Who We Work With
Investors
Private equity, venture capital, and family offices who need defensible numbers on how the portfolio is actually performing, from the first diligence call through exit.
Who this is for
PE firms with operating partners and platform investments. VC firms with portfolio companies past Series A that need to start acting like real businesses. Family offices and independent sponsors who hold operating businesses directly.
Anyone whose returns depend on operators getting the data foundation right.
Where we tend to come in
Diligence on a target's data quality before the LOI gets signed. Standing up real reporting at a portco that's been running on spreadsheets and a willing CFO. The quarterly board pack, built once and produced the same way across multiple holdings instead of each portco reinventing the format.
Sale-side preparation when the timing gets serious and the data room needs to hold up to a buyer with real questions.
What we build
Diligence-ready data rooms. Cross-portfolio reporting on the metrics that actually matter. Operating dashboards your portcos will keep using after we leave, not the kind that get rebuilt in Excel two months later.
Sale-side narrative and financial preparation when it's time to go to market.