GPs, portfolio companies, and fund administrators. You need visibility across diverse portfolios, rapid integration of acquisitions, and reporting that satisfies LPs.
The landscape
PE finance operates at two levels: fund-level reporting to LPs, and operational finance within portfolio companies. Whether you're a GP needing portfolio visibility or a portfolio company integrating post-acquisition, your finance function needs to move fast while maintaining rigour.
Your challenges
Different portfolio companies, different systems, different charts of accounts. Getting a consolidated view across the portfolio is harder than it should be.
New acquisition, new systems, 100-day plan pressure. You need to integrate finance fast without disrupting the business.
Quarterly reports, capital calls, distributions. LPs want more detail, faster, and your reporting process wasn't built for it.
EBITDA bridges, revenue initiatives, cost synergies. The thesis promised value creation - now you need to prove it's happening.
Debt service, working capital, covenant headroom. Portfolio companies need robust cash forecasting, not spreadsheet guesswork.
Portfolio company finance teams are often stretched thin. They need systems that reduce work, not add complexity.
How we help
Consolidated view across portfolio companies. Standardised KPIs, consistent formatting, single source of truth.
Learn more →Fast deployment for newly acquired companies. Get visibility in weeks, not months, without disrupting operations.
Learn more →EBITDA bridges, initiative tracking, synergy realisation. Show LPs exactly where value is being created.
Learn more →13-week cash flow, covenant tracking, working capital management. The visibility portfolio companies need to stay healthy.
Learn more →Quarterly reporting, capital calls, distributions. Automate the repeatable work so your team can focus on insights.
Learn more →Data rooms, financial models, management presentations. Get your numbers ready for the scrutiny of due diligence.
Learn more →Case studies
We've supported mid-market and large-cap PE houses, their portfolio companies, and fund administrators. Our team understands the pace of PE, the pressure of integration timelines, and the reporting demands of sophisticated LPs.
We understand your pace and your pressures. Tell us about your challenges and we'll show you how we can help.