Vendor contracts scattered across 10 to 50+ portfolio companies, with no cross-entity view of what you are spending, renewing, or duplicating. Reading them by hand takes months a deal cannot wait for.
The problem
Across dozens of portfolio companies, that contract layer is the one no one reads at scale.
Overlapping vendors go unconsolidated, renewals pass without leverage, and inherited obligations surface only after a deal closes.
What you get
Connect each portfolio company's document sources once. Kavlo reads every vendor agreement across the portfolio and turns pricing, payment terms, renewal dates, and liability clauses into structured data.
salesforce.com, inc.
MASTER SUBSCRIPTION AGREEMENT
MSA-PORTCOA-SFDC-2026 · Status: EXECUTED
Extracted Terms
Effective Date
Mar 1, 2026
Context: Stated in the cover-page order form for PortCo A.
Execution Date
Feb 18, 2026
Initial Term
36 months
Auto-Renewal
Yes · 60-day notice
Total Contract Value
$612,000 / yr
Context: PortCo D holds the same product at $418,000 / yr.
Compare what every portfolio company pays for the same service. Surface where entities use the same vendor at different rates, and where consolidation is worth real money in aggregate.
Period expense, prepaid assets, accrued liabilities, and payables, ready for close
$2.1M
$1.4M
$4.8M
$3.2M
Invoice ledger
Every renewal date, auto-renewal clause, and notice window mapped to one timeline across the portfolio. When several companies renew with the same vendor in the same quarter, negotiate once for the whole portfolio.
Monitor contracts approaching renewal dates
$3.6M
4 contracts
$6.1M
5 contracts
$9.8M
7 contracts
$48.20M
27 entities
Salesforce · PortCo A + D
AWS · PortCo B
ADP · PortCo C + F
During diligence, point Kavlo at the data room and read the target's contract base in place. Clause-level analysis flags change-of-control, non-standard termination, and uncapped liability, so the deal team knows what it is buying before the deal closes.
Risk scoring and deviation from your organizational standard
In practice
A mid-market fund runs a portfolio of dozens of companies, each with its own vendors, contracts, and renewal timelines. The operating partner suspects there are consolidation savings across them, but pulling the data has meant quarterly requests that are stale by the time they arrive.
They connect every entity's document sources to Kavlo, and the portfolio's vendor contracts are read and structured in place. Cross-entity comparison surfaces the same vendor billed at noticeably different rates between companies, overlapping renewals landing in the same quarter, and consolidation opportunities ranked by size. When the fund acquires a new company, the diligence team reads its inherited contracts inside the diligence window, flagging change-of-control and uncapped liability before close.
The findings become the first 100-day plan: vendors to renegotiate, renewals to consolidate, and risks already priced into the deal.
Period expense, prepaid assets, accrued liabilities, and payables, ready for close
$2.1M
$1.4M
$4.8M
$3.2M
Invoice ledger
This is a representative scenario based on Kavlo's capabilities.
Before / after
Portfolio visibility
M&A diligence
Vendor consolidation
Spend benchmarking
Risk assessment
Portfolio reporting
Integrations
SharePoint
Google Drive
Box
Gmail
Outlook
Okta
Oracle NetSuite
QuickBooks
Slack
Microsoft Teams
ClaudeSecurity
Built for organizations that take data governance seriously. Your contracts never leave your control.
Enterprise-grade infrastructure. Your data never touches shared environments.
Your contracts, your data, your terms. No model training on your documents.
SOC 2 Type II certification in progress. Security and availability controls at every layer.
Every extraction, every workflow action, every approval tracked and exportable.
Each portfolio company connects its own document sources to Kavlo. Contracts are extracted and structured independently per entity, then aggregated into a cross-portfolio view. You can drill into any single entity or compare across all of them. The operating partner sees the full picture; each portfolio company sees only its own contracts.
Yes. Kavlo supports multi-tenant deployment with full data isolation between entities. Each portfolio company operates independently with its own users, permissions, and document sources. The holding company or operating partner gets a cross-entity view that aggregates insights without exposing individual company data to other entities.
Point Kavlo at the target's data room and it reads the contract base in place, inside the diligence window and before close. The output is a structured risk report: every contract scored by clause type, non-standard terms flagged, change-of-control provisions identified, and the highest-risk agreements prioritized for review.
Kavlo handles PDF, Word, Excel, and scanned images. Portfolio companies rarely standardize on a single document format, and that is expected. The extraction engine normalizes all formats into the same structured output, so cross-entity comparison works regardless of how each company stored its contracts.
Full data isolation at the infrastructure level. Each entity's contracts, extractions, and analytics are stored separately. Cross-entity views are assembled by aggregating results at query time, while each entity's underlying data stays in its own isolated store. SOC 2 Type II certification is in progress, and data isolation is contractually guaranteed.
Point Kavlo at a data room you are working or a portfolio you already own, and see the cost and risk it surfaces.
