By the time a source code review lands in confirmatory diligence, the buyer usually already believes the thesis. The question is no longer whether the […]
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How to Choose a Software Due Diligence Provider (and Judge What You Get Back)
You are three weeks from signing an LOI on a vertical SaaS asset, the thesis leans on a product roadmap the seller controls, and the […]
FP&A Automation for Portfolio Companies: What to Buy, What to Own, and How to Judge It
An operating partner sitting through a Tuesday portfolio review already knows the tell. The CFO opens the board pack, the numbers do not tie to […]
FP&A Analytics for a Private Equity Portfolio: What Actually Informs the Decision
The forecast a portfolio company CFO sends into the first board meeting is the moment the fund learns whether the operating team can see its […]
FP&A Automation for Portfolio Companies: What to Buy, Who Owns It, and How to Judge the Result
The forecast a CFO walked into the last board meeting with was three weeks stale, reconciled by hand across four spreadsheets, and owned by one […]
FP&A Dashboard Consultant for Private Equity: What to Buy and How to Judge It
An operating partner sits in the first board meeting of a new platform and asks a simple question: what was gross margin by product line […]
FP&A Analytics for a Private Equity Portfolio: What to Build, Who Owns It, and How to Judge the Output
A CFO or FP&A lead inside a newly acquired portfolio company usually inherits a reporting stack that was never built for a sponsor. The board […]
What to Buy From a Portfolio Company Data Strategy Consultant, and How to Judge the Work
An operating partner does not commission a data strategy because the reporting looks ugly. The trigger is usually a forecast that missed, a board pack […]
Portfolio Company KPI Tracking That Actually Informs a Board Decision
By the first board meeting, an operating partner is usually staring at a KPI pack that nobody fully trusts. Revenue is pulled from the CRM, […]