Post-acquisition data onboarding
Turn the first diligence files, org charts, SOPs, and operating reports into a permissioned map for the new company.
Standardize AI across every company you acquire — without your playbook leaking into someone else's model.
Cartulary gives PE-backed platforms one private control layer for model access, workflow permissions, review gates, and audit trails across acquired companies.
multi-entity permissions · firm-owned operating map · exportable audit trail
01
Three workflows to standardize first
ENTRY PE-001Cross-location reporting and SOP rollout
Give every location the same reporting definitions and approved operating guidance without exposing the whole platform playbook.
Vendor invoice and AP review with approval gates
Route invoice exceptions, duplicate vendor checks, and AP summaries through local review before any recommendation is acted on.
02
Concrete workflow walkthrough
ENTRY PE-002Start with one add-on and one operating workflow: vendor invoice review. The goal is not generic automation. The goal is a repeatable, permissioned workflow that the platform can inspect.
- The acquired company uploads vendor lists, approval policies, and recent invoices into its own entity space.
- Cartulary maps vendor, location, approver, spend category, and exception rules before any model is used.
- A model drafts exception summaries against that entity's permissions. Local operators see only their company data.
- AP managers approve, deny, or annotate each recommendation. The platform sees patterns without mixing company records.
03
Control-layer proof
ENTRY PE-003Multi-entity permissions
Each company keeps its own records, roles, and approval chain. Platform users get the portfolio view their role permits.
| User | Entity scope | Workflow access | Review right |
|---|---|---|---|
| Platform ops | Portfolio summary | AP exceptions, SOP rollout | Approve |
| Company controller | Assigned entity only | Invoices, vendors, close checklist | Approve |
| Location manager | Assigned location only | SOP answers, local reporting | Request |
| Outside vendor | None | Platform playbook | Denied |
Audit-log mock
The audit log is the proof surface: who asked, what data was touched, which route ran, who approved, and when.
| Time | Actor | Data touched | Model route | Outcome |
|---|---|---|---|---|
| 2026-07-08 09:14:22 | n.hale | invoice batch | private-router-01 | Review |
| 2026-07-08 09:22:09 | j.cho | vendor policy CRT-PE-014 | private-router-01 | Approved |
| 2026-07-08 09:37:41 | platform.ops | portfolio exception summary | reporting-route-03 | Masked |
who asked · what data · which model route · who approved · when
04
Built to survive diligence
ENTRY PE-004Built to survive diligence: your operating data and workflows remain firm-owned assets.
Cartulary is designed to support PE proof needs: multi-entity permissions, audit-ready workflow records, and exit-ready IP framing. The useful analogy is Palantir Foundry for mid-market platforms: an operating map and control layer that keeps the platform's knowledge in the platform's book, not inside a vendor model.
05
Founder-led implementation
ENTRY PE-005A founder leads the first working session. Bring one acquired company, one workflow owner, and one operating question you need to answer across the platform. The session ends with the audit log, not a slide about model features.
Primary next step
Pressure-test one acquisition workflow.
Use the working session to map one workflow, name the permission gates, and decide whether a pilot is worth scoping.
Fallback resource
Post-Acquisition AI Risk Audit
A one-page audit for your last add-on: where data enters, who can use models, what review gates exist, and what evidence would survive diligence.
06
Questions operating partners ask
ENTRY PE-006Should we build this at the platform level?
You can build pieces. The durable work is the operating map, permission model, evaluation loop, review queue, and audit design. Cartulary gives your team that layer without turning internal engineers into governance product owners.
How much effort does a portfolio rollout take?
Start with one workflow at one company for 30 to 45 days. Once permissions and evidence are right, expand by location or entity instead of asking every company to invent its own AI policy.
Will this disrupt each company's existing systems?
It is not a rip-and-replace motion. Cartulary sits above the systems that already hold invoices, SOPs, reports, and approvals, then writes model-assisted work back into a reviewable process.
How do we protect the playbook when a company exits?
Entity records, platform playbooks, and workflow history are separated by permissions and export framing. The company can leave with its records while the platform keeps the operating knowledge it created.