What Breaks First
Strategy doesn’t fail in a vacuum. It fails in the noise.
Most funds don’t suffer from a lack of ideas.
They suffer from asynchronous execution, shallow signal, and leadership drift.
Portcos move at different tempos.
Boards navigate off stale, lagging decks.
Operators over-index on dashboards and underperform on momentum.
This isn’t a BI problem.
It’s a rhythm problem.
And rhythm is architectural.
The Harms Architecture
Not consulting. Not reporting. An installable operating spine.
Harms built the Portfolio Architecture to answer one question:
Why do the best-laid strategies dissolve inside portfolios with otherwise capable leaders?”
The answer: They lack a shared system that converts decisions into durable execution.
We install leadership-grade infrastructure that ensures execution holds under pressure and across complex leadership layers.
This is the operating system your fund has been improvising around for years.
We built it to hold where others unravel.
This isn’t another playbook. It’s not another dashboard. It isn’t data analytics. Although we can do all of those things. Our Portfolio Signal Architecture is The Architecture of Modern Leadership. Human-first cadence that holds.
What It Delivers
The Portfolio Signal Architecture unlocks four key outcomes across your portfolio:
Leaders move in sync, not in silos. Cadence becomes a competitive edge.
Cadence becomes a competitive edge.
Decisions don’t dissolve. Priorities hold under pressure, even when boardroom
clarity lags.
Clarity replaces chaos.
Governance becomes rhythmic, not reactive. Trust is built through reliability, not
reports.
Trust is built through reliability, not reports.
- Operating Lift - Without Load
No added headcount. No tech stack overhauls. Just repeatable execution traction
across leadership teams.
Traction without complexity.
This isn’t for measuring performance. It’s for making performance hold.
System in Motion
We don’t start with data. We start with decision-makers.
This system was built to hold under real-world conditions and real-world resistance.
We operate in five deliberate human-first, system-forward phases:
1. Discovery Pulse
Leaders move in sync, not in silos. Cadence becomes a competitive edge.
2. Leadership OS Design
Architected around real human rhythms, not ideal-state slideware.
3. Implementation & Integration
Embedded system install. Real traction, not theory.
4. Signal Intelligence Layer
Build portfolio-wide rhythm. Create durable signal flow.
5. Stabilization & Lift
Reinforce cadence. Lock in systems that don’t unravel under pressure.
What holds here? Holds portfolio-wide.
Leadership rhythm. Board alignment. Signal clarity at scale.
Fit Criteria
This is not for everyone.
This is for funds who:
- Have seen portfolio ops plateau despite strong individual portcos
- Are done with spreadsheet theatre and “BI-but-nothing-changed” initiatives
- Want to lead through rhythm, not reaction
- Are ready to invest in execution systems that hold at scale, across contexts
This is not for:
- Funds hoping a dashboard will solve alignment
- Leaders unwilling to shift how they meet, decide, and hold tension
- Teams seeking a one-and-done diagnostic without institutional lift
If you need a system that holds, not just hope things align, you’re in the right room.
Before we install the system, we run a Portfolio Execution Pulse™ to surface entropy across key signals to guide and inform rollout for each portco.
Image: Sample diagnostic output from the Portfolio Execution Pulse™. Our entry point
before any install.
The Portfolio Execution Pulse™
A comprehensive diagnostic that exposes where leadership rhythm is breaking across portcos and stakeholder readiness.
What it reveals:
- Fractured cadence + decision lag
- Signal integrity breakdowns
- Misaligned board expectations
- Portco readiness for rollout
What you get:
- Heatmaps of rhythm gaps
- Cross-company comparability insight
- CEO trust risk index
- Modular rollout recommendations
Pulse Only: Starting at $34,500 per portco
Optional credit toward full system if extended within 90 days
From Pulse to Full System Architecture
Once the Portfolio Execution Pulse™ exposes where signal drag and rhythm gaps exist, we move into modular system design. The architecture is proprietary to Harms, driven by what the data reveals, and built to earn CEO adoption, not resistance.
What happens next:
Install Portfolio Signal Architecture
Design cadence systems for each leadership tier
Roll out signal clarity tools, rituals, and decisions
Stabilize with light-touch embedded support
We don’t do transformation.
We install what the Pulse proves is needed.
No excess. No bloat. No retainer required.
Full System Architecture: Starting at $375,000 for 3 portcos
Pricing adjusts for single or fund-wide installs. Includes the Portfolio Execution Pulse™
Clarity is a choice.
And the signal you trust tomorrow starts with what you see today.
