Private EquityPortfolio
When every portfolio company reports differently, building conviction on value creation takes weeks instead of hours.
We standardize KPI definitions across your portfolio, automate EBITDA bridge tracking, and give operating partners a single view of every company's performance against the thesis.
Standardize reporting across the portfolio, close faster, and track value creation KPIs from day one, without waiting on each company's finance team.
The operational reality of PE portfolio management
Every portco reports differently
Each portfolio company sends a different Excel template, on a different cadence, with different metric definitions. Roll-up is a manual process that takes days and produces unreliable results.
Cross-portfolio benchmarking is impossible
Without standardized data, comparing EBITDA margins or working capital efficiency across portfolio companies requires assumptions that undermine the analysis.
Value creation plans stall on inconsistent data
Operating partners cannot track 100-day plan execution when each portco measures progress differently. Initiatives appear on track until they are clearly not.
New acquisitions take months to get visibility on
After a new acquisition, getting meaningful operational and financial visibility takes 4 to 6 months of manual work. The window for highest-impact intervention is wasted.
The KPIs we surface for PE portfolios
How we help PE firms and portfolio companies
Standardized data warehouse template across portcos
A common data model deployed at each portfolio company. Same KPI definitions, same calculation logic, same reporting cadence across the entire portfolio.
Automated portfolio-wide KPI rollups
Weekly or monthly roll-ups generated automatically from every portco. Operating partners see the full portfolio view without manual assembly.
EBITDA bridge analytics vs. investment thesis
Track EBITDA and the components driving it against the original investment thesis at every portco. Identify where value creation is ahead or behind plan.
Operating partner dashboards
Role-specific views for operating partners, CFOs, and portfolio company management. Each stakeholder sees what is relevant to their decisions.
Rapid value creation diagnostics on new acquisitions
On-boarding framework that delivers initial operational and financial visibility within 4 to 6 weeks of acquisition close.
AI-generated quarterly LP reports
Automated LP report generation pulling from live portfolio data. Draft reports ready for review in hours, not weeks.
Some of the systems we connect across the portfolio
These are some of the platforms we connect. We integrate with almost any system. If you run it, we can likely work with it.
Where this applies
PE firm: portfolio roll-up automated for 8 portcos
A mid-market PE firm with 8 portfolio companies spent 2 days every month manually assembling an Excel roll-up report from portco submissions. Accuracy and timeliness were both problems.
We deployed a standardized data warehouse template across all 8 portcos and built automated roll-up reporting. The Monday morning portfolio view now generates automatically before 7am. Roll-up time went from 2 days to zero.
Operating partner: 100-day plan tracked in real time
An operating partner managing 3 portfolio companies wanted to track 100-day plan initiatives in real time rather than relying on monthly check-in calls and self-reported status updates.
We built a 100-day plan tracking dashboard connected to each portco's operational data. Initiatives are automatically flagged as on-track, at-risk, or behind based on actual performance vs. milestones.
New acquisition: visibility in 4 weeks, not 4 months
A PE firm acquired a manufacturer but had no operational visibility for the first 3 months because data was buried in an aging ERP with no reporting capability.
We deployed our rapid acquisition onboarding framework. Financial and operational dashboards were live in 4 weeks, giving the operating team the visibility needed to begin value creation initiatives immediately.
Outcomes you can expect
Related Services
Frequently asked questions
Portfolio visibility that actually exists.
Book a free call and we will show you what automated roll-up reporting looks like across your portfolio.