RubusPortfolio runs the same structured assessment inside each company you hold — its own people interviewed by link, findings quantified and cited, a report you can send, and a plan the company’s own leadership decides on.
Assessment, not diligence: it reads a company you already hold from the inside. Not a data room, and no certification claimed.
Same six question areas in every one.
Who runs this
Every one of them holds companies it cannot be inside often enough, and wants the answer from the same questions each time.
In the weeks after close, the people who do the work — finance, operations, support — talk to an interviewer that will not accept “a lot”. It asks how many hours, how often and how many people, and it asks exactly the same things in the next company you buy.
A cited report per company, and a plan its own CEO has agreed to under their name rather than one you wrote up on their behalf.
The same question areas put to every founding team by link, at whatever hour suits them. Nobody schedules twenty calls, and nobody ends up with twenty sets of notes that cannot be compared with one another.
The same areas answered in each company, so “we’re fine on data” arrives with a number beside it and a sentence behind the number.
You hold businesses you did not build and cannot staff an analyst against. The interviews run themselves; what you read afterwards is the part that actually needed you.
An outside-quality assessment of a company you own, without putting a firm on retainer to produce it.
A unit acquired last quarter and one held for a decade sit through the same interview, so a difference you see between them is a real difference and not a difference in who asked.
One record and one plan per unit, every one of them answering areas the group centre defined once.
Write the list yourself, one line per field with a type — a date, a number, a yes/no, a document. Each company gets a link, and answers land in named fields with the documents attached instead of in a thread of replies.
One table across everything you hold, and a template you keep editing as you learn what you should have been asking.
How it works
What it does, which teams matter, and the question areas you want answered everywhere. The interviewer is drafted from that and from your own profile — your name on it, not ours.
A private link each and twenty minutes. No account to create, no calendar to negotiate, no partner on a plane. They can stop halfway and come back to where they were.
Findings arrive quantified and cited. The company’s own leadership opens the plan, works through it item by item, and agrees or declines each one themselves.
Why you can send it to a company you hold
The interview happens inside a company whose staff did not choose you, about work they are paid to defend. That has to be handled properly, or the answers are worthless.
Questions
No. It reads a company you already hold from the inside, through its own people and its own documents. It is not a data room, it does not underwrite or value anything, it does not replace a diligence provider, and it carries no certification of any kind.
No. They open a link, talk for twenty minutes or so, and close the tab. Coming back to the same link picks up where they stopped, and revoking it takes effect immediately.
Not by default. The quotes under each item in the plan they open are anonymous, and the speaker’s name is never read out for that surface. Inside your own workspace the attribution is there, because you are the one who has to judge the answer.
Yours. Your name, your logo, your colours, and the question areas you wrote. The interviewer is drafted from your profile, so the second company gets the same interview as the first without anybody re-typing it.
Yes — that is the collection half, and it comes with the same workspace. A list of typed fields and documents, one link per company, one table back, with each value linked to the sentence that produced it.
Yes, on what can honestly be compared. One table, one row per company: when it was last assessed, how many of the people invited were interviewed, who signed the plan off, and what it agreed to in money and hours, priced the same way everywhere. It lists who is past twelve months and exports an audited statement for a board or LP pack. What it will not do is rank one company’s opportunities against another’s, because the same words mean different things in two different businesses.
Start with one company this week. Add the rest once you have read what the first one sent back.
