For Private Equity & VC
Every company you back – clearly, on your cadence.
A dedicated CFO seat inside each portfolio company, and one clean, comparable roll-up across the book.
Portfolio pains
Reporting arrives late, in four formats, answering different questions.
The company you’ve bet on has a bookkeeper, not a CFO.
Value-creation plans stall on the finance side.
Cash and covenant surprises arrive after they’re expensive.
Inside each portco
Across the book, one comparable view.
One standard, applied to every company you own – the single comparable view your IC stops asking for twice.
Standardized pack & KPI taxonomy
Every company reports on the same lines and the same definitions, so the portfolio compares cleanly – not twelve spreadsheets that don’t reconcile.
Roll-up dashboard
One portfolio view built from the companies beneath it – refreshed each period, not rebuilt from scratch the week before the meeting.
Covenant & liquidity early-warning
Headroom tracked per company and flagged ahead of time, so a tight quarter is a conversation months out – not a surprise at IC.
Desktop diligence & models
Desktop due diligence on a target, a returns model, an exit data room, comparative modelling of deal alternatives - delivered directly by our senior team, with Biju Menon, CFA, drawn in when the question needs him. On-site diligence when you want it.
Recurring portco pods
Recruited to brief, scaled company by company.
What your CEOs see
Their finance team – not your spy. One set of numbers, visible to management and board alike. We make your CEO look good to their board; that is the job.
Walls
No data moves between portfolio companies. Ever. Separate pods, separate access, audited.
Something to share with a CEO who’s wary of the arrangement.
A single page for the portfolio-company CEO – whose team we are, one honest set of numbers, and where the data walls sit.
Track record, not testimonials – yet.
This is work our team has done over their careers - the first below cross-border, the rest in other markets, at real depth. The craft is the same wherever a company sits: diligence, a carve-out architecture, a Virtual CFO cadence, a restructuring. Regulation is what changes by market, which is why we’d start on one company, not the book.
We can’t name them – we can walk you through the work. We are glad to convert that record into references you can call.
LP support
Clean, comparable portfolio data your fund administrator can’t produce from messy portcos – feeding your LP and quarterly reporting. We support your fund admin; we don’t replace them, and we never touch NAV or capital accounts.
Exit readiness
Data room, QoE clean-up, the model buyers will test.
We take on a small number of new engagements each year, so that every client gets senior attention.
If a pod member isn’t right, we replace them – recruited again at our cost, and you don’t pay for the seat while we do.
Fewer fire drills before IC.
Most engagements begin with a single portfolio company - usually the one you worry about most.
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