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Blueprints/Private Equity
Local / Desktop reference architecture

Standardized operating playbooks across the portfolio

A Local / Desktop 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 Claude Code + Ollama, on your machines, reaching portfolio-company accounting (netsuite / quickbooks) and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

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Local / DesktopRuntime: Claude Code + Ollama, on your machines

Trigger

Monthly close at a portfolio company

Private Equity

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Claude Code + Ollama, on your machines

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

Claude Code + Ollama, on your machines

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

Local / Desktop deployment

Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.

Run this blueprint anywhere

Local / Desktop

Viewing

Claude Code + Ollama, on your machines

AWS

Amazon Bedrock AgentCore

Azure

Azure AI Foundry

More Private Equity blueprints

Local / Desktop

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.

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