CASt Capital · Powered by CASt VCMS
Operate every portfolio company through a single EBITDA console.
CASt VCMS gives CASt Capital sponsors immediate line of sight into run-rate variance, renewal risk, and architecture guardrails across Funds IV and V. Portfolio operators see the same data their CFOs sign every month.
- • Finance-validated baseline and savings bridge per portco
- • 30/60/90 renewal pipeline with owner + evidence
- • Vendor leverage heatmap linked to diligence-ready files
Portfolio Companies
12
CASt Capital flagship + co-invest vehicles
Adjusted Baseline
$78.5M
Finance validated run rate
Realized Savings
$18.1M
Captured last 2 quarters
Funds Overview
$178M
Under active governance
Forward Locked
$32M
Next 2 quarters
Workday
$3.1M · Due in 30 days
SAP S/4HANA
$4.7M · Due in 60 days
Oracle NetSuite
$2.2M · Due in 45 days
All pipeline entries include billing-stop evidence and architecture approvals before the final CFO sign-off.
Proven Performance · Measurable ROI
- Managed Spend = Adjusted Baseline across Funds IV–V + co-invest sleeves (sourced from Finance variance bridge).
- Realized EBITDA Shift = Billing-stop backed savings booked in the last four quarters after CFO attestation.
- Forward Savings = Contracts with executed term sheets + integration plans queued for the next budget submission.
- Variance vs IC Plan = Current run rate vs the Investment Committee baseline used when capital was deployed.
- Renewal Coverage = % of renewals inside 90 days that have strategy, benchmarks, and owner accountability in CASt.
- Operator / OP NPS = Rolling 90-day score from portfolio CFOs/CIOs on the CASt operating model.
Managed Spend Under CASt
$78.5M
Funds IV–V plus co-invest sleeves
Realized EBITDA Shift (TTM)
$18.1M
Finance-validated returns booked
Forward Savings Locked
$24.3M
Already committed to next budget
Variance vs IC Plan
-1.4%
Portfolio run rate vs sponsor bridge
Renewal Coverage (90d)
92%
Contracts with playbooks + evidence
Operator / OP NPS
+68
CFO/CIO satisfaction with CASt motion
Portfolio Value Overview
- Baseline Spend is the Finance-approved Adjusted Baseline (carve-outs removed, in-flight work added). TTM shows the past twelve months of actuals vs that baseline, and NTM = TTM - Forward Locked savings once gating approvals are complete.
- Savings % is realized impact vs that baseline, tied back to Finance-approved entries in the CASt decision log.
- Forward Locked dollars represent signed term sheets or consolidation plays with evidence packages ready for CFO review.
- Renewal Notes flag the next CASt gate (benchmark package, architecture review, billing-stop evidence, negotiation packet) so Operating Partners know what happens before CFO sign-off.
- VCMS Progress shows how far the portco is through the CASt operating system (Baseline → Governance → Architecture → Sustain). 100% = managed service steady state.
Atlas CloudWorks
Baseline Spend Under Management: $10.2M
TTM Spend
$6.7M
NTM Forecast
$4.3M
Forward delta: $2.4M ($2.4M)
34%
Savings Rate
$2.4M
Forward Locked
Active CASt Engagement
Beacon BioLogic
Baseline Spend Under Management: $7.4M
TTM Spend
$5.4M
NTM Forecast
$3.9M
Forward delta: $1.5M ($1.5M)
27%
Savings Rate
$1.5M
Forward Locked
Active CASt Engagement
Cobalt Harbor Defense
Baseline Spend Under Management: $8.9M
TTM Spend
$6.1M
NTM Forecast
$4.2M
Forward delta: $1.9M ($1.9M)
31%
Savings Rate
$1.9M
Forward Locked
Active CASt Engagement
Driftwood Logistics
Baseline Spend Under Management: $6.3M
TTM Spend
$4.9M
NTM Forecast
$3.8M
Forward delta: $1.1M ($1.1M)
23%
Savings Rate
$1.1M
Forward Locked
Active CASt Engagement
Evergreen Workforce Systems
Baseline Spend Under Management: $5.6M
TTM Spend
$4.2M
NTM Forecast
$3.3M
Forward delta: $0.9M ($0.9M)
25%
Savings Rate
$0.9M
Forward Locked
