The holding company operating system

The holding company operating system

Azaz unifies margin, budget variance, and legal exposure across every operating or portfolio company
delivering portfolio-wide compounding intelligence to incoming principles and deal teams in real-time.

Azaz unifies margin, budget variance, and legal exposure across every operating or portfolio company
delivering portfolio-wide compounding intelligence to incoming principles and deal teams in real-time.

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AZAZ

THE PROBLEM

Portfolio monitoring
is broken.

Every subsidiary reports differently, finance teams lose days reconciling spreadsheets to answer basic questions about the group. The contracts are worse. Supplier agreements, leases, and covenants sit buried, many never read end-to-end after signing. Auto-renewals trigger on unfavourable terms. Break clauses pass unused. When leadership turns over, institutional memory walks out too.

By the time margin compression, a punitive covenant, or a poorly structured loan starts causing excess loss, the window to act has usually closed. Principals are left flying blind, paying for problems that could've been caught months earlier.

WHAT AZAZ DOES

What Azaz Does

One platform. Two critical signals
Margin risk
Margin risk

Continuous monitoring of profitability across every company

Continuous monitoring of profitability across every company

Azaz catches margin compression in the month it starts, not in a board pack three months later.

Azaz catches margin compression in the month it starts, not in a board pack three months later.

Obligations, before they find you
Obligations, before they find you

Every covenant, option and deadline your documents are hiding.

Every covenant, option and deadline your documents are hiding.

CONTRACTFLAG

Azaz reads the contracts, loan agreements and licences across every entity and puts what's coming on one calendar.

Azaz reads the contracts, loan agreements and licences across every entity and puts what's coming on one calendar.

HOW IT WORKS

Built for heterogeneous portfolios.

Azaz ingests financial data, management reports, and legal documents from each portco or opco in whatever format they arrive.

Azaz ingests financial data, management reports, and legal documents from each portco or opco in whatever format they arrive.

Azaz ingests financial data, management reports, and legal documents from each portco or opco in whatever format they arrive.

AI handles the normalisation - standardising mismatched charts of accounts, extracting structured data from unstructured documents, and interpreting each portco's reporting on its own terms. The deal team works from one source of truth, even when the underlying portcos never will.

More information only grows intelligence. Data is stored and accessed using proprietary methods - giving you depth of intelligence other AI services can't provide.

AI handles the normalisation - standardising mismatched charts of accounts, extracting structured data from unstructured documents, and interpreting each portco's reporting on its own terms. The deal team works from one source of truth, even when the underlying portcos never will.

More information only grows intelligence. Data is stored and accessed using proprietary methods - giving you depth of intelligence other AI services can't provide.

INGESTNORMALISE WITH AIUNIFIED VIEW

WHO ITS FOR

Built for deal teams and partners.

FUNDPORTCO APORTCO BPORTCO CPORTCO DPORTCO EPORTCO FBUSINESS UNITBUSINESS UNITBUSINESS UNIT
FUNDPORTCO APORTCO BPORTCO CPORTCO DPORTCO EPORTCO FBUSINESS UNITBUSINESS UNITBUSINESS UNIT

Azaz is designed specifically for the investment professionals responsible for portfolio performance at family offices and PE firms - from the incoming chairmen tasked with maintaining a legacy, to the associates running the numbers, and the partners preparing for board meetings and LP updates.

Not a generic BI tool retrofitted for PE, but a platform built from the ground up around the way deal teams actually work.

WHY AZAZ

Encrypted
Team Messaging

Keep investment, legal, and operating teams aligned with secure internal threads tied to companies, documents, and decisions.

AI-Powered
Contract Review

Surface key obligations, covenants, renewal dates, consent rights, and risk flags from legal and commercial documents.

Portfolio Company
Intelligence

Track each company’s financials, documents, governance items, ownership structure, and operating context in one workspace.

Smart Data Room

Organize diligence materials, financial statements, contracts, board materials, and filings with searchable document intelligence.

Financial Statement
Analysis

Review uploaded financials, monitor trends, compare periods, and identify performance changes across the portfolio.

Deadline & Obligation
Tracking

Convert contracts and filings into actionable reminders for reporting dates, renewals, compliance items, and approvals.

Governance & Approval
Workflows

Route extracted entities, document classifications, proposed links, and key decisions through structured review queues.

Audit-Ready Activity
History

Maintain a clear record of user activity, document changes, approvals, and system actions for internal governance and compliance.

See Azaz in action.

Book a demo and we'll walk you through how Azaz fits into your portfolio monitoring workflow - from subsidiary to c-suite.

Request a demo