An operating partner three weeks into a new platform investment usually hits the same wall: the monthly board pack takes eleven days to produce, three […]
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FP&A Automation for Portfolio Companies: A Buyer’s Guide to the Decision
An operating partner inherits a portfolio company where the monthly close runs 12 business days, the FP&A lead spends three of those days rebuilding the […]
FP&A Analytics for a Private Equity Portfolio: What Operating Partners Should Demand and How to Judge It
Six weeks after close, a CFO inside a portfolio company sends the operating partner a monthly pack. Revenue looks fine. EBITDA is soft against plan, […]
BI Dashboard Implementation for a Portfolio Company: What to Decide and How to Judge It
Six months after close, most portfolio company boards are still arguing over which revenue number is real. The CFO cites the ERP. Sales cites the […]
How to Hire and Judge a BI Consultant for Private Equity
An operating partner inherits a portfolio company with a monthly close that lands on day 12, three versions of revenue depending on who you ask, […]
The AI Readiness Assessment for Portfolio Company Leadership That Actually Informs a Decision
An operating partner asks the CFO of a portfolio company whether the business is “ready for AI,” and the answer that comes back is a […]
BigQuery as the Portfolio Data Backbone: Why PE Operators Should Standardize Now
Private equity firms depend on accurate, timely, and comparable data to run their portfolios. Every investment thesis, every value creation plan, and every board discussion […]
What Is Skill-Based Pay and How To Implement it
As companies look to become more efficient and competitive, they’re rethinking how they compensate employees. One of the exciting new approaches gaining popularity is skill-based […]
What Is Slow Productivity and Why Is It Effective
In today’s always-on culture, businesses often focus on speed, leading to burnt-out employees and less-than-stellar work. But there’s an unconventional approach to productivity that’s gaining […]