We're operators, not consultants.
Portfolio Insights is a tech-enabled services company built by people who've spent careers running the categories we now audit.
Returning operating margin to CRE owners.
Most CRE portfolios leak 5–12% of their controllable operating spend through invoice errors, contract drift, and unverified service delivery. The leakage isn't malicious — it's structural. Vendor billing wasn't designed to be audited at scale.
Portfolio Insights pairs operator-led category expertise with agentic AI and computer vision to close the verification gap that owners can't close on their own.
Operator with 25+ years on the ground.
Bill Keating III
25+ years in waste management and CRE operations. Former GM of one of the DMV's largest commercial waste haulers. Built and exited two service businesses.
LinkedInRoboFlow
Our agentic AI and computer vision pipeline is built on RoboFlow — the production-grade platform powering thousands of computer vision deployments worldwide. Our models are trained on DMV-specific service-event datasets.
No commissions. No kickbacks. Ever.
Portfolio Insights does not accept commissions, referral fees, or incentives from any vendor. Our recommendations are made exclusively in the interest of the client.