Mabel Portfolio runs the same structured assessment inside each company you hold — its own people interviewed by link, findings quantified and cited, a report you can send, and a plan the company’s own leadership decides on. Plus the facts and documents you ask all of them for every quarter, collected the same way.
Free to set up. Run the first assessment on one company — send yourself the interview link and read what comes back — before anyone else is invited.
How it works
Set up once. The second company takes minutes, because it answers the same areas as the first.
What it does, which teams matter, and the question areas you want answered in every company you hold. The interviewer is drafted from that and from your own profile — your name on it, not ours.
Each person gets their own private link and twenty minutes. No account to create, no calendar to negotiate, no partner on a plane. They can stop halfway and come back.
Findings arrive quantified and cited. The company’s own leadership can open the plan, work through it item by item, and agree or decline each one in their own name.
Who runs this
Every one of them holds companies it cannot be inside often enough, and wants the answer from the same questions each time.
Buyout and growth equity
In the weeks after close, the people who actually do the work — finance, operations, support — talk to an interviewer that will not accept “a lot”. It asks how many hours, how often, and how many people, and it asks the same things in the next company you buy.
What comes backA cited report per company, and a plan the company’s own CEO has agreed to under their own name instead of one you wrote up for them.
Venture portfolios
The same question areas put to every founding team by link, at whatever hour suits them. Nobody schedules twenty calls, and nobody writes twenty sets of notes that cannot be compared with each other.
What comes backThe same areas answered in each company, so “we’re fine on data” arrives with a number beside it and a sentence behind the number.
Family offices
You hold businesses you did not build and cannot staff an analyst against. The interviews run themselves; what you read afterwards is the part that needed you.
What comes backAn outside-quality assessment of a company you own, without putting a firm on retainer to produce it.
Corporate development and group centres
A unit acquired last quarter and one held for a decade get the same interview, so the difference you see between them is a real difference and not a difference in who asked.
What comes backOne record per unit and one plan per unit, all of them answering the areas the group centre defined once.
Anything you ask all of them, every quarter
Write the list yourself, one line per field with a type — a date, a number, a yes/no, a document. Each company gets a link, and the answers land in named fields with the documents attached rather than in a thread of replies.
What comes backOne table across every company you hold, and a template you keep editing as you learn what you should have been asking.
Why you can send it to a company you hold
The interview happens inside a company whose staff did not choose you, about work they are paid to defend. That has to be handled properly, or the answers are worthless.
Your firm’s name, logo and colours are on the interview the company’s staff open. They are talking to somebody their board already knows, which is most of why they answer honestly rather than carefully.
One unguessable link each. No password, no app, no IT ticket at a company that has three people in IT. A link can be revoked, and revoking it takes effect immediately.
Every finding carries its numbers — hours, how often, how many people, what it costs. Where somebody says “a lot”, the follow-up is asked in the same breath rather than left for a workshop you then have to run.
A line in the report resolves to the findings underneath it, and each finding to the exact turn of the conversation that produced it. A citation that does not resolve is removed, and a claim left with none is dropped whole — so nothing unsupported borrows the authority of what surrounds it.
The plan opens on their side, by link, one item at a time. What the record then holds is their decision, distinguished from one you recorded on their behalf — which is the difference between a signature and hearsay when the same plan is reviewed two quarters later.
The evidence a company sees under each item is anonymous by default — the speaker’s name is never read out for the plan they open. You see the attribution in your own workspace; the room where the plan is presented does not.
Where it is today
This reads a company from the inside — its own people, its own documents — and it is built for the companies you already hold. It is not a data room, it does not underwrite or value anything, it is not a substitute for a diligence provider, and it carries no certification of any kind.
Each company gets its own assessment, its own cited report and its own plan, and the list of them is one place. The cross-company view — the same finding lined up side by side across everything you hold — is being built. It is the next thing, and we would rather say so than show you a screenshot of it.
A company’s staff are anonymous to their own management by default, but not to your workspace: you see who said what. There is no anonymous mode yet, a collection campaign says so on its first screen rather than in a footnote, and an aggregate-only mode will arrive as a guarantee rather than a checkbox.
Start with one company this week. Add the rest once you have read what the first one sent back.