Worst-first rollup
Every firm on one Client Capture Score, sorted worst-first — where the management fee has the most to earn — with the book-wide average and the shape of the distribution.
For operators who own more than one firm
Discoverable measures how well every firm you operate is positioned to be found, trusted and contacted — on one comparable Client Capture Score. A worst-first portfolio view of where the fee has the most to earn, an independent number your LPs and board can trust, and diligence on a firm before you acquire it.
Independent · we sell no directory and take no commission · every number sourced
WHY IT'S DIFFERENT
When the report goes to your LPs or your board, its value is that it's independent. Discoverable sells no directory and takes no commission, and a paid plan never moves a score — so the number in front of your investors is a measurement, not a marketing claim from the firms being measured.
Talk to usWHAT YOU GET
One layer above the single-firm dashboard: every firm you operate, measured the same independent way, rolled up so you can manage the portfolio and report it with confidence.
Every firm on one Client Capture Score, sorted worst-first — where the management fee has the most to earn — with the book-wide average and the shape of the distribution.
Every firm's highest-value moves, re-ranked across the portfolio, so your team works the single most valuable fix next — not one firm at a time.
A one-page artifact: the rollup, the fixes verified by real re-checks this period, and the independence statement. Delivered on a schedule, or pulled any time.
Point Discoverable at a firm you're considering — measured from public data, without its cooperation — and get a one-page read on how well it captures clients today, its biggest single upside, and where it ranks in its market.
Nothing here changes how a firm is scored. The portfolio layer only aggregates what each firm already measured — independence holds all the way up.
HOW IT FITS
Bring your firms under one organization and give people the right view: operators who manage the book and run diligence, analysts who read it, and an LP-read-only role for investors who should see the report and nothing else. Every score is still measured the same independent way — role never touches a number.
Portfolio plans from $1,500/month
Tell us how many firms you operate and where. We'll stand up your portfolio and walk you through a sample rollup — and, if you're evaluating an acquisition, a diligence read on the target.