Built for Multi-Company Operations
Manage your entire portfolio while giving each business the flexibility to operate independently.
Consolidated Reporting
Roll-up reports across all portfolio companies with drill-down capability into individual businesses.
Portfolio Analytics
Compare performance across companies, identify best practices, and spot opportunities for improvement.
Shared Resources
Share templates, pricing, vendors, and best practices across your portfolio while maintaining brand independence.
Role-Based Access
Granular permissions ensure each team sees only what they need. Corporate users get portfolio-wide visibility.
Data Segregation
Keep each company's data completely separate while enabling consolidated reporting and analytics.
Scalable Architecture
Add new companies seamlessly as your portfolio grows. No performance degradation.
Perfect for Private Equity & Holding Companies
Ask Lou Portfolio Solutions is designed for firms managing multiple roofing businesses. Get the visibility and control you need for portfolio management while empowering local teams.
Companies in largest portfolio
Data security and isolation
Saved per month on reporting