Active CASt Engagement
Helios Energy Platforms
Baseline Spend Under Management: $9.1M
TTM Spend
$6.5M
NTM Forecast
$4.4M
Forward delta: $2.1M ($2.1M)
29%
Savings Rate
$2.1M
Forward Locked
Active CASt Engagement
Lumina HealthGrid
Baseline Spend Under Management: $8.0M
TTM Spend
$5.4M
NTM Forecast
$3.7M
Forward delta: $1.7M ($1.7M)
33%
Savings Rate
$1.7M
Forward Locked
Active CASt Engagement
NexaGov Solutions
Baseline Spend Under Management: $7.7M
TTM Spend
$5.4M
NTM Forecast
$4.0M
Forward delta: $1.4M ($1.4M)
30%
Savings Rate
$1.4M
Forward Locked
Active CASt Engagement
Orion DataForge
Baseline Spend Under Management: $6.8M
TTM Spend
$4.9M
NTM Forecast
$3.7M
Forward delta: $1.2M ($1.2M)
28%
Savings Rate
$1.2M
Forward Locked
Active CASt Engagement
PeakStreet Mobility
Baseline Spend Under Management: $7.0M
TTM Spend
$5.2M
NTM Forecast
$4.2M
Forward delta: $1.0M ($1.0M)
26%
Savings Rate
$1.0M
Forward Locked
Active CASt Engagement
Quantum Harbor Analytics
Baseline Spend Under Management: $8.5M
TTM Spend
$5.5M
NTM Forecast
$3.5M
Forward delta: $2.0M ($2.0M)
35%
Savings Rate
$2.0M
Forward Locked
Active CASt Engagement
Solace Finance Platforms
Baseline Spend Under Management: $6.9M
TTM Spend
$5.2M
NTM Forecast
$4.1M
Forward delta: $1.1M ($1.1M)
24%
Savings Rate
$1.1M
Forward Locked
Active CASt Engagement
VCMS Intelligence · Portfolio Vendor Leverage
VCMS gives sponsors a fund-level command center: every pillar tied to EBITDA math, every fund card showing realized vs forward impact, and clear ownership of the operating cadence.
Deployed
$42M
Realized
$12.3M
Forward
$14.8M
Coverage = portion of portfolio companies executing the CASt operating model within this fund.
Deployed
$36M
Realized
$9.2M
Forward
$11.6M
Coverage = portion of portfolio companies executing the CASt operating model within this fund.
Deployed
$12M
Realized
$3.4M
Forward
$4.1M
Coverage = portion of portfolio companies executing the CASt operating model within this fund.
Baseline to Budget Visibility
ValidatedAdjusted baseline refreshed 3/31; Fund V variance within ±1.5%.
Renewal Governance
Escalate3 auto-renew risks flagged in Mission Services backlog.
Architecture Alignment
On TrackZero Trust rubric adopted by 9/12 portcos; gap is Commercial Aviation.
Managed Service Sustainment
MonitoringNeed updated billing-stop evidence for 2 exited vendors.
Top 12 Strategic Vendors
- Spend data pulls from CASt-managed contracts with TTM actuals normalized across Funds IV–V.
- Vendors rank by leverage: shared category coverage, contract size, and governance readiness.
- Savings momentum reflects Finance-validated impact plus near-term pipeline per vendor playbooks.
- Risk signals capture consolidation gaps (license sprawl, duplicate platforms, utilization drag).
Microsoft
Cloud & Productivity
High LeverageSpend
$12.4M
16% of strategic vendor spend
10 Portfolio Portcos
Renewal Phase
Q3 FY25 · Negotiation
Portfolio Coverage
92% Fund IV · 71% Fund V
Savings Momentum
$4.3M locked · $1.2M pipeline
Risk Signal
License sprawl (E3/E5 mix)
Platform Play
Advance M365 E5 + Defender consolidation across Funds IV/V.
Microsoft supports 10 portfolio companies with a total spend of $12.4M.
Portcos
AtlasGov · VectorCore · SummitOps · BeaconWorks · Northwind Secure · Halcyon Robotics · NovaGrid Health · Pinnacle Systems · Evergreen Nexus · Harborlight AI
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
AWS
Cloud Infrastructure
High LeverageSpend
$9.7M
13% of strategic vendor spend
8 Portfolio Portcos
Renewal Phase
Q2 FY25 · Benchmarks
Portfolio Coverage
78% Fund IV · 55% Fund V
Savings Momentum
$3.1M reserved · $0.9M FinOps pipeline
Risk Signal
Underutilized GPU + data egress
Platform Play
Shift data lake + backups to reserved EC2 commitments.
AWS supports 8 portfolio companies with a total spend of $9.7M.
