Ask anything about the business you run.
Find the dollars hiding between your systems.
Real operating reviews start with a question — and today answering it takes a week of stitching together QuickBooks, Salesforce, Slack, and a stack of spreadsheets. The dollars hiding between those systems never get found at all. ORIS synthesizes every connected system into one always-on intelligence layer — sourced answers in plain English, optimization opportunities surfaced before you ask.
Private equity firms first. Then any operator running a complex multi-system business. Onboarding a small group of pilot partners.
How is Acme Corp doing this quarter?
Operationally healthy. Revenue +11% QoQ to $4.2M, ahead of plan; margin compressed 180 bps on a one-time logistics overrun.
QuickBooks·14m agoNetSuite·1h agoLicense waste: 38 dormant seats across Notion, Figma, Salesforce. $8.4K/mo recoverable.
ServiceNow·32m agoQuickBooks·14m agoWorkato auto-renews in 12 days at $15K/mo — 21% utilization. Renegotiate or reallocate to onboarding redesign.
Workato·1h agoGitHub·10m agoFireflies·3h agoAR aging risk: Cyberdyne $52K at 43 days overdue, collection workflow inactive.
HubSpot·2h agoQuickBooks·14m agoGmail·1h ago
Today: portfolio companies. Tomorrow: any business unit you run.
Walkthrough
See ORIS run a portfolio review.
Three minutes. Real systems, real questions, sourced answers — and the optimization opportunities ORIS surfaces before anyone asks.
Prefer YouTube? Open in a new tab.
The problem
A real operating review starts with a question.
Today, answering it takes a week.
Financials live in QuickBooks or NetSuite. Pipeline lives in Salesforce or HubSpot. Operations lives in Slack and email. Project status lives in Jira or Asana. Reality lives somewhere in between — and so do the dollars. Every operator has tens of thousands of dollars a month of recoverable spend hiding in seams no one has time to reconcile.
- Disconnected systems per business unit
- 5–10
- To answer a single cross-functional operating question
- ≈ 1 week
- Reliable audit trail when the answer is wrong
- 0
The product
Four primitives. One operating picture.
Ask anything.
Plain English across every connected system. The answer arrives sourced; the recoverable dollars arrive attached.
Every answer is sourced.
System of origin, sync timestamp, and a confidence level on every claim. Trust isn't asserted — it's shown.
Always-on agents.
Per-entity and per-function agents synthesize signals continuously. Optimization opportunities surface before you ask.
Audit-ready by default.
Every belief, action, and answer is logged immutably. IC-ready, regulator-ready, board-ready.
How it works
From scattered systems to a list of decisions.
- 01
Connect
MCP-based connectors to financial, CRM, comms, project, IT, and infra systems. Read-only, encrypted, scoped.
- 02
Synthesize
Agents per entity and per function maintain a live, sourced model of what's happening across your business — and what's leaking between the seams.
- 03
Decide
Sourced answers in plain English. Optimization opportunities ranked by impact, effort, and confidence. Every claim drillable to the source row.
Who it's for
Built first for private equity.
Partners get IC-ready answers in seconds — across financials, pipeline, operations, IT, and board sentiment. Deal-ops teams find tens of thousands a month of recoverable spend across every portco, every month.
Pilot cohort opens this year. Limited capacity by design.
Also a fit for
- Holding companies
- Family offices
- Multi-entity operators
- Franchise networks
- Large independents
The same primitives — connectors, per-entity agents, sourced natural-language queries — apply anywhere a single operator runs across many entities and many systems.
Pilot access
See what your operation is leaving on the table.
We're onboarding a small group of pilot partners while v1 is built. Leave an email and we'll be in touch when the next slot opens.