Who We Work With
Investors
The people backing the business. Private equity, venture capital, and family offices who need clean, defensible visibility into how their portfolio is actually performing.
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. Quarterly or board-ready visibility across multiple holdings without each portco doing it differently.
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.