Custom software and consulting for portfolio companies

Build the software and AI capability that moves the portfolio forward.

SilverShore works with private equity firms and sponsor-backed portfolio companies that need better software, clearer workflows, practical AI adoption, or a more dependable path to growth.

Portfolio support scope

Start with the bottleneck, then build what the team needs

Our best-fit portfolio companies are sponsor-backed platform and add-on businesses with management teams responsible for improving how work, data, and revenue move. We bring consulting, custom software, market intelligence, lead generation, and team training into one practical engagement.

Network membership is for intermediary-sourced deal flow and market intelligence. Portfolio company support starts with a Calendly strategy meeting.

Brand development

Make the company easier to understand

We clarify positioning, messaging, and proof so the company earns attention in its market.

Market intelligence

Focus the next market move

We map demand, competitors, and target segments so the team knows where to focus.

Lead generation

Build qualified demand

We create a repeatable pipeline beyond referrals and make activity visible to the sponsor.

Workflow and software development

Build the system behind the work

We design and build custom software around the workflow the company actually needs to improve.

Team AI and automation training

Make better tools part of the day

We train teams to use AI and automation in practical, repeatable ways that fit their operating cadence.

A useful next step

Book a portfolio support call

Bring the workflow, software gap, or team challenge. We will map the next practical move together.

Book a strategy call
Workflow and software development

Build the software the portfolio needs next

We map the workflow before choosing the build, then create custom software, dashboards, and integrations around the company's real bottleneck.

  • We redesign the workflow before adding another tool.
  • We build custom software for intake, quoting, scheduling, reporting, and operating visibility.
  • We connect the systems the team already uses so information moves without manual re-entry.
Discuss a software build
Hand-drawn illustration of connected workflows, dashboards, and software supporting portfolio company operations
Hand-drawn illustration of an outbound campaign and nurture sequence building a pipeline
Lead generation & outbound

A pipeline you can forecast

This work is for portfolio companies that need qualified demand beyond referrals. We tighten the positioning and then build a pipeline the sponsor can see.

  • We clarify the positioning and offer so buyers understand them quickly.
  • We build target lists, campaigns, and multichannel sequences.
  • We report activity in a way that ties it to booked revenue.
Book a portfolio growth call
Team AI and automation training

Give the team a practical way to work with AI

We train the team to use AI and automation in daily work, with practical guidance tied to the company's workflows and operating goals.

  • We train teams on practical AI use for research, writing, analysis, reporting, and customer work.
  • We document repeatable workflows so new tools become part of the operating cadence.
  • We help leaders set useful guardrails, ownership, and review habits around AI-assisted work.
Plan team AI and automation training
Hand-drawn illustration of a team using AI agents and operating dashboards
Who this work is built for

Portfolio support for teams that need operating leverage

The strongest fit is a sponsor-backed platform or add-on company with a clear initiative, an accountable management team, and enough repeatable work for better systems to create leverage.

Platform companies

Build the operating layer behind the next phase of growth.

Best fit when management needs custom software, clearer reporting, or workflow visibility without building a large internal engineering group.

Add-on companies

Connect systems and teams after an acquisition.

Best fit when an add-on is entering a larger platform and needs shared workflows, cleaner data, and a practical operating cadence.

Management teams

Make AI and automation part of daily work.

Best fit when leaders want implementation, training, and guardrails that turn new tools into useful, repeatable work.

We commonly support investor-backed companies in business services, software, distribution, healthcare, and manufacturing, particularly where repeatable operations and management visibility matter.

Answers

Common questions from sponsors and management teams

What kind of software work do you take on?+
We take on focused workflow and software projects that improve how the company handles work, data, and reporting. That can include internal tools, dashboards, integrations, and practical automation.
How does this work alongside the sponsor?+
We work directly with the management team and report into the sponsor. Dashboards and operating cadence are built so the investor gets visibility without adding reporting load to the company.
Is this a software agency or a consulting firm?+
We combine consulting, custom software development, workflow design, and team training. The work is scoped around the company's operating constraint, so the result is a useful system and a team that knows how to use it.
What does an engagement start with?+
A discovery call with the management team and sponsor to find where momentum is leaking, then a scoped plan sequenced so the first build pays for itself before the next begins.
Next step

Build the operating layer your portfolio needs

Bring the workflow, software gap, team capability, or growth constraint that needs to improve. Portfolio support starts with a Calendly strategy meeting.