PE-backed portfolio companies deserve the same financial rigor as public companies. We deliver it — close automation, board-ready analytics, and strategic FP&A — on a fractional basis, embedded in your team from day one.
PE operating partners know the pattern: a portco with strong unit economics but zero financial infrastructure. By the time month-end data arrives, decisions have already been made on instinct.
By the time financials are ready, the month being analyzed is almost over. You're managing on a one-month lag — and making operational calls with last quarter's data.
Forecasts live in five different Excel files, owned by five different people. There is no single source of truth — and when numbers don't reconcile, no one can explain why.
Revenue trend, burn, margin by product line — none of it is visible without a manual pull. Operating partners reviewing portcos are working from stale PDFs and gut checks.
An add-on acquisition lands on the table. A co-investor wants an updated NPV model. The portco doesn't have the finance capacity to respond with institutional-grade analysis in the timeframe required.
"The portcos that compound fastest are the ones where finance becomes a competitive advantage — not an administrative burden the management team is always catching up to."
The operating model CFO Assists is built around
We embed at the operating level, not the advisory level. That means we're inside your systems, running your processes, and accountable to your timelines — not writing reports from the outside.
Senior finance leadership without the full-time overhead. We own the CFO function — board reporting, investor communications, lender relationships, and strategic financial counsel — at the fraction of a full-time hire.
We redesign the month-end close from the ground up: standardized COA, automated journal entries, reconciliation workflows, and real-time dashboards. The 20-day close becomes a few hours.
Signature capabilityAdd-on diligence, DCF models, LBO sensitivity analysis, and returns attribution — built to the standard of a bulge-bracket analyst, delivered in the timeline a portco actually needs.
We build the visual intelligence layer your board actually uses: live P&L, KPI scorecards, variance analysis, and cohort metrics — connected to your source data, not refreshed by hand before every meeting.
Rolling forecasts, scenario models, pricing sensitivity, customer-level margin analysis. We give management the analytical scaffolding to make decisions faster and defend them in front of the board.
ERP selection and implementation, data pipeline design, BI tool setup, and workflow automation. We build the infrastructure so that reporting is a byproduct of operations — not a separate effort.
These are not aspirational. They are the operating baseline we hold ourselves to on every engagement.
Revenue between $5M and $150M. PE-backed with an active board. Finance team in place (controller or accounting staff) but no senior strategic layer. Complex enough to need real infrastructure; growing fast enough that infrastructure matters now.
We operate as a member of your management team, not as a vendor at arm's length. Engagements are structured for speed — we're productive from week one.
We spend two weeks in the company's systems — ERP, bank accounts, GL, existing models — to understand where the gaps are and what needs to be built first. We deliver a written diagnostic before any engagement begins.
We work inside the business: attending weekly leadership meetings, owning the close, building dashboards, and serving as the financial counterpart to the CEO and board. Engagements are typically structured as a set number of days per month, calibrated to the workload.
We document everything we build. When the company is ready for a full-time CFO, we run that search and lead the transition — so nothing is lost and the new hire inherits a functional, high-quality infrastructure from day one.
If you're a PE operating partner evaluating a portco's finance function, or a portfolio company CEO who knows you've outgrown your current setup — we'd like to hear from you. No commitment, no pitch deck on the first call.
Book a Discovery CallWe typically respond within one business day.
We'll be in touch within one business day. We look forward to the conversation.