Every company in your portfolio reports differently, closes on a different schedule, and defines its own metrics. We fix the finance function inside them, and give you a view across them.
We work at two levels at once: inside each company to fix the function that produces the numbers, and across the portfolio to give you a view you can actually trust.
Most of them don't have a CFO and don't need one yet. We run the finance function so your board reporting stops being a monthly negotiation and your numbers stop arriving late. The engagement is the same one we run for any company without a CFO, which means your portfolio company gets a real finance function, not a reporting exercise built to satisfy you.
Once the underlying books are clean, we produce a view of how each investment is actually performing, and a consolidated picture across the portfolio where consolidation makes sense. We do not ask you to adopt anything. The view is built from the books once they are clean, in whatever format your existing reporting already uses.
The shift is not a new report on top of the old ones. It's that the numbers underneath finally mean the same thing from one company to the next, so comparison stops being guesswork.
We are not selling you software. There is no platform to roll out to your portfolio, no seats to buy, and nothing for your companies to log into.
We fix the finance function inside each company first. Everything downstream depends on the books being right, and no reporting layer fixes books that are wrong.
Metrics defined the same way across companies, so a comparison actually means something. This is the part that usually gets skipped and it is the reason most portfolio reporting is directionally useless.
The first one is built to your requirements, not out of a template. Once it works for one company, it becomes the pattern for the rest.
Usually with one company. We run a diagnostic, fix what's underneath, and take over the function. Once that works, it becomes the pattern for the rest of the portfolio. The first consolidated view is built to your requirements, not out of a template.
Most relationships here start with a single company that needs the help most, often ahead of a raise or after an acquisition. That engagement is priced and delivered on its own terms. What follows across the rest of the portfolio depends entirely on whether the first one worked.
No, and it works better when they don't have to. We are introduced, the company decides, and the engagement is between us and them. Reporting you receive is a product of that work, not a condition of it.
Usually the company, since the engagement is a real finance function rather than a reporting obligation. Some sponsors fund the first diagnostic to get things moving. Both work.
Then we are execution capacity rather than the finance function, embedded on a specific initiative. Same team, different shape of engagement.
Tell us where the reporting hurts across your portfolio. We'll tell you where we'd begin.