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PremierGlobal Management
04Portfolio

Six focused technology companies under one long-term owner

Premier builds and operates independent software businesses across financial operations, project management, CRM, customer service, market charting, and private markets intelligence.

01Portfolio structure

Independent companies with a common owner and operating foundation.

Premier is a portfolio of companies, not a single software suite. Each business develops its own product, brand, distribution model, and market position while using shared capabilities where they make the company stronger.

Portfolio structureIndependent companies, shared operating leverage
Premier GMHolding companyInstitutioninstitutionhq.comStarkstarkml.comPremierpremierhelm.comProtocolprotocolcx.comAdaptiveadaptiveboard.comCapital Almanaccapitalalmanac.com
Portfolio companies keep their own brand and market focusPremier provides long-term ownership and shared operating support
02Portfolio companies

Distinct products for distinct operating problems.

The portfolio spans the financial, operational, customer, and market-intelligence layers of modern companies. Each product is positioned independently for the market it serves.

01Bookkeeping & tax preparation

Institution

Institution helps companies manage bookkeeping, tax preparation, reporting, compliance workflows, and related financial operations in one focused platform.

institutionhq.com
02Project management

Stark

Stark is project management software designed to help teams organize projects, coordinate work, and keep delivery visible from planning through completion.

starkml.com
03Customer relationship management

Premier

Premier is CRM software that brings customer relationships, sales activity, records, and connected business workflows into one operating environment.

premierhelm.com
04Customer service software

Protocol

Protocol is customer service software being developed around clear support workflows, shared customer context, and dependable service operations.

protocolcx.com
05Market charting & analysis

Adaptive

Adaptive is market charting and analysis software focused on interactive charts, technical analysis, and clear market visualization.

adaptiveboard.com
06Private markets intelligence

Capital Almanac

Capital Almanac is a private markets intelligence platform for researching companies, investors, transactions, and market activity through a structured data and research workflow.

capitalalmanac.com
03Focus areas

A technology portfolio, not a single product category.

Premier looks for markets where software can create a durable advantage, improve a recurring workflow, or build a stronger operating layer for customers.

01

Software

Products that turn recurring work into clearer, faster, and more dependable digital systems.

02

Financial technology

Technology that improves how businesses manage financial workflows, information, and infrastructure.

03

Business infrastructure

Foundational systems that help companies form, operate, coordinate, and scale with less friction.

04

Digital platforms

Internet businesses built around useful networks, workflows, marketplaces, or specialized digital experiences.

05

Emerging technologies

New technical capabilities pursued where they can support a durable product and a real operating advantage.

04Portfolio model

The holding company should make each business stronger, not more complicated.

The separation is deliberate: portfolio companies own their markets and customer relationships; Premier provides long-term ownership, operating support, and shared leverage.

01

Operate, do not just own

Premier supports the work behind product, technology, finance, operations, strategy, and growth rather than acting as a passive financial owner.

02

Keep each company legible

Every business should have a clear customer, product, brand, and category position that makes sense without relying on the Premier name.

03

Share only what creates leverage

Infrastructure is centralized when it improves quality, speed, or economics. Product and market judgment stays close to the company doing the work.