See why a portco is off plan

Unloq sits over each portfolio company’s existing systems and shows why a number moved, with the sources and a next step.

See why a portco is off plan

Unloq sits over each portfolio company’s existing systems and shows why a number moved, with the sources and a next step.

See why a portco is off plan

Unloq sits over each portfolio company’s existing systems and shows why a number moved, with the sources and a next step.

Businesses we have worked with

  • ICE Creates logo
  • Republic M logo
  • Jacopa logo
  • FBC Manby Bowdler logo
  • Fleetclear logo
  • IM Group logo
  • Corbetts logo
  • XPENG logo
  • Love Struck logo
  • Lioncroft logo
  • Aston University logo
  • ICE Creates logo
  • Republic M logo
  • Jacopa logo
  • FBC Manby Bowdler logo
  • Fleetclear logo
  • IM Group logo
  • Corbetts logo
  • XPENG logo
  • Love Struck logo
  • Lioncroft logo
  • Aston University logo

For operating partners

Unloq becomes the blueprint for decision intelligence

Every portco already works to a playbook for go-to-market and a template for the board pack. Decisions have no equivalent. Unloq gives every company one shared way to make and record them, so the fund can compare, learn and show value creation decision by decision.

See the gap while the quarter is still running

Most funds find out at quarter end. Unloq shows the gap as it opens and flags it, so the partner can act before the review.

See the gap while the quarter is still running

Most funds find out at quarter end. Unloq shows the gap as it opens and flags it, so the partner can act before the review.

See the gap while the quarter is still running

Most funds find out at quarter end. Unloq shows the gap as it opens and flags it, so the partner can act before the review.

One common layer for AI-driven decisions

Each portco makes its decisions through Unloq, and every one is measured against what it was expected to deliver.

One common layer for AI-driven decisions

Each portco makes its decisions through Unloq, and every one is measured against what it was expected to deliver.

One common layer for AI-driven decisions

Each portco makes its decisions through Unloq, and every one is measured against what it was expected to deliver.

A record the fund can compare

Each approved decision is filed with its evidence and its result, in one format across the portfolio, so the fund can show value creation at exit.

A record the fund can compare

Each approved decision is filed with its evidence and its result, in one format across the portfolio, so the fund can show value creation at exit.

A record the fund can compare

Each approved decision is filed with its evidence and its result, in one format across the portfolio, so the fund can show value creation at exit.

Pick a company from your portfolio

Ask why its margin is behind plan, and get the answer straight away

Say it is a SaaS business three points short on gross margin. Unloq ranks the causes, traces the gap to the decision that caused it, and the leadership team acts in the same quarter.

“Why is gross margin 3 points behind the plan?”

The chief executive asks in plain words. Unloq ranks the causes by how much of the gap each explains, and says what to do first.

“Why is gross margin 3 points behind the plan?”

The chief executive asks in plain words. Unloq ranks the causes by how much of the gap each explains, and says what to do first.

“Why is gross margin 3 points behind the plan?”

The chief executive asks in plain words. Unloq ranks the causes by how much of the gap each explains, and says what to do first.

Trace it to the discounting decision

Unloq finds the January email that approved deeper discounts to hit the new-logo target, sets it against billing and the ledger, and puts a cost on it.

Trace it to the discounting decision

Unloq finds the January email that approved deeper discounts to hit the new-logo target, sets it against billing and the ledger, and puts a cost on it.

Trace it to the discounting decision

Unloq finds the January email that approved deeper discounts to hit the new-logo target, sets it against billing and the ledger, and puts a cost on it.

Approve the next step and delegate it

Unloq recommends one step and gives its reasons. The chief executive approves it and sends it to the chief revenue officer, and the decision is filed against the plan.

Recommended
Cap discounts on new enterprise deals at 15% from next month, with exceptions approved by the CFO
Last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the change recovers about £0.2m by year end
How Unloq got to 65%
  • Based on 15 similar calls in your history.
  • Calls Unloq rated 60 to 70% worked 63% of the time.
  • Main evidence: last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the average discount on new enterprise deals is now 27%, up from 12%.
Approve and send to the chief revenue officer
Once the chief executive approves, Unloq files the decision against the value creation plan and tracks margin on new enterprise deals against what was expected

Odds checked against your own history. How the odds are checked

Approve the next step and delegate it

Unloq recommends one step and gives its reasons. The chief executive approves it and sends it to the chief revenue officer, and the decision is filed against the plan.

Recommended
Cap discounts on new enterprise deals at 15% from next month, with exceptions approved by the CFO
Last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the change recovers about £0.2m by year end
How Unloq got to 65%
  • Based on 15 similar calls in your history.
  • Calls Unloq rated 60 to 70% worked 63% of the time.
  • Main evidence: last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the average discount on new enterprise deals is now 27%, up from 12%.
Approve and send to the chief revenue officer
Once the chief executive approves, Unloq files the decision against the value creation plan and tracks margin on new enterprise deals against what was expected

Odds checked against your own history. How the odds are checked

Approve the next step and delegate it

Unloq recommends one step and gives its reasons. The chief executive approves it and sends it to the chief revenue officer, and the decision is filed against the plan.

