G. B. Piranesi · Ichnographia Campi Martii · 1762
PE PortfolioCompanies
Financial operations, close management, and analytics for CFOs and value-creation teams standardizing a portfolio.
One portfolio, five versions of the truth.
The funds we work with run several portfolio companies at once, each with its own accounting system, its own close calendar, and its own definition of what the numbers mean. The problem is rarely any one company; it is the missing layer beneath all of them. The GP’s view ends up hostage to whoever is slowest and least precise.
A consistent layer beneath every company.
We work directly with the portco CFO or finance director, and coordinate with the fund’s value-creation team, to put the same spine under every company: clean books, a close that lands on time, and analysis the board can trust.
Portfolio-wide reporting
A standardized chart of accounts and P&L structure across the portfolio, and roll-up reporting the fund can actually read, whatever accounting system each company runs. One coherent picture, not five versions of the same income statement.
Standardized close and consolidation
We own the close at the company level: reconciliations, accruals, intercompany entries, and the final package, compressed to a fixed and predictable date. Each package is built to roll up cleanly when the portfolio consolidates.
Deep analytics and forecasting
Unit economics by cohort, margin by product or service line, working-capital cycles, and budget against the original thesis; plus rolling forecasts and scenario models, so the board deck rests on something defensible.
Working with a portco that needs a finance and operations upgrade?