Board-ready reporting for every PortCo.
We find your data, clean it, and build the dashboards your deal team and management run on. Custom reports, delivered in 4 weeks.
Most PortCo reporting is a spreadsheet someone rebuilds every month.
Operating partners need the same answers from every company. Management teams are busy running the business. Reporting falls in the gap.
Data lives everywhere
The ERP, the CRM, the bank portal, and a few spreadsheets only one person understands.
The numbers don't tie out
Each team defines revenue and margin its own way, so every meeting starts with which number is right.
Reporting is slow
By the time the board pack is done, the month is over and the team is already behind on the next one.
What changes: one set of numbers, defined once, refreshed on its own.
What we buildReports for the people who run the business and the people who own it.
Every engagement is custom. We start with the decisions you need to make and work back to the data.
Executive dashboards
Revenue, margin, cash, and EBITDA against plan. One view the board, the operating partner, and the CEO all trust.
- Board packs
- Plan vs actual
- Monthly close
Operational reports
The reports managers use day to day. Sales by territory, customer, and product. Inventory, AR aging, and order trends.
- Sales
- Inventory
- AR and cash
KPI definitions
Every metric defined once and agreed with management, so the numbers tie out across every report and every meeting.
- Key performance indicators
- Data dictionary
Yours to keep
Built on your own data, in tools you already own. Your team owns the reports and the data model after delivery. No black box.
- Your tenant
- Full handover
- No lock-in
From first call to live reports in 4 weeks.
A fixed path with your users in the loop at every step. No six-month data project.
Intro call
We gather requirements and see if we're a good fit.
- Intro call
- Gather requirements
Find and connect your data
We connect your sources and clean the data.
- Connect and clean your data
- Find any missing data
Build reports
We build the reports and review them with your users.
- Create reports
- User feedback
Finalize and deliver
You get custom reports for your PortCo, live and in use.
- Finalize reports with users
- Deliver reports
Built for PE firms and the companies they own.
We work with the firm, the company, or both. Same reports, same numbers.
Private equity firms
Consistent KPIs across the portfolio and faster board reporting.
Portfolio companies
Management reporting that matches what the sponsor wants to see.
Manufacturing and distribution
Where we go deepest. Sales, margin, inventory, and operations reporting straight from your ERP.
We don't disappear when the project ends.
We build long-lasting relationships that don't stop at project delivery. When the business changes, the reports change with it.
See what your PortCo's numbers could look like.
Tell us a bit about the business and we'll set up a call. We'll tell you straight if we're a fit.