systems and validated before it reaches a decision-maker.
Analysis across systems that don't normally talk
Reconcile records from accounting, payroll, HR and operational tools into one view.
Answers linked back to the source
Every finding cites the exact record, row or document it came from.
Explainable and reviewable outputs
Each answer shows the inputs, the rule applied and how it was calculated.
Fraud, anomaly and compliance detection
Duplicate payments, unusual patterns and policy breaks flagged against your rules.
Human review before important decisions
Findings are checked by an analyst before they reach an owner, controller or CFO.
Question
Why did October vendor spend jump vs. September?
Answer
October spend rose $42,180 (+18%). Two invoices from Redwood Logistics appear to be duplicates of September bills paid to the same vendor.
Sources
- GL · Bill #INV-10442 — Redwood LogisticsOct 08
- GL · Bill #INV-10390 — Redwood LogisticsSep 27
- AP ledger export · rows 214–215Nov 02
Illustrative answer. Company names and figures are fictional.
A deeper analytical layer across every company you back.
Most investors start with one or two of these and expand. Each runs on top of the systems the operating team already uses.
Portfolio monitoring
Finance, workforce and operational data unified across every company, refreshed continuously.
Early warning signals
Margin drift, workforce risk and process breakdowns flagged continuously, not at quarter-end.
Cross-company benchmarking
Compare like-for-like across the portfolio with a consistent lens on drivers and outcomes.
Anomaly detection
Unusual patterns across systems and periods, surfaced with the context needed to act.
Post-close oversight
Operational visibility across the first hundred days and every quarter that follows.
Board pack validation
Reconcile investor updates against source systems, so what's presented matches reality.
Value creation tracking
See whether operational initiatives are actually taking hold over time, company by company.
Audit & compliance readiness
Continuous visibility into control gaps and compliance posture, not a quarterly scramble.
A unified oversight layer, not another tool for the operating team.
Hobasa sits on top of the systems your portfolio companies already run, connecting them, structuring the data and surfacing what matters — while the operating team keeps working in the tools they know.
We do the hard part, and we keep doing it.
Connect
Read-only connections into the finance, payroll, HR and ops systems each portfolio company already runs.
Structure
We clean and structure the data into one consistent model, so every company can be read with the same lens.
Surface
Anomalies, drift and early-warning signals surface continuously, with the context needed to act.
Support
Real people support you. Hobasa is a managed oversight layer, not a tool we hand over and walk away from.
Scale oversight without scaling operational complexity.
A connected oversight layer changes the economics of portfolio management. Less manual follow-up, earlier signals, and the room to deliver consistent, defensible decisions across every company.
- Reduced time reviewing, reconciling and chasing portfolio updates
- Faster identification of underperformance, risk and operating issues
- Better allocation of investor attention to the companies that need it most
- Reduced chance of missing early warning signs
- Stronger confidence in portfolio oversight and decision-making
- Earlier identification of value creation opportunities across the book
Built for the way modern investors actually work.
Private equity funds
One consistent surface across every portfolio company, with drill-down into each.
Growth & venture investors
See beyond monthly updates. Track operating health between board meetings.
Family offices & holdcos
Unified oversight across a diverse book of operating companies and investments.
Portfolio operations teams
A shared workspace for value creation, operating reviews and cross-company benchmarking.
The controls your LPs and portfolio companies expect.
- ISO 27001 – Certified
- SOC 2 Type II – Audit in progress, report expected in Q3
- Data masked, access-controlled and audit-logged
- Portfolio data is never used to train LLMs, or shared with third parties
- Sub-processor list available on request
Questions investors ask us.
See what's really happening across every company you back.
Tell us which systems your portfolio companies run, and we'll show you what Hobasa connects and surfaces for an investor engagement.