The finance function your portfolio company needs after close.
Close clean. Report to the IC on schedule. Survive the next round of diligence. Without adding permanent headcount before it’s earned.
A recovered dollar is multiplied at exit.
Eight times is illustrative, not a claim about your multiple. Repricing a few unprofitable accounts, or fixing prices set years ago against costs that have moved, routinely gets there with no operational change at all.
Before us, and after.
The same four floors, in sponsor language.
Who this is built for.
Search funds, independent sponsors, family offices doing direct deals, and funds under roughly $250M. Buyers who own real companies without a finance function behind them.
Megafunds have in-house ops teams and don’t need us. Most sponsors we work with don’t want a Big Four team and a deck. They want two senior people who show up, find the value, and leave a system running.
Big Four transaction advisory. Buy-side diligence and valuation on PE deals at a global bank. Building reporting that survives that scrutiny is the same discipline, pointed forward.
What PE operators ask us
Do you work with the portfolio company or the PE firm?
Usually the portfolio company’s CFO, COO or controller, introduced by the operating partner or deal team. We report into whatever structure the sponsor prefers.
Can you support a 100-day plan?
Yes. The Read is built for the first weeks post-close: what’s broken, what it costs, what to fix first, before anything is committed under deadline pressure.
Do you handle multi-entity consolidation for add-ons?
Yes. One trustworthy structure instead of a spreadsheet stitched together each month.
Pre-LOI diligence, or post-close only?
Mostly post-close. We build operations, not deal-side diligence. If the current setup needs to survive the next round of diligence, that’s the gap we close.
How is this different from an interim CFO?
An interim CFO fills a seat. We build a system meant to outlast us.
Do you use AI in the reporting?
Where it helps: reconciliation, data cleanup, a first pass on variance. It doesn’t touch judgment. What a number means and what to flag to the board is still us, reviewed before it reaches you.