PE Portfolio OperationsPortfolio AnalyticsStanding acquisition synergy tracking
An operating-partner team had no consistent way to tell whether acquisitions were working, since acquired-entity history kept breaking the trend lines.
Organic versus acquired growth and synergy realisation became a standing part of every board pack instead of a one-off analysis before each meeting.
- The problem
- An operating-partner team had no consistent way to tell whether acquisitions were working, since acquired-entity history kept breaking the trend lines.
- What we built
- An entity-lineage model with a pro-forma versus as-reported toggle, plus a synergy waterfall and integration-milestone tracker per deal.
- The outcome
- Organic versus acquired growth and synergy realisation became a standing part of every board pack instead of a one-off analysis before each meeting.
Case studies are anonymised at the client's request. Outcomes describe what changed operationally rather than claiming attributed financial figures — we'd rather under-state a result than dress one up.
The product behind this
Every portfolio company in one place: live, reconciled, board-ready.
One platform for PE and VC firms to monitor portfolio companies. Ingest the decks and MIS they already send, get variance and bridge analytics, and export the board pack in your own template.
Have the same problem?
Most engagements start as a single product on a single workflow, with a measurable result inside 8–12 weeks.