Portfolio intelligence
Turn every company you support into a source of growth intelligence.
Apex gives each company its own connected growth system, then gives the fund, sponsor, program, or agency a permissioned view across them. You can see where help matters, prove whether the work changed revenue, and let the next company start with evidence instead of opinion.
No credit card to start.Northline Capital is an invented firm. The companies below are familiar examples, not Apex customers, and every figure is made up for this page.
Built for the portfolio operator
Different mandates. One way to prove what works.
Investors, operating partners, accelerator teams, and agencies ask different questions. Apex gives each one a portfolio view without turning the companies underneath it into copies of one another.
See the whole portfolio
Know which company needs help before the meeting starts.
Revenue, retention, customer growth, acquisition efficiency, and product use land on one screen using definitions each company has approved. Apex shows what changed, how long it has been moving, and where another hour or dollar can make the largest difference.
apex / portfolio
AnthropicDatabricks
StripeSpaceXPerplexity
StripeSpaceXPerplexityPortfolio ARR
$13.6M
Added up across 4 companies that are reporting
Revenue · Last 30 days
$2.56M
Across every workspace you were given
Net revenue retention
97%
Weighted by revenue, not an average of rates
Monthly active users
147K
Added up across workspaces
apex / portfolio / companies
Company control stays intact
The company owns the account. You receive only the view it approves.
Every relationship is explicit, scoped, revocable, and recorded on both sides. A company can share portfolio totals, selected metrics, or experiment outcomes without handing over a login or exposing its customer records to another company.
apex / portfolio / approve
Anthropicwhat the company sees when the firm asks
asked by Northline CapitalThe company chooses what the portfolio operator can see. Ending the relationship ends access without moving or copying the company's underlying data.
Read only, scoped, and revocableMake every result reusable
A win at one company becomes a better question for the next.
Apex keeps every outcome with the conditions and reference points that produced it. When the same idea works in one company and does nothing in another, the difference becomes part of the evidence. The portfolio learns without pretending every company is the same.
apex / experiments / reference points
Reference points
Renewed at full seat count across each arm and the baseline before this experiment. Workspace holdout and industry benchmark live in the portfolio view.
Previous baseline
Before this experiment
Renewal reminder
control
Offer the review
variant
apex / portfolio / experiments
AnthropicKept seats
Reference points
Renewed at full seat count across each arm and the baseline before this experiment. Workspace holdout and industry benchmark live in the portfolio view.
Previous baseline
Before this experiment
Renewal reminder
control
Offer the review
variant
73 out of every 100 accounts renewed with every seat, against 58 on the plain reminder, and 56 before the test existed. Both comparisons point the same way, on 178 accounts.
DatabricksNo difference
Reference points
Renewed at full seat count across each arm and the baseline before this experiment. Workspace holdout and industry benchmark live in the portfolio view.
Previous baseline
Before this experiment
Renewal reminder
control
Offer the review
variant
64 against 65, on a starting rate of 64. The two groups can't be told apart, and Apex says so instead of dressing a rounding error up as a small win.
When a team pays per seat, a drop in weekly use predicts lost seats at renewal better than support tickets do.
89% sure· 2 tests, 1,180 accounts
last moved by the first renewal test
Offering a quiet account a review keeps seats, when the customer pays per seat.
74% sure· 2 tests, 1,640 accounts
last moved by the second renewal test
The same offer does nothing when the customer pays for what they use instead of per seat.
68% sure· 1 test, 460 accounts
last moved by the second renewal test
Paid social brings in teams that don't stay long enough to pay back what they cost.
55% sure· 1 test, 8 groups of customers
last moved by the channel review
Your move
Make every company better. Keep what the portfolio learns.
See where help matters. Turn operating ideas into experiments. Prove what changed revenue. Carry the lesson forward without crossing company lines.