Ten companies,
one page, one week.

A fund owns ten companies and reads them ten different ways. The Portfolio Read puts every company through the same questions in one week, and the owner’s book reads the result on one page, from what each company chooses to send.

During ownership · for the fund · one week · the first reading is free

01 · Why it matters

Ten companies, ten reporting packs, no single view.

The term it movesAll three, across every company in the fund
The business it worksBoth, read company by company: where the margin leaks, where the line is being built
The models it readsThe questions across the three models, the same for every company
Where it lives in MakersOSThe owner’s book, reading each company’s Certificate; the free Diagnostic in each company’s browser

Every portfolio company reports in its own format, and the operating partner rebuilds the comparison by hand before every review. The Portfolio Read changes the unit from the company to the fund. Each company runs the free Diagnostic in its own browser, nothing transmitted, and chooses to send its Certificate: the quarter’s aggregates under one model, signed, with no seat answer and no evidence text inside it. The owner’s book reads the Certificates and never collects a figure from a company directly, which is why a portfolio company answers honestly. On one page the fund sees every company read the same way, with the gap priced in euros beside each, and the first paid Value Read goes to the two companies where the gap is largest.

68 per cent of large general partners and 52 per cent of small ones say they cannot meet investors’ bespoke reporting demands in real time.

Source · MSCI Private Assets GP Survey 2025, cited by KPMG, October 2025

02 · What you hold

At the end, in your hands.

  1. Every company read the same way: the questions across the three models, under one model, in one week.
  2. The owner’s book, open: ten companies on one page, each from its own Certificate, with the priced gap in euros beside each.
  3. The two to read first: the companies where the priced gap is largest, named with the euros behind the choice.
  4. Both businesses across the book: where today’s margin is leaking and where the next line is being built, company by company.
  5. The quarterly rhythm: each company’s Room closes every quarter and the book re-reads it, so the page is never older than a quarter.
03 · The clock

A fixed clock, a named day for the findings.

The clockOne week, from the fund’s list to the findings
The outcomeEvery company on one page, and the first Value Read scoped
Week by weekIn the proposal, with the names and the dates
04 · Who reads it, and what follows

Partners do the work, and answer for it.

Each company answers on its own, in its own Room
The book and the Certificates it reads · John Lazar, Ted Tanase
The book, with the fund · Cristian Paun
The first Value Read, scoped
The lead partner
Cristian Paun

Reads the book with the operating partner and scopes the first Value Read in the same meeting. The companies answer on their own; nobody from Makers of New enters a portfolio company in week one.

The seats
John Lazar
Ted Tanase

John Lazar answers for the book and the Certificates it reads. Ted Tanase answers for the boundary: each company’s answers stay in its own Room.

Where it leads

The Value Read on the two largest gaps, then The Programme and the Room where the read finds value. The book keeps reading every company every quarter, from the Certificates they choose to send. The demonstration book, eight fictional companies, is walked through on a call.

Meet the partners →

05 · What buyers ask first

Four answers, before you ask.

How fast

One week from the first email to the book read with the fund. The Diagnostic takes each company about twenty minutes.

What we need

The list of companies and one named seat in each. No data leaves a company except the Certificate it chooses to send.

How it differs from a portfolio review

Every company is read the same way under one model, the figures are the companies’ own, and the book never collects from a company directly.

What it costs

The first reading is free for every company. The book and the first Value Read are priced in writing after the day-six meeting.

Read the whole portfolio the same way, once.

Start a conversation → Ask for the walk through the demonstration book →

A fixed fee for every read · the Programme and the Room can also run on a lower fee plus a capped share of the value your team signs as realised · agreed in writing before work starts