Looking for AI consulting services?Talk to the Padiso team
Padiso logo
Padiso
Blueprints/Private Equity
Azure reference architecture

Standardized operating playbooks across the portfolio

A Azure reference architecture for standardized operating playbooks across the portfolio in Private Equity. Triggered by monthly close at a portfolio company, Padiso orchestrates 3 specialist agents on Azure AI Foundry, reaching portfolio-company accounting (netsuite / quickbooks) and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

Join the waitlistBook a demo
AzureRuntime: Azure AI Foundry

Trigger

Monthly close at a portfolio company

Private Equity

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Azure AI Foundry

Diligence agent

agent

Operating-partner agent

agent

Reporting agent

agent

Integrations · MCP

MCP gateway

notion
airtable
google-drive
salesforce

Your systems

Portfolio-company accounting (NetSuite / QuickBooks)

Portfolio data warehouse

General Ledger (GL)

How the data flows

Trigger: Monthly close at a portfolio company

  1. 1

    Reporting agent pulls the trial balance and KPIs from each portco system

  2. 2

    It maps them to the standard portfolio chart of accounts

  3. 3

    Consolidation agent assembles the LP-ready package and variance commentary

  4. 4

    Operating partner approves before distribution

Agent team

  • Diligence agent
  • Operating-partner agent
  • Reporting agent

Integrations

notion
airtable
google-drive
salesforce

Reached through the Model Context Protocol, scoped and governed.

Runtime & data

Azure AI Foundry

Portfolio-company accounting (NetSuite / QuickBooks)

Portfolio data warehouse

General Ledger (GL)

Security & operational considerations

  • Standardized chart of accounts across the portfolio
  • Numbers reconciled to source before reporting
  • Audit trail on every consolidation adjustment

Azure deployment

Deployed in your Azure tenant on AI Foundry, with Entra ID scoping, Private Endpoints into your VNet, and Azure Monitor for audit and observability.

Run this blueprint anywhere

Local / Desktop

Claude Code + Ollama, on your machines

AWS

Amazon Bedrock AgentCore

Azure

Viewing

Azure AI Foundry

More Private Equity blueprints

Azure

Due diligence in hours, not weeks

Run your business on agents.

Start free, or talk to us about putting an agent workforce to work across your operations.

Join the waitlistBook a demo