Roll Qoris workers into every portfolio company with one policy framework, one audit posture, and one operating standard — without forcing portcos onto a single tech stack.
Fragmented AI sprawl across portcos.
Every portfolio company is buying AI tools independently. No shared policy, no shared audit posture, no shared standard — and no way for the fund to see what's been deployed where.
Value creation stalls on operational standardization.
Operating Partners can't drive efficiency programs across portcos when every company runs different systems, different workflows, and different oversight rules. The playbook stops at the portco doorstep.
One bad AI action becomes a portfolio-level incident.
An autonomous agent at one portco mishandling customer data, sending an unauthorized email, or breaking a compliance rule creates exposure that hits the fund's reputation — not just the portco's.
Each worker ships with templates, integrations, default Knox policy, and audit logging. Deploy once at the fund level, roll out across portcos, govern under one framework.
Worker
SOP Extraction Worker
Captures tribal knowledge from operators at newly acquired portcos. Drafts standard operating procedures, flags inconsistencies, surfaces automation candidates for operating partner review.
Common integrations: Document stores, Slack, internal wikis, screen recording tools
Worker
Operations Task Router
Routes operational tasks across portfolio companies, surfaces inconsistencies in handoffs and approvals, drafts standardized process recommendations for operating partner review.
Common integrations: NetSuite, QuickBooks, ERP systems, project management tools
Worker
Weekly Reporting Worker
Pulls operational and financial reporting from every portco on a single cadence. Drafts board packets, flags variances, escalates exceptions for fund team review.
Common integrations: Accounting systems, BI platforms, document stores
Worker
Customer Success Worker
Handles tier-1 customer requests at portco level. Drafts responses, escalates exceptions, logs every interaction. Same governance posture across every portco that deploys it.
Common integrations: Zendesk, Intercom, Gmail, portco CRMs
Worker
Invoice & Billing Review Worker
Matches invoices to POs at portco level. Flags exceptions, drafts payment approvals, surfaces duplicate or fraudulent patterns. Standard across the portfolio.
Common integrations: NetSuite, QuickBooks, SAP, email
Worker
Compliance Monitor
Monitors compliance posture across every portco. Flags violations, drafts remediation, routes high-severity events to portco compliance leads for sign-off.
Common integrations: Document stores, GRC platforms, regulatory portals
Knox policy sets defined at the fund level, deployed across every portco workspace. Operating Partners set the standard once and enforce it everywhere.
Every action across every portco logged with immutable timestamps. Portfolio-wide audit retention, exportable per portco for diligence, exits, or compliance review.
Workers connect to NetSuite, QuickBooks, Salesforce, HubSpot, and the systems each portco already uses. No rip-and-replace across the portfolio — Qoris meets each portco where it is.
For portcos with data residency, customer data, or security constraints — workers run in portco-owned infrastructure with audit logging visible to the fund without exposing operational data.
Qoris is built for the workflows operating partners and value creation teams already own — operational standardization, cross-portco reporting, SOP extraction at acquired businesses, and portfolio-wide compliance posture. Workers ship pre-configured with Knox policy and audit logging. Most portcos have a worker running against their stack within a week.
NVIDIA Inception Program
Claude Partner Network member
Qoris gives operating partners and value creation teams the operating layer for governed AI work at portfolio scale: workers, approvals, memory, audit, and infrastructure controls — one framework, every portco.
