Portfolio Overview

13 companies, 7 dimensions, one operating system

Every Software Combined portfolio company scored across seven dimensions, weighted into a single AI Value-Creation Index (AVCI). Every score links back to cited, dated evidence. Click any cell to drill down.

Portfolio companies

Portfolio avg AVCI

AI-readiness avg

Critical / high-urgency plays

Portfolio Company	Tier	D1Product & ICP Fit	D2Architecture Health	D3AI Readiness	D4Product Velocity	D5Competitive Pressure	D6Data Moat	D7Expansion Surface	AVCI
Streamtime Creative Agency PM · Sydney, Australia	Enable	78	52	5	72	68	42	58	51
Scope Systems Mining ERP · Perth, Australia	Enable	72	48	35	58	62	55	68	56
Energy Inspection NatHERS Energy Rating · Melbourne, Australia	Enable	70	65	25	55	70	60	65	57
MacroView M365 Document Management · Sydney, Australia	Enable	72	68	22	60	85	55	65	60
Omnitronics Radio Dispatch · Osborne Park, Australia	Enable	75	70	15	55	78	45	58	55
Last Yard Retail Shelf-Edge · Perth, Australia	Accelerate	80	75	40	68	72	65	78	67
Activate IAM / ITSM Automation · Auckland, New Zealand	Accelerate	65	72	45	70	72	40	58	59
Dbvisit Database DR · Auckland, New Zealand	Enable	78	75	15	80	65	45	82	60
Hero NatHERS Energy Rating · Sunshine Coast, Australia	Accelerate	80	78	30	92	75	55	85	68
Removify Online Reputation Mgmt · Melbourne, Australia	Amplify	78	62	68	72	70	75	80	72
Unified Streaming Video Streaming Infra · Amsterdam, Netherlands	Amplify	78	85	72	75	68	60	82	73
Res2 Aviation DCS & W&B · Utrecht, Netherlands	Enable	80	75	45	70	55	65	72	65
WCC Group Workforce Matching · Utrecht, Netherlands	Amplify	85	88	90	80	72	88	85	84

Top critical / high-urgency plays

View all →

Ship MacroView Copilot-extension: records-mgmt + compliance filing on top of Copilot
critical
MacroView·8w·proposed
Plan-to-model CV — auto-populate NatHERS from PDF/DWG floor plans
critical
Hero·10w·endorsed
Voice-to-incident-log + cross-jurisdiction real-time translation
critical
Omnitronics·16w·proposed
Plan-to-model CV (shared with Hero) — BERSPro auto-populate from floor plans
high
Energy Inspection·4w·proposed
Job margin guardrail — predict negative-margin trajectory + draft client comms
high
Streamtime·8w·endorsed

How to read this

Each cell is a 0–100 score for one company on one of seven dimensions. Warmer = stronger. D3 (AI Readiness) carries higher weight (1.4×) and D5 (Competitive Pressure) and D6 (Data Moat) carry 1.3× in the AVCI composite.

This is what the Group CTO looks at every Monday morning. Cold D3 columns on warm D5 rows = urgent. Hot D6 with cold D3 = untapped. Coloured tiers map to the engagement model: Amplify, Accelerate, Enable.

Data is real, public, and cited on every PortCo deep-dive page. As-of date 2026-04-21.