Build Exit-Ready Portfolio Companies Faster — With Fewer Surprises

We help private equity firms create financial clarity, operational discipline, and scalable systems across portfolio companies — before, during, and after acquisition.

From diligence support to post-close value creation, we deliver a unified financial and operational platform designed for PE ownership.

Where Portfolio Value Is Quietly Lost

Most PE firms don’t struggle with deal flow — they struggle with execution after close.

• Financial models rebuilt from scratch at every acquisition
• Inconsistent reporting across portfolio companies
• Cash flow surprises post-close
• Limited real-time visibility for partners
• Value creation plans that live in spreadsheets — not systems
• CFO talent stretched thin across multiple companies

When every company runs differently, value creation becomes slower, riskier, and harder to scale.

This Is a Strong Fit If You Are

• A PE firm with 3–30+ portfolio companies
• Managing lower middle-market to middle-market investments
• Looking to professionalize finance and operations post-close
• Tired of fragmented reporting and reactive decision-making
• Focused on EBITDA growth, cash flow, and clean exits

This Is Not a Fit If You

• Only want a one-off model with no follow-through
• Prefer highly customized tools at every portfolio company
• Aren’t willing to standardize reporting and workflows
• Expect junior analysts instead of senior financial leadership

A PE-Grade Financial & Operating Platform

We don’t sell software.
We don’t sell generic advisory.

We deliver a repeatable operating system for private equity ownership.

What We Provide

Financial Infrastructure

• Acquisition & post-close financial models
• Cash flow forecasting and liquidity planning
• EBITDA normalization & sensitivity analysis
• Scenario planning for growth, downside, and exit

Portfolio-Wide Visibility

• Standardized reporting across companies
• Consolidated portfolio dashboards
• KPI tracking aligned to value creation plans
• Partner-level and operator-level views

Operating System (Powered by Cash Flow Optimizer)

• CRM + project management for portfolio initiatives
• Task & accountability tracking across leadership teams
• Internal playbooks, workflows, and execution tools
• AI-assisted insights to surface risk and opportunity

Our Engagement Model

PE Platform Engagement

Typical Engagement Structure

• Paid Pilot: $25,000–$40,000
• Platform Implementation: $75,000–$150,000
• Ongoing Retainer: $10,000–$30,000/month (based on portfolio size)

This replaces fragmented consultants, inconsistent models, and reactive reporting — with one integrated system.

Built for PE — Not SMBs Pretending to Be PE

• Designed for repeatability, not one-off engagements
• Senior-level financial leadership, not outsourced analysts
• Systemized execution — not slide decks
• Unbiased toward exit strategy
• Built to scale as your portfolio grows

We help you own better businesses — not just buy them.

Real-World Impact

• Improved portfolio liquidity by over 1,800% in six months
• Identified six-figure EBITDA improvements through process changes
• Guided companies through cash crises without forced exits
• Increased operational clarity ahead of strategic sales

Let’s See If This Fits Your Portfolio