Operational & Financial Advisory for PE-Backed Portfolio Companies
Post-close, the first ninety days decide a lot. The financial infrastructure a portfolio company runs on either gets built deliberately or gets improvised under deadline pressure — and improvised infrastructure is expensive to unwind later.
We build the governance, financial data infrastructure, and reporting operations a portfolio company needs. That means closing clean, reporting to the IC on schedule, and surviving diligence for the next deal — without adding permanent headcount before it’s justified.
Built for the PE Timeline
Every engagement starts with The Read — a short, fixed-fee diagnostic that fits well into a 100-day plan. You get a plain memo on what’s broken in the financial infrastructure and what it’s costing the business, before you commit to anything ongoing.
Governance & Operational Design
Decision rights and controls that hold up under scrutiny from your sponsor and auditors — not the informal arrangements that got the deal to close.
Financial Data Infrastructure
Newly acquired entities and add-ons pulled into one trustworthy reporting structure, instead of a spreadsheet stitched together by hand every month.
Reporting Operations
Board-ready reporting on a fixed monthly schedule, tracking the numbers tied to the reasons this deal was underwritten in the first place.
What PE Operators Ask Us
Do you work directly with the portfolio company or with the PE firm?
Typically with the portfolio company's CFO, COO, or controller — often introduced by the operating partner or deal team. We report into whichever structure the sponsor prefers.
Can you support a 100-day plan post-close?
Yes. The Read works well as a fast, fixed-fee diagnostic in the first weeks post-close. It tells you what's broken in the financial infrastructure, what it's costing the business, and what to fix first — before you commit to anything under deadline pressure.
Do you handle multi-entity consolidation for add-on acquisitions?
Yes, that's a core part of what we do. We connect newly acquired entities into one trustworthy reporting structure, instead of a spreadsheet stitched together by hand each month.
Are you a fit for pre-LOI diligence support, or only post-close?
Mostly post-close. Our work is building out operations, not deal-side diligence. But if a portfolio company's current infrastructure needs to survive the next round of diligence, that's exactly the gap we close.
How is this different from a traditional interim CFO placement?
An interim CFO fills a seat. We build a system instead — governance, data infrastructure, and reporting operations meant to outlast our involvement. The Read is a diagnostic starting point, not an open-ended placement.
Do you use AI anywhere in the reporting process?
Where it helps — mostly reconciliation, data cleanup, and the first pass on variance analysis. It speeds up the parts of the work that were always mechanical. It doesn't touch judgment: what a number means, what to flag to the board, what to fix first — that's still us, reviewed before it reaches you.
It doesn’t end with a deck. It ends with a system.
We Take a Small Number of Engagements at a Time.
If you’re an operating partner or portfolio company CFO wondering whether your financial infrastructure will hold up under the next round of diligence, it’s worth a conversation.