Azimyx is the integrated portfolio intelligence platform for private equity firms, holding companies, and family offices. Direct API connections to your accounting, operations, HR, and asset systems — across every company in your portfolio, in one console.
Operating partners spend their days reconciling spreadsheets, board decks, and a dozen disconnected systems. Azimyx pulls them together — financials from your accounting platform, operations from your field-service systems, headcount from your HRIS, assets from your tracking platform — into one workspace built for how portfolios actually run.
One pane per portfolio company, drawn live from the systems that own the data. Revenue from accounting. Sales pipeline from operations. Headcount from payroll. No analyst handoffs, no quarter-end reconciliation marathons.
Multi-entity is built in, not bolted on. Roll up by holdings, division, or trade. Drill all the way down to a single jobsite. Hierarchy and consolidation are first-class concepts — and so is the granular permission model that decides who sees what.
P&L and balance sheet pulled live from your accounting system, location-scoped or rolled up. Summary view for the operator, full GL detail for the controller. No staleness, no delta between Azimyx and the source of record.
Headcount, comp, and org structure pulled live from your HRIS. Visualize every reporting line across the portfolio. Track labor cost next to production. Hold every layer of the organization accountable.
Channel-by-channel attribution from spend through close. Cost per lead, conversion rate, and true ROAS — live from your ad platforms, CRM, and accounting system. Stop guessing which channels actually drive growth.
Annual budgets, monthly variance, and rolling forecasts. Compare planned versus actual at every level — portfolio, entity, department, GL account. Catch variance the moment it happens, not three months later in a board deck.
Specialized modules for the operators actually doing the work — technician performance, project costing, sales pipeline, invoice categorization, and acquisition tracking.
Live operational heartbeat. Revenue, calls run, conversion, and average ticket refreshed every few minutes from your field-service system.
Technician scorecards, rankings, and ride-along productivity. See top performers by revenue, conversion, ticket size, and time on site.
Project-level cost tracking with budget vs. actual, percentage complete, and earned revenue. WIP reports that reconcile against the GL.
Pipeline visibility from lead through sold. Funnel performance by rep, by location, by source. Drill into any stage for individual deal status.
Service & Non-stocked Inventory categorization. Automatically classifies invoice line items into materials, labor, subcontract, and overhead for accurate cost reporting.
M&A deal flow management. Track targets from sourcing through close with stage gates, financial snapshots, and integrated due-diligence checklists.
The Azimyx API layer connects to virtually any system that runs your business — accounting, operations, HR, payroll, CRM, asset tracking, data warehouses. If it has an API, we integrate. If it doesn't, we build the connector. New integrations ship weekly.
Operational intelligence that defines your direction. From boardroom-level rollups down to individual job-site detail — with permission controls that match how real organizations work.
The foundation of the platform. Direct, authenticated API connections to your accounting, operations, HR, CRM, and asset systems. Live data, no exports, no analyst handoffs.
L10 meetings, weekly scorecards, action items, recap distribution, and operational dashboards. The cadence and tooling that drive operating excellence — built in, not bolted on.
Multi-entity hierarchy, trade and geography filters, period selectors, and full GL detail. See the rollup, drill to the location, then drill to the line item.
Role-based access for executives, operators, controllers, and individual contributors. Field-level controls. Per-entity visibility. Everyone sees what they should — and nothing more.
Headcount, comp, org structure, and payroll data pulled live from your HRIS. Track labor cost alongside production. Drive accountability across the org chart.
Unified master data for entities, assets, customers, and vendors. Asset tracking and CMMS integrations keep equipment, maintenance, and depreciation visible across the portfolio.
Azimyx is industry-agnostic and built for portfolios of any size. Particularly powerful for multi-entity operators in trades, services, manufacturing, and asset-heavy verticals where operating excellence drives returns.
Azimyx is rolling out by invitation. Tell us about your portfolio — we'll be in touch to discuss what a workspace looks like for you.