An AI executive team 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 an AI executive team — GROWTH, SALES, OPS, TECH, FINANCE — into every portfolio company at $599/mo. Operators get firepower they couldn't justify hiring; you see every exec's actions in one workspace. The numbers come to you, audit-logged and sourced. Your value-add becomes pattern recognition again, not data archaeology.
Each portfolio company gets the full Merkava stack at $599/mo — every exec, every specialist, every tool. The thesis is operating leverage; finally deploy the same playbook everywhere without the SaaS-stack overhead.
Portfolio oversight is month-end accounting in disguise.
- Every operator reports differently. One sends a Google Doc, one sends a Notion page, one forgets. You've asked for a template; it didn't stick.
- Anomalies surface late. Churn spiked in March. You see it in April's deck. The fix window closed.
- Playbooks don't cascade. The pricing move that worked at Company A would probably work at Company C. Nothing in the stack notices or suggests.
- Due diligence is a project every time. Each new acquisition starts with three weeks of data-room archaeology. You pay a fractional CFO to do it; it still takes three weeks.
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.
Principal, Eastmoor Holdings · micro-PE, 14 operating companies
$999 / mo
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.
How Merkava compares.
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.