SOLUTION · MICRO-PE

A full C-Suite for every portfolio company.

You hold 7 to 20 operating businesses. None of them can afford a real CMO; most can barely afford a fractional. The result: every operator is overloaded, every monthly deck arrives late, and you spend Sunday nights chasing numbers instead of evaluating performance.

Merkava deploys all five departments — Marketing, Sales, Operations, Engineering, Finance, each run by its AI exec — into every portfolio company. The Full C-Suite is $699/mo. Operators get firepower they couldn't justify hiring; you see every department's actions in one workspace. The numbers come to you, audit-logged and sourced. Your value-add becomes pattern recognition again, not data archaeology.

A FULL C-SUITE PER COMPANY

Each portfolio company gets all five departments at $699/mo — the execs and specialists that actually run the tools, on one shared cockpit where every system talks. You replace the headcount that operates the stack, not just the stack. The tools are the cheapest part of what you're getting. The thesis is operating leverage: deploy the same playbook everywhere, on one data layer instead of twenty silos.

THE PAIN

Portfolio oversight is month-end accounting in disguise.

RECOMMENDED STACK

Signal in. Patterns out.

Your operators install the Drives they already want to use. You get the rollup. Nobody writes a report twice.

The monthly update call used to be me asking twelve operators for the same six numbers. Now I walk in with the numbers already in front of me. The call is the work, not the collection.
LV
Leo Vance
Principal, Eastmoor Holdings · micro-PE, 14 operating companies
PRICING
Holding tier
$999 / mo
Up to 20 portfolio companies. Centerline for every entity. Operator-level Drives included. DD-mode for prospective acquisitions: spin up a read-only tenant to evaluate in 24 hours. Full pricing

Portfolio oversight without the busywork.

Merkava's holding tier opens alongside Centerline. Waitlist operators and investors get founding-price access and a voice in the portfolio primitives.

VS. THE ALTERNATIVES

How Merkava compares.

vs. QuickBooks + spreadsheets
Classic micro-PE stack: QuickBooks per company + a master spreadsheet. You are always behind. Merkava pulls from QuickBooks and surfaces the roll-up live.
vs. Baremetrics
Baremetrics is SaaS-metrics-only — MRR, churn, LTV. If that is all you need, it is good. Merkava does the metrics plus every other operator surface across every portfolio company.
vs. a custom dashboard
You hire a fractional BI person and build Retool + Postgres + custom dashboards. Works. Cost: $4k to $8k/mo fully loaded + 4-week build + maintenance. Merkava ships the workspace on day one.
QUESTIONS

FAQ.

Can I roll up across portfolio companies?

Yes. Every venture's MRR, burn, pipeline, hiring, content, ad spend rolls up to the portfolio view. You see company-level and roll-up in Merkava.

Can I scope data so each portfolio company only sees its own?

RBAC spec includes per-venture scoping. Ships post-pitch. Today every user sees everything on the account.

Does Merkava integrate with QuickBooks for portfolio cashflow?

QuickBooks integration is on the Xero-equivalent roadmap (Xero ships today at the integration level; QuickBooks is next). Manual Xero-based roll-up works today.

How does Merkava compare to Visible.vc or ChartMogul for portfolio companies?

Those are fundraising-facing BI tools (Visible) or SaaS metrics (ChartMogul). Merkava is operator-facing BI — the view your operators use to run the company, not just the view you send investors. Both can coexist; Merkava is Merkava for day-to-day.

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