Portcos
SignalForge · BlueMarble Insights · Crestline Aviation · Orbital Freight · Verity Labs · TerraSpan Mining · LatticeBio · Axiom Fleet
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Salesforce
CRM & Data
High LeverageSpend
$6.8M
9% of strategic vendor spend
6 Portfolio Portcos
Renewal Phase
Q4 FY24 · Pricing review
Portfolio Coverage
65% Fund IV · 40% Fund V
Savings Momentum
$2.6M locked · $0.7M consolidation
Risk Signal
Duplicate orgs + legacy automations
Platform Play
Decommission duplicate CRM orgs and retire Pardot legacy stack.
Salesforce supports 6 portfolio companies with a total spend of $6.8M.
Portcos
Helix Partners · Northstar Talent · Foundry Health · Sierra Support · RevTech Systems · Catalyst Reach
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Zscaler
Cybersecurity
High LeverageSpend
$2.3M
3% of strategic vendor spend
7 Portfolio Portcos
Renewal Phase
Q1 FY25 · Benchmarking
Portfolio Coverage
58% Fund IV · 62% Fund V
Savings Momentum
$1.1M locked · $0.5M roadmap
Risk Signal
VPN retirement gap
Platform Play
Complete VPN-off program and enforce zero-trust baseline.
Zscaler supports 7 portfolio companies with a total spend of $2.3M.
Portcos
CitadelOps · Arcadia Rail · Nimbus Bio · Latitude Energy · Sentinel Harbor · Ironclad Logistics · Praxis One
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Smartsheet
Collaboration
Medium LeverageSpend
$2.9M
4% of strategic vendor spend
5 Portfolio Portcos
Renewal Phase
Q2 FY25 · Alignment
Portfolio Coverage
44% Fund IV · 30% Fund V
Savings Momentum
$0.6M locked · $0.4M in flight
Risk Signal
Workspace sprawl
Platform Play
Rationalize PMO workspaces and push control center templates.
Smartsheet supports 5 portfolio companies with a total spend of $2.9M.
Portcos
Evergreen Field · Brightline Safety · Polaris Commerce · EchoWave Media · SummitPath Advisors
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Deltek
ERP & Finance
Medium LeverageSpend
$5.3M
7% of strategic vendor spend
5 Portfolio Portcos
Renewal Phase
Q4 FY24 · Negotiation
Portfolio Coverage
52% GovCon segment
Savings Momentum
$1.8M locked · $0.5M pipeline
Risk Signal
On-prem overlap
Platform Play
Migrate GovCon sites to Costpoint Cloud + single chart of accounts.
Deltek supports 5 portfolio companies with a total spend of $5.3M.
Portcos
Ironcrest Defense · Triarch Consulting · Momentum Build · VectorBridge Logistics · HorizonSure Engineering
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Unanet
ERP & Project Mgmt
Medium LeverageSpend
$3.9M
5% of strategic vendor spend
5 Portfolio Portcos
Renewal Phase
Q3 FY25 · Harmonization
Portfolio Coverage
41% services vertical
Savings Momentum
$0.9M PSA rationalization
Risk Signal
Reporting inconsistency
Platform Play
Standardize PSA + resource planning dashboards.
Unanet supports 5 portfolio companies with a total spend of $3.9M.
Portcos
Falconstone · Lumen Aero · Pathrise Networks · HarborPeak Marine · Quantum Ridge
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
ServiceNow
IT Operations
Medium LeverageSpend
$4.6M
6% of strategic vendor spend
4 Portfolio Portcos
Renewal Phase
Q2 FY25 · Value proof
Portfolio Coverage
36% portfolio operators
Savings Momentum
$1.5M automation pipeline
Risk Signal
Module underutilization
Platform Play
Expand ITSM rollout with SecOps playbooks per portco.
ServiceNow supports 4 portfolio companies with a total spend of $4.6M.
Portcos
Cobalt Grid · Unity Rail · SkyQuest Travel · Axion Banking
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
UKG Pro
HR & Workforce
Medium LeverageSpend
$5.2M
7% of strategic vendor spend
4 Portfolio Portcos
Renewal Phase
Q4 FY24 · Benchmark pack
Portfolio Coverage
48% workforce-intensive holdings
Savings Momentum
$1.2M benefits harmonization
Risk Signal
Parallel payroll stacks
Platform Play
Complete HRIS harmonization and benefits carrier feeds.
UKG Pro supports 4 portfolio companies with a total spend of $5.2M.
