A private-equity firm reviewed a multi-entity, multi-site portfolio company through Excel MIS packs and PowerPoint decks rebuilt by hand every board cycle.
Acquisition history, unverified savings and silently restated numbers stopped undermining the pack, and monthly assembly became a reconciled, roughly one-day cycle.
- The problem
- A private-equity firm reviewed a multi-entity, multi-site portfolio company through Excel MIS packs and PowerPoint decks rebuilt by hand every board cycle.
- What we built
- One platform ingested the company's existing packs, computed the revenue and EBITDA bridges, tied value-creation initiatives back to the P&L, and exported the board pack in the firm's own template.
- The outcome
- Acquisition history, unverified savings and silently restated numbers stopped undermining the pack, and monthly assembly became a reconciled, roughly one-day cycle.
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.
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Most engagements start as a single product on a single workflow, with a measurable result inside 8–12 weeks.