Align · The Performance Executive

A portfolio does not drift toward performance. It has to be managed there.

Align is two things at once: an executive to manage performance across a multi-business portfolio, and OS22, a performance-management system built for exactly that. We build the system and hold the center. Your managing directors run the businesses. Performance is held for as long as you need it.

Why a portfolio needs a performance system

A performance-management system built for a portfolio of businesses.

Portfolio companies are rarely at the same stage, and often not in the same industry — a business in harvest beside one in turnaround, one sector beside another. What winning looks like differs for each. OS22 defines it business by business, then holds the whole portfolio to a single standard — the reporting and cadence that keep strategy and operations aligned across all of them.

One thing to be clear about: we hold the center, not the floor. Cast22 does not run your businesses — your managing directors do. We hold the one thing none of the operators can do alone: the corporate center that keeps every entity performing to the same standard.

What OS22 delivers

A single standard across the portfolio, and the cadence to hold it.

One standard, portfolio-wide

Every business held to a clear definition of winning, set for its stage and industry and measured the same way across the whole.

A reporting and review cadence

The dashboards and standing reviews that keep strategy and operations aligned, week to week and quarter to quarter.

Early warning on drift

The center sees where an entity is pulling off plan while it is still cheap to fix, not after it becomes a performance problem.

OS22 configures to your center's role — whether it directs capital or coordinates strategy across businesses — and reconfigures as that role evolves, with no rebuild. It runs on a purpose-built software platform made for multi-entity complexity.

Built for any multi-entity portfolio — a commercial holding company, a family office, or an enterprise group.

OS22 is developed by Cast22 Ventures and runs on the Cascade Strategy platform.

The executive behind the system

Run by an operator who has held a portfolio to its numbers, not just advised one.

The performance executive you borrow has run diversified portfolios of operating companies from the corporate center — holding each business to its results, and building the reporting and meeting cadence that keeps strategy and operations aligned across the whole. OS22 is that discipline, written down so an enterprise can run on it.

That expertise was accumulated across multiple holding companies — eighteen operating businesses and more than $100M in annual revenue in total, each entity held to a single performance standard.

Running a portfolio that has outgrown a single-company playbook?

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