Portcos
PeopleSpan · CareUnity Health · Silvercrest Foods · Oak River Services
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Workday
HR & Finance
Medium LeverageSpend
$6.2M
8% of strategic vendor spend
4 Portfolio Portcos
Renewal Phase
Q1 FY25 · Co-term request
Portfolio Coverage
33% finance-led portfolio
Savings Momentum
$2.1M close automation
Risk Signal
Dual-ledger complexity
Platform Play
Tighten close calendar with Adaptive planning sync.
Workday supports 4 portfolio companies with a total spend of $6.2M.
Portcos
SummitBridge Finance · Apex Medical · Cinderblock Supply · TerraPrime
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Oracle NetSuite
Cloud ERP
Medium LeverageSpend
$4.1M
5% of strategic vendor spend
4 Portfolio Portcos
Renewal Phase
Q1 FY25 · Pricing lock
Portfolio Coverage
29% mid-market holdings
Savings Momentum
$1.0M procurement consolidation
Risk Signal
Fragmented subsidiaries
Platform Play
Deploy SuiteTax and shared procurement catalogs.
Oracle NetSuite supports 4 portfolio companies with a total spend of $4.1M.
Portcos
Latitude Retail · Driftline Marine · Beacon Analytical · CoreVista Lighting
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
SAP S/4HANA
ERP Core
High LeverageSpend
$7.8M
10% of strategic vendor spend
5 Portfolio Portcos
Renewal Phase
Q3 FY25 · Transformation runway
Portfolio Coverage
22% industrials platform
Savings Momentum
$2.8M modernization value
Risk Signal
Custom code drag
Platform Play
Finish brownfield S/4 migration and carve-out legacy BW.
SAP S/4HANA supports 5 portfolio companies with a total spend of $7.8M.
Portcos
Titan Heavy · Meridian Rail · NovaChem · ClearWater Utilities · Everest Materials
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Zoom
Communications
Low LeverageSpend
$1.8M
2% of strategic vendor spend
9 Portfolio Portcos
Renewal Phase
Q1 FY25 · Compression
Portfolio Coverage
80% go-to-market teams
Savings Momentum
$0.7M license compression
Risk Signal
Shadow conferencing tools
Platform Play
Reduce unused E5 add-ons and align with room licensing tiers.
Zoom supports 9 portfolio companies with a total spend of $1.8M.
Portcos
Brightline Safety · Northstar Talent · Momentum Build · Unity Rail · CareUnity Health · Inspire Wellness · Quasar Studios · Redline Security · Opus Financial
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Atlassian
Agile DevOps
Low LeverageSpend
$1.4M
2% of strategic vendor spend
6 Portfolio Portcos
Renewal Phase
Q4 FY24 · Federation
Portfolio Coverage
58% product orgs
Savings Momentum
$0.9M seat governance
Risk Signal
Self-managed instances
Platform Play
Move disjointed Jira sites into enterprise federation.
Atlassian supports 6 portfolio companies with a total spend of $1.4M.
Portcos
Helix Partners · SignalForge · Verity Labs · SkyQuest Travel · MetroForge Games · Aurora Robotics
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Google Cloud
Infrastructure
Low LeverageSpend
$2.1M
3% of strategic vendor spend
3 Portfolio Portcos
Renewal Phase
Q2 FY25 · Committed use
Portfolio Coverage
24% digital infra holdings
Savings Momentum
$0.8M GPU + CUD
Risk Signal
GPU spot volatility
Platform Play
Target GPU workloads + negotiated committed-use discounts.
Google Cloud supports 3 portfolio companies with a total spend of $2.1M.
Portcos
Orbital Freight · Falconstone · AtlasGov
Review the vendor dossier for portfolio-wide renewals, integration standards, and the portcos running this platform.
Vendor consolidation across the CASt Capital portfolio unlocks measurable negotiation leverage, synchronized renewals, and stronger compliance posture — amplifying CASt’s impact across technology and operations.
