How it works
One Intelligence Graph across the M&A lifecycle — screen before the room, monitor after the close.
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See your own target screened against the Intelligence Graph — every finding cited.
Know it the day it surfaces — not at the next board meeting.
The riskiest stretch in a hold is the silence between board meetings. A portfolio company picks up a lawsuit, a regulator opens a file, a key supplier lands on a sanctions list, a credit signal turns — and you hear about it ninety days later. Rubicon Investment Monitor runs a continuous, cited watch on every company you own and tells you the day something changes.
The blind spot between board meetings
Diligence ends at close. The risk doesn’t. For the three-to-seven years you hold a company, its external risk surface keeps moving — new litigation, a regulatory inquiry, a counterparty sanctioned, a customer in distress, a founder-CEO whose name shows up somewhere it shouldn’t. The trouble is timing. Board packs are quarterly and self-reported. Management surfaces what management chooses to surface, when it’s ready to. By the time a problem reaches your board deck, it has usually already cost you optionality.
As an operating partner, you carry the value-creation plan across a portfolio of companies — capital drawn from the roughly $1.1 trillion of dry powder the industry has put to work. You cannot personally re-diligence every one of them every month. So the standard answer is to wait for the meeting — and hope nothing breaks in between.
The most expensive surprises are the ones that were already in the public record — you just weren’t watching the right day.
Most material change is already public — before it’s on your desk
A lawsuit is filed on a docket the day it’s filed. A regulator’s action posts when it posts. A sanctions designation is published the moment it’s effective. A credit deterioration shows in filings and commercial data well before it shows in a board narrative. The information exists, dated and sourced. What’s missing is a system pointed at your companies that catches the change on day one instead of day ninety.
Rubicon Investment Monitor: a continuous watch on what you own
Investment Monitor turns the same Intelligence Graph that screens a target before close into a standing watch after it. You enroll every portfolio company — and its principals, subsidiaries, and key counterparties — and the Graph re-runs continuously against the external record. When something material changes, you get an alert with the exact filing, docket, or record that triggered it. No digest of noise; a dated, cited signal you can act on.
Protect the investment across the whole hold. Early warning is leverage. Catch the litigation when it’s filed and you can shape the response; catch it at the board meeting and you’re managing a crisis. Monitor every name continuously and you cover the portfolio you cannot personally re-diligence each month — at a cost that scales with companies, not with analysts.
One graph, both sides of the close
The discipline that makes a clean acquisition is the same discipline that protects it afterward. Rubicon screens the target before the room with Deal Screen and watches the company after the close with Investment Monitor — one Intelligence Graph, one cited source of truth, across the entire lifecycle. The risk you screened for on day one is the risk you keep watching on day one thousand.
Coverage that scales with companies, not analysts
The reason continuous monitoring usually doesn’t happen isn’t that operating partners don’t want it — it’s that doing it by hand means an analyst per handful of names. Rubicon’s cost scales with the number of companies you watch, not the number of people it takes to watch them. Add a portfolio company and you add a watch, not a headcount line. That’s what makes whole-portfolio coverage realistic for a team that was never going to staff a monitoring desk.
See your portfolio under continuous watch.
Book a 30-minute demo and we’ll enroll a live portfolio company in Investment Monitor — then show you the kind of cited, dated alert you’d have gotten the day it surfaced.
Buy-side deal intelligence across the M&A lifecycle. See the risk the room won’t show — screen before, monitor after.