PE-Backed Operators Need Finance Infrastructure Ready on Day 1.
The 100-day clock starts at close. PE sponsors expect investor-grade reporting, clean financials, and operational visibility from the first month. We build the finance infrastructure that delivers on that expectation — without the disruption that derails the operating plan.
Who We Work With
Three distinct situations — each with its own finance infrastructure requirements.
Newly Acquired Portfolio Companies
The former owner's accounting infrastructure doesn't meet institutional standards. You need a new ERP, new chart of accounts, new reporting architecture — and you need it operational within 90 days.
Add-On Acquisitions
Each add-on brings a different accounting system, chart of accounts, and reporting format. We standardize the finance infrastructure across the platform — so consolidation is automatic, not manual.
Exit Preparation
Clean, auditable financial history. Institutional-grade management reporting suite. Automated reporting packages that demonstrate operational sophistication to potential buyers and their diligence teams.
The Finance Infrastructure Gaps PE Sponsors Find at Close
These are the finance infrastructure failures that show up in every diligence process and get worse, not better, after close — unless they're addressed systematically.
Close takes 3+ weeks — monthly reporting lands too late for meaningful sponsor oversight
No standardized investor reporting package — rebuilt each quarter under pressure
Financial data not clean enough for a buy-side diligence process
Chart of accounts designed for tax compliance, not operational management reporting
No FP&A capability — forecasting is last year's actuals plus a growth assumption
Add-ons integrated ad hoc — each acquisition adds to reporting fragmentation
Finance Infrastructure for PE-Backed Operations
From Day 1 integration through exit preparation — the full finance infrastructure lifecycle.
100-Day Finance Integration Plan
Structured 100-day integration playbook: ERP implementation or migration, chart of accounts standardization, reporting architecture build-out, and investor reporting package — all delivered within the first 90 days of close. The finance infrastructure PE sponsors expect from Day 1.
Portfolio Reporting Infrastructure
Monthly and quarterly investor reporting packages built on Power BI — standardized format, automated data refresh, delivered on schedule without manual assembly. The reporting infrastructure sponsors use to manage the portfolio and communicate with their LPs.
Add-On Acquisition Integration
Each add-on acquisition gets a standardized integration playbook: chart of accounts migration to platform standard, ERP integration or migration, and reporting infrastructure connected to the portfolio consolidation layer within 60 days of close.
Exit Preparation
Clean financial history with institutional-grade management reporting. Auditable, consistently formatted reporting packages across all periods. Operational KPI dashboards that demonstrate management sophistication. The financial presentation that accelerates buyer diligence and supports valuation.
Our team has operated at the institutional level that PE sponsors expect. We bring the reporting standards, financial discipline, and operational rigor of institutional capital — applied directly to lower middle market portfolio companies.
Representative Engagement
"Completed 100-day finance infrastructure integration following a PE-sponsored acquisition, including Sage Intacct implementation, multi-entity chart of accounts design across 6 operating entities, and delivery of the first institutional investor reporting package to the sponsor on Day 90."
Schedule Your PE Finance Infrastructure Assessment
A 45-minute conversation about your current finance infrastructure — close timeline, reporting quality, ERP architecture, and investor package capability. We'll tell you exactly what it would take to reach institutional standards.
45 minutes. Delivered within 48 hours. No obligation.