VCMS Intelligence — Portfolio Vendor Insights
Total Portfolio Spend
$78.5M
Across all portfolio companies
Average Savings Rate
29.6%
Weighted across categories
Average ROI Timeline
43 Days
To measurable financial impact
Total Vendor Spend
$78.5M
Across 10 portfolio companies
Top 10 Vendors
64% of Spend
Vendor concentration ratio
Optimization Potential
22%
Additional savings identified
| Vendor | Category | Spend | Savings | Companies | Status |
|---|---|---|---|---|---|
| Microsoft | Cloud & Productivity | $12.4M | 28% | 10 | Optimized |
| AWS | Cloud Infrastructure | $9.7M | 22% | 8 | In Review |
| UKG | HR & Workforce | $5.2M | 33% | 5 | Optimized |
| ServiceNow | IT Operations | $4.6M | 25% | 4 | Active |
| Smartsheet | Collaboration | $2.9M | 30% | 6 | Optimized |
| Salesforce | CRM & Data | $6.8M | 18% | 7 | In Review |
| Zscaler | Cybersecurity | $2.3M | 31% | 6 | Optimized |
| Zoom | Communications | $1.8M | 27% | 9 | Optimized |
Spend by Category (Bar View)
Portfolio Spend Distribution by Category
Total Managed Spend
$78.5M
Hover for details · Shows proportional vendor category mix across the portfolio
Spend & Optimization by Business Function
CFO · Finance
Annual Spend: $24.5M
38%
Savings Rate
CIO · IT & Cloud
Annual Spend: $22.8M
31%
Savings Rate
CISO · Security
Annual Spend: $12.8M
27%
Savings Rate
CHRO · HR Systems
Annual Spend: $8.2M
33%
Savings Rate
CMO · Marketing & Analytics
Annual Spend: $6.7M
25%
Savings Rate
CRO · Growth & Revenue
Annual Spend: $9.1M
29%
Savings Rate
COO · Operations
Annual Spend: $4.5M
29%
Savings Rate
C-Suite Spend Composition
Total C-Suite Managed Spend
$88.6M
Proportional technology spend ownership across executive functions · Hover for details
Anchor Vendor Strategies · CASt Capital Portfolio
Microsoft
Standardize M365/GCC posture, renewal lead times, and security add-ons; separate compliance from savings.
AWS
Unit-cost visibility, right-size commitments, tag discipline; count only measured run-rate deltas.
Zscaler
Govern zero-trust posture as control; right-size tiers without claiming compliance savings.
Salesforce
Map licenses to roles; rationalize add-ons; enforce renewal checkpoints.
Smartsheet
Consolidate workspaces, align admins, right-size plans; prevent auto-expansions.
Deltek
Tighten modules/seat allocation; reconcile project/cost codes to Finance taxonomy.
UKG Pro
Align HR/Payroll modules to active headcount/locations; change control on add-ons.
NextQuarter
Tie planning modules to actual usage; prevent scope creep; formalize renewal decisions.
Unanet
Standardize project accounting, timesheet, and cost-allocation structures; enforce license alignment with active contracts.
Portfolio Vendor Network · Overlap & Leverage
Cross-portfolio visibility into shared vendor relationships enables volume discounting, consistent posture, and unified renewal cycles.
| Vendor | Connected Portfolio Companies | Portfolio Penetration | Leverage Potential |
|---|---|---|---|
| Microsoft | Atlas CloudWorks, Beacon BioLogic, Cobalt Harbor Defense, Helios Energy Platforms, Lumina HealthGrid, NexaGov Solutions, Orion DataForge, PeakStreet Mobility, Quantum Harbor Analytics, Solace Finance Platforms | 10 / 10 | High |
| ServiceNow | Atlas CloudWorks, Driftwood Logistics, Evergreen Workforce Systems, Helios Energy Platforms, Lumina HealthGrid, NexaGov Solutions, Orion DataForge, Solace Finance Platforms | 8 / 10 | High |
| Snowflake | Atlas CloudWorks, Beacon BioLogic, Driftwood Logistics, Lumina HealthGrid, NexaGov Solutions, Orion DataForge, Quantum Harbor Analytics, Solace Finance Platforms | 8 / 10 | High |
| AWS | Atlas CloudWorks, Beacon BioLogic, Cobalt Harbor Defense, Helios Energy Platforms, NexaGov Solutions, Orion DataForge, PeakStreet Mobility, Quantum Harbor Analytics | 8 / 10 | High |
| Zscaler | Atlas CloudWorks, Cobalt Harbor Defense, Helios Energy Platforms, NexaGov Solutions, PeakStreet Mobility | 5 / 10 | Medium |
| Smartsheet | Driftwood Logistics, Evergreen Workforce Systems, Helios Energy Platforms, NexaGov Solutions, Solace Finance Platforms | 5 / 10 | Medium |
| Workday & UKG | Evergreen Workforce Systems, Lumina HealthGrid, Beacon BioLogic, Solace Finance Platforms | 4 / 10 | Medium |
| Salesforce | Beacon BioLogic, NexaGov Solutions, Orion DataForge, Quantum Harbor Analytics, Solace Finance Platforms | 5 / 10 | High |
Savings & Optimization Trend · FY 2026 – FY 2027 Projection
Solid = cumulative savings · Dashed = optimization velocity · Gold markers = target goals