Holdings & PE
See every company. Simulate the merger before you sign.
Sorsi gives holding companies and private equity a portfolio view across every operating company, with tools to merge and match partners.
Enterprise is built for multi-company groups: a portfolio view of jobs, crews, margins and metrics, a merger simulator, and partner matching that uses only data companies opt in to share. These tools are in development.
Built for multi-company groups
One portfolio layer over every operating company.
Contractors keep running their jobs in Sorsi. You get the view across them.
Portfolio view
See every operating company’s jobs, crews, margins and metrics in one place, side by side.
Merger simulator
Combine companies at any point in time. See strengths and weaknesses, and which company should own each function, before or after the deal.
Partner matching
An algorithm suggests independent companies that should team up. Strong partnerships become natural merger and roll-up candidates.
In development. Matching uses only data companies opt in to share.
How it fits
Contractor-first at the operating company. Portfolio-ready at the top.
Sorsi’s public site leads with contractors on purpose. This page is the holdings path: same system, different job.
Operating companies
Each company runs CRM through service on one live project record, with partner and customer portals for the job.
Holding / PE layer
Compare companies side by side, model a merger, and surface partnership candidates without a separate stack.
Enterprise pricing
Custom for multi-company groups: consolidated reporting, white-label, API and governance. See pricing.
FAQ
Questions holdings ask.
Does Sorsi OS work for holding companies and PE?
Yes. Enterprise is built for multi-company groups. Holding companies and private equity get a portfolio view of every operating company's jobs, crews, margins and metrics, a merger simulator to combine companies before or after a deal, and partner matching that suggests independent companies that should team up. Matching uses only data companies opt in to share, and these tools are in development.
How is this different from contractor software?
Each operating company still runs as a contractor on Sorsi: jobs, crews, margins and partners on one live record. Holdings get an additional portfolio layer across those companies, so you can compare, combine and match without swapping the tools crews use every day.
Looking for the contractor product story? Start at features or the contractor FAQ.
Early access
Join the waitlist
Be the first to know when Sorsi OS opens up. Starter is free for your first 6 months.
- No demo call required
- Starter free for your first 6 months
- Confirm by email before we message you