Recommended
Cap discounts on new enterprise deals at 15% from next month, with exceptions approved by the CFO
Last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the change recovers about £0.2m by year end
How Unloq got to 65%
  • Based on 15 similar calls in your history.
  • Calls Unloq rated 60 to 70% worked 63% of the time.
  • Main evidence: last year, enterprise deals offered under 15% discount won at the same rate as deeper-discounted ones, and the average discount on new enterprise deals is now 27%, up from 12%.
Approve and send to the chief revenue officer
Once the chief executive approves, Unloq files the decision against the value creation plan and tracks margin on new enterprise deals against what was expected

Odds checked against your own history. How the odds are checked

How it works with a fund

  1. 01

    We agree how we work with the fund

    When a fund brings us more than one company, we settle terms and the fund’s review of our data security once, so neither is repeated for each company.

  2. 02

    Each company picks one decision

    The chief executive picks one decision worth getting right. Our data team connects read-only to the company’s systems, and a first decision goes live in three to ten weeks. One portfolio operating executive told us a trial in one business is easier to start than a group-wide AI programme.

  3. 03

    The decision comes to the review

    Every approved decision is recorded with its result, in one format in every company, and the chief executive brings that record to the portfolio review.

One agreement with the fund, one decision in each company

We agree terms and data security with the fund once. Each portfolio company then starts on one decision under those terms, and every company after the first comes in at a lower rate, because the legal and security work is done. Price follows the scope of the work, never the number of logins.

Terms

Agreed once

One set of terms

Terms

Agreed once

One set of terms

Start

Per company

One decision to start

Start

Per company

One decision to start

Rate

As you add companies

A lower rate

Rate

As you add companies

A lower rate

Where Unloq sits in each portfolio company

Leadership

“Why are we off plan?”

The chief executive asks in plain words and gets the causes ranked, with one step to take to the board.

Finance

“Where is the quarter heading?”

The finance director sees committed and uncommitted spend as it happens, while there is still time to act on it.

Finance

“Where is the quarter heading?”

The finance director sees committed and uncommitted spend as it happens, while there is still time to act on it.

Finance

“Where is the quarter heading?”

The finance director sees committed and uncommitted spend as it happens, while there is still time to act on it.

AI adoption

“What is our AI delivering?”

The head of AI runs one governed layer and can show the board what each approved decision delivered.

Over what each company runs

One blueprint, whatever the systems underneath

One portco has a data warehouse the team half trusts and a few Power BI reports, the next has a new ERP. Unloq connects read-only to whatever each company runs, older systems included, so every company works to the blueprint without a migration. Our data team makes the connections, and Unloq installs in about two weeks.

Over what each company runs

One blueprint, whatever the systems underneath

One portco has a data warehouse the team half trusts and a few Power BI reports, the next has a new ERP. Unloq connects read-only to whatever each company runs, older systems included, so every company works to the blueprint without a migration. Our data team makes the connections, and Unloq installs in about two weeks.

Over what each company runs

One blueprint, whatever the systems underneath

One portco has a data warehouse the team half trusts and a few Power BI reports, the next has a new ERP. Unloq connects read-only to whatever each company runs, older systems included, so every company works to the blueprint without a migration. Our data team makes the connections, and Unloq installs in about two weeks.

A costly service is worth rethinking when it misses the moment of need. ICE Creates’ phone coaching ran on the coach’s schedule, and cravings do not keep one. We built Joules, an AI coach that answers in Welsh or English at any hour.

364
people supported since Joules went live in February 2026
Read the case study

It’s been great to work with the Unloq team. Their knowledge of AI is vast and they’ve helped us deliver AI solutions that will improve customer engagement and give better insight.

TSTom StoneDigital Director, IM Group (XPENG Motors UK)
Read the case study

Questions we get asked

What fund partners ask before an introduction.

+

You

Still have questions?

Send us the question you would most like answered about your own business.

Each portfolio company runs Unloq on its own data and keeps its own decision record, in whichever of the three set-ups suits it, from its own cloud to a private, encrypted space on ours. Every record is kept the same way: what was decided, on what evidence, what it was expected to deliver and what it did. Definitions are agreed and written down company by company, so anyone comparing two companies can see which figures are measured the same way.

Questions we get asked

What fund partners ask before an introduction.

+

You

Still have questions?

Send us the question you would most like answered about your own business.

Each portfolio company runs Unloq on its own data and keeps its own decision record, in whichever of the three set-ups suits it, from its own cloud to a private, encrypted space on ours. Every record is kept the same way: what was decided, on what evidence, what it was expected to deliver and what it did. Definitions are agreed and written down company by company, so anyone comparing two companies can see which figures are measured the same way.

Questions we get asked

What fund partners ask before an introduction.

Each portfolio company runs Unloq on its own data and keeps its own decision record, in whichever of the three set-ups suits it, from its own cloud to a private, encrypted space on ours. Every record is kept the same way: what was decided, on what evidence, what it was expected to deliver and what it did. Definitions are agreed and written down company by company, so anyone comparing two companies can see which figures are measured the same way.

+

You

Still have questions?

Send us the question you would most like answered about your own business.

Explore the platform that makes Unloq a decision partner worth having

Explore the platform that makes Unloq a decision partner worth having

Explore the platform that makes Unloq a decision partner worth having

Bring us one decision that matters

Send us the call you have to make. A founder reads it and comes back on it, and if answering it properly needs your own data we will tell you exactly what that would take.

© 2026 Unloq Solutions Ltd. All rights reserved. Registered in England and Wales, company number 15958795.

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Bring us one decision that matters

Send us the call you have to make. A founder reads it and comes back on it, and if answering it properly needs your own data we will tell you exactly what that would take.

© 2026 Unloq Solutions Ltd. All rights reserved. Registered in England and Wales, company number 15958795.

Cyber Essentials Plus
Social Icon