PE-Backed Companies
Meet sponsor reporting requirements on time, in their format, without pulling the team off the business.
Where Most Companies Like Yours Are
A sponsor expects a specific reporting package on a specific date, covenant compliance tracked continuously, and a plan that reconciles to the investment thesis. The reporting burden arrives immediately after close.
Portfolio companies frequently have a capable controller and no one operating at CFO level — which is exactly the gap that makes sponsor 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.