Never miss a moment that matters in your portfolio
Automated news monitoring for boutique PE funds, family offices, and advisory firms. Know about funding rounds, exits, leadership changes, and market shifts—before your next conversation.
Designed for firms tracking 30–200 portfolio companies · Designed for firms tracking 30–200 portfolio companies · Designed for firms tracking 30–200 portfolio companies · Designed for firms tracking 30–200 portfolio companies
"Most firms find out about opportunities weeks late. We make sure you're always informed."
— Karin Garcia
Founder, Arcumen Studio
Background: Operational excellence × systems thinking × automation ninja
The problem:
Brilliant teams, blind spots
You find out a portfolio company raised Series B three weeks late. A key executive left and you missed it. A client's competitor got acquired while you were in meetings.
Opportunities go to whoever showed up informed.
What it is
Portfolio News Monitoring
A daily or weekly digest of relevant news for the companies and sectors you track. We monitor funding announcements, M&A activity, leadership changes, regulatory shifts, and industry developments—then deliver what matters directly to your inbox.
No dashboards to check. No alerts to configure. No manual searching. Just the information you need, formatted for action.
Never miss an outreach trigger
Portfolio company raises Series B? Key exec leaves? Acquisition announced? You know immediately—not three weeks later when someone mentions it on LinkedIn.
Show up informed when it matters
Walk into conversations with current context. Reference recent developments. Maintain the "always in the loop" presence that builds trust.
Reclaim time spent on manual monitoring
Stop scrolling news sites, setting Google Alerts that don't work, or asking associates to track updates. It happens automatically.
How it works
1. Share your watchlist
Tell us which companies, sectors, and people to monitor. Fill out a short form—takes 2 minutes, no call needed.
2. Build
We configure the monitoring, test the filters, and deliver your first sample brief for review. Takes 2–3 days.
3. Free week starts
Briefs arrive daily or weekly (your choice). See what you've been missing. Adjust the watchlist anytime.
4. You decide
If it's valuable, continue. If not, walk away—no payment, no awkwardness.
Simple pricing. No per-seat fees, no annual lock-in.
Every tier includes a free 1-week trial — your first briefs delivered within 24 hours, no payment required.
Starter
€500/month
1–5 portfolio companies
Sources
Google News, RSS feeds, press releases, public filings, company blogs
Daily brief delivered to your inbox — every article reviewed by a human before it reaches you. Covers Funding, M&A, Leadership changes, and Regulatory signals across your watchlist.
Best for: solo GPs, small family offices, or teams testing the service on a single fund.
Professional
€750–1,000/month
10–20 portfolio companies
Sources
Everything in Starter + Crunchbase, Factiva (Dow Jones), Dealroom
Everything in Starter, scaled to a full portfolio. Priority support — watchlist changes processed same day, direct line to your monitoring analyst.
Best for: PE funds with active portfolios, strategy consultants covering multiple sectors.
Custom
from €1,500/month
20+ companies, tailored coverage
Sources
Everything in Professional + Handelsregister, Bundesanzeiger, Registro Mercantil, stock exchange filings (SIX, BME, BVL)
Custom monitoring categories beyond the standard four. Weekly strategy calls to discuss signals and adjust coverage. Built around how your team actually uses intelligence.
Best for: multi-fund offices, investment banks, or firms with specific sector or regulatory needs.
Once you see how this works...
Most clients start with portfolio news monitoring, then add:
Meeting Prep Briefs
Automated dossiers before every scheduled call. Company background, recent news, relationship history—compiled automatically.
Relationship Coverage Alerts
Know when key contacts haven't heard from you in 60/90/120 days. Stop letting relationships go cold.
Outreach Ghostwriter
Draft personalized emails based on triggers and contact context. Maintain your voice, eliminate the blank page problem.
These automations work together as a full revenue operations system—but you don't need to buy the bundle upfront. Start with what matters most, expand when you're ready.
Who this is for
This works best for:
Boutique PE funds tracking portfolio companies and deal pipeline
Family offices monitoring investments and founder networks
Strategy consultants watching client sectors and competitive moves
Investment banks covering target accounts and M&A activity
Not a fit if:
You need enterprise integrations or have an internal ops team
You want a dashboard to log into (we deliver via email)
Your watchlist changes hourly (this is built for consistent monitoring)
I work with relationship-driven businesses because I understand firms where trust, discretion, and personal touch matter. This isn't mass-market automation—it's built specifically for how boutique firms operate.
Frequently asked questions
Do I need to give you access to our CRM or internal systems?
No. We only need your watchlist (company names, key people, sectors). Monitoring happens externally, briefs are delivered via email.
How do you source the news?
We aggregate from public sources—press releases, industry publications, regulatory filings, company announcements—then filter and format what's relevant to your watchlist.
What if I want to change the watchlist during the free week?
Easy. Just email us the changes and we'll update the monitoring same day.
Can I see a sample before committing to the free week?
Yes. Book the 15-minute setup call and I'll show you a mock brief based on a sample portfolio before we configure yours.
What happens after the free week if I don't continue?
Nothing. No payment, no follow-up unless you ask for it. The monitoring just stops.
How is this different from Google Alerts or Bloomberg?
Google Alerts generate 90% noise. Bloomberg costs €24K/year and requires someone to extract what's relevant. We deliver pre-filtered, actionable intelligence at a fraction of the cost.
Ready to see what you're missing?
Get your first brief — no call needed. Just tell us which companies to watch, and we'll deliver your first news brief within 24 hours.
If it's not valuable, you walk away. If it is, you keep it running.