Stop Losing Weekends to Portfolio Consolidations
Transform manual chaos into automated excellence across your portfolio companies. Cut consolidation time 66% and boost EBITDA 5X.
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TRUSTED BY LEADING BRANDS OF OUR AGENCY
Trusted by Leading Private Equity Firms
David Miller
Operating Partner,
Growth Equity Partners
“Moving our portfolio to modern financial systems has unlocked value we didn’t even know existed. The visibility and control are game-changing.”
The Value Creation Challenges You’re Facing
- Manual consolidations burning weeks of time
- Inconsistent reporting across entities
- Limited visibility into real performance
- Slow month-end closes delaying decisions
- High-cost finance operations eating margins
- Complex compliance requirements across entities
- Integration headaches with every acquisition
How We Transform Portfolio Operations
The old way of waiting weeks for consolidated portfolio performance reports means missed opportunities and delayed decisions. Our cloud platform delivers real-time visibility across your entire portfolio, with automated consolidations and instant drill-down capabilities. Track KPIs, spot trends, and identify opportunities the moment they arise instead of discovering them months later.
Managing dozens of portfolio companies shouldn’t mean dozens of different systems and processes. We unify your portfolio on a single platform that automatically handles inter-company transactions, currency conversions, and eliminations. Watch consolidation time drop from weeks to hours while accuracy improves dramatically.
Stop letting manual processes eat away at portfolio company margins. Our intelligent automation handles everything from basic transactions to complex multi-entity workflows. Your portfolio company teams can focus on strategic initiatives instead of pushing papers, driving both top-line growth and bottom-line efficiency.
Every new acquisition shouldn’t mean another unique system to integrate. Our standardized implementation approach rapidly brings new portfolio companies onto a unified platform, ensuring consistent controls, processes, and reporting across your entire portfolio. Cut integration time from months to weeks while reducing operational risk.
Common Scenarios We Transform
Post-Acquisition Integration
Bringing new acquisitions into your portfolio often means dealing with legacy systems, inconsistent processes, and manual workflows. Our rapid implementation methodology standardizes financial operations, automates key processes, and ensures consistent controls across every entity. Turn financial integration from a months-long headache into a streamlined 8-week process.
Portfolio Visibility
Making investment decisions with outdated or inconsistent information puts returns at risk. Our unified platform provides instant visibility into performance across every portfolio company, with automated consolidations and real-time analytics. Get the insights you need to drive value creation, spot opportunities, and address issues before they impact returns.
Operational Efficiency
High-cost finance functions drain resources that could be driving growth. Our automated platform eliminates manual processes, standardizes operations, and reduces headcount needs across the portfolio. Transform finance from a cost center into a strategic driver of value creation.
Exit Preparation
Building attractive exit valuations requires professional-grade financial operations. Our platform implements enterprise-level capabilities that attract premium multiples - automated processes, strong controls, and sophisticated reporting that stands up to buyer scrutiny.
Value Creation Impact
66% Reduction in monthly close time
75% Lower finance operation costs
90% Faster portfolio reporting
Real Results from Portfolio Companies
“Getting things done right. Liza ensures every implementation delivers real results with minimum hassle.”
Liza Thompson
“Making sure every solution fits perfectly. Heike helps businesses find exactly what they need to grow.”
Heike van der Westhuizen
“Turning business challenges into success stories. Sandra leads our mission to make ERP actually work for businesses.”
Sandra Peacock
“The automation of our sales process has been game-changing. We’re closing twice the deals with better accuracy and our team can focus on selling instead of admin work.”
Sarah Thompson
“The visual workflow builder changed everything. We’re running complex, multi-channel campaigns that practically manage themselves.”
David Chen
“The automation of our project accounting and resource management has been transformative. We have perfect visibility into profitability and our team can focus on client service.”
Sarah Chen
