Your network is one of the most tangible forms of value-add you offer portfolio companies. CTD gives you a structured way to actually deliver on it — searching across your entire firm and LP network to find customer introductions, executive hires, and strategic partnerships for your portfolio CEOs.
Working from target account lists
Portfolio companies often come to board meetings with a list of target accounts they haven't been able to crack — prospects they've been trying to reach cold for months. Instead of offering vague help ("let me think about who I know"), you can work through that list in CTD before or during the meeting and leave with specific introductions queued up.
Ask the portfolio CEO to share their target account list. Load the companies into a CTD company list and review relationship scores across the full list at once. You'll see immediately where your firm has warm paths — and where it doesn't. For the accounts with strong paths, you can offer a specific intro, naming the connector and the contact, rather than a general promise.
This also lets your team be proactive. If someone on staff has a strong path to a key account the portfolio CEO hasn't mentioned yet, you can surface it — turning a passive network into an active deal-support motion.
Customer introductions
When a portfolio CEO needs to get in front of a specific company or buyer persona, search CTD for warm paths from across your firm — partners, associates, advisors, operating partners, and LPs. The search returns everyone reachable at the target company, ranked by relationship strength, with the best connector identified.
This works especially well when your LP base includes executives at large enterprises. An LP who's a VP at a Fortune 500 company might have direct relationships with exactly the buyers your portfolio company needs to reach.
Executive hiring
Search for candidates by company or name. CTD surfaces everyone in your collective network connected to that person — so instead of a cold LinkedIn message, the portfolio CEO can get a warm introduction from someone the candidate already knows and trusts. Reference checks from warm introductions are also more candid than those arranged through official channels.
Strategic partnerships and business development
Portfolio CEOs often need introductions to potential partners, channel resellers, or integration partners. The same warm path search works here — search for the company or the specific executive, find who in your firm knows them, and use ghost email to request the intro without putting the burden entirely on your connector.
Involving external members
Your most valuable network for portfolio support often sits outside your immediate team — operating partners, advisors, and portfolio founders who've built relationships in specific verticals. Add them as external members and their connections become searchable across your firm. A portfolio founder in fintech might know exactly the right enterprise buyer for another portfolio company in a different vertical.
Tracking what you've introduced
Use company lists to track portfolio companies alongside target customers, potential hires, or partnership targets. Relationship scores update as your team's connections evolve, so you always have a current picture of where the warm paths are strongest.