Hivefor PE

One AI layer
across the whole portfolio.

Prove it in one company, reuse it in every holding, transfer it at exit.

Hive AI⌄+New chatInbox99+Agent StudioWorkflowsSignals7Business BrainLibraryPlatformOrganizationsValue Creation HubAI usage & costBillingProjects+Harlow integration4Due diligence · AlderFernwood exit packMeridian Fund IIIYesterdaySynergy model · HarlowDraft the Q3 LP updatePrevious 7 daysAlder buyer Q&A, round 2Covenant check · Harlow facilityGroup SharePointHubSpotTHTom Hartleyt.hartley@meridian.eu⌄

Value creation

Group stackSynergiesData roomExit pack
Roll-up integrationHarlow & Co · closed Friday31
Synergies identifiedcross-sell + spend · 6 portcos£412K
Data consolidation3 ledgers → 1 · deduped87%
AI-nativity rolloutplaybooks → 6 portcos✓
Smart data roomProject Alder · buyer Q&Alive
Acquisition-readyFernwood & Co · sale pack builtprepped
Exit metricsAI-native ops · assemblingready
Board pack · Q36 portcos · drafting64%
Value bridgeEBITDA walk · Harlowdraft
100-day planFernwood & Co · 41 actionson track
Covenant watchHarlow facility · monthlyclear
LP reportingQ3 · 4 fundsqueued
Connect to Hive

Roll-up integration

NTS+4

Close + 3 days · step 27 of 31

Harlow & Co merged into the group stack overnight: ledger, CRM, inbox, policies. No consultants, no 12-month drag.

87%

41,208 records deduped · 12 tools → 4

● 27 ran clean● 4 need your yes
Approve all 4Review eachDelegate
LedgerXero → group NetSuite● Merged
CRMHubSpot · 2,914 contacts● Merged
Inbox14 mailboxes● Merged
PoliciesExpenses · approvals · access● 3 to review
Up next
28Map payroll codes to group chartNadiaDone
29Retire legacy Sage instanceHiveRunning
30VAT ledger reconciliationTomNeeds you
31Day-30 integration reportHiveScheduled
Team thread

NNadia · Harlow Ops Payroll mapping looks right, approved my two.

Hive Merged. VAT ledger needs @Tom before tonight’s run.

TTom Hartley On it. Send me the VAT variance before 6pm.

Ask a follow-up …Portfolio brain↑

Value creation

3
levers

One deployment moves all three across the portfolio.

01

Margin

Back-office work in every holding runs on agents, so cost to serve falls without cutting the team.

02

Integration speed

Bolt-ons merge into the group stack in weeks. Ledger, CRM, inbox and policies, overnight.

03

Multiple

A clean operating record and AI-native processes make each company easier to sell, and worth more.

For operating partners

The hold goes on value creation.
Hive takes the chase work.

Weeks

To live in each bolt-on

Day 1

Group playbook in every add-on

1

Layer across the fund

Deploy once.
Reuse in every holding.

Set up at group level, live in every bolt-on within weeks.

01 / 04

Policies, permissions and approvals set once at fund level, then inherited by every holding the day it joins.

Includes
Approval policiesAccess rolesAudit trailModel controls
Portfolio pilot

Prove it in one company.
Roll it out to the fund.

Start a pilot
Built in Europe · EU data residencyLive in weeks per portco

From diligence to exit.

Every deal, plan and KPI in one place. Built during the hold, ready for the next buyer.

Reads the data room, flags red flags and drafts the IC memo.

Red-flag report · IC memo

Turns the 100-day plan into owned, tracked workstreams from Day 1.

100-day plan · Day-1 checklist

Connects ledger, CRM and inbox of every add-on, so the group reports as one.

Add-on onboarding · One group view

Tracks value creation plan initiatives and builds the monthly portfolio pack automatically.

VCP tracker · KPI pack · LP reporting

Builds the vendor data room and answers buyer Q&A from the operating record.

Vendor data room · Buyer Q&A

Diligence01

Reads the data room, flags red flags and drafts the IC memo.

Red-flag report · IC memo

Close02

Turns the 100-day plan into owned, tracked workstreams from Day 1.

100-day plan · Day-1 checklist

Integrate03

Connects ledger, CRM and inbox of every add-on, so the group reports as one.

Add-on onboarding · One group view

Create value04

Tracks value creation plan initiatives and builds the monthly portfolio pack automatically.

VCP tracker · KPI pack · LP reporting

Exit05

Builds the vendor data room and answers buyer Q&A from the operating record.

Vendor data room · Buyer Q&A

Prove it in one company. Reuse it in every holding.

Hivefor PE

Become a portfolio partner.

Start in one company, then roll out across the fund.

Where are we on the Harlow integration?Merged overnight. Four steps need your yes.