VC/PE-Backed Companies
Meet investor and sponsor reporting requirements on time, in their format, without pulling the team off the business.
Where Most Companies Like Yours Are
Whoever is on the cap table expects a specific reporting package on a specific date. A sponsor wants covenant compliance tracked continuously and a plan that reconciles to the investment thesis; a venture board wants runway, burn, and progress against the milestones that set up the next round.
Backed companies frequently have a capable controller and no one operating at CFO level — which is exactly the gap that makes investor reporting painful and value-creation planning thin.
What Applies to You
Board & Investor Reporting
Board materials that arrive early, read consistently, and answer the follow-up question.
Read more →Capital Structure & Financing
Understand what each financing option really costs before you commit to it.
Read more →KPI & Performance Reporting
A small set of metrics, defined precisely, that tell you what is happening before the P&L does.
Read more →Transaction Support
Go into a transaction with the financial work done and the surprises found early.
Read more →Start With One Month
The fastest way to see the difference is a period you have already closed. We will run it and show you both.