Industry
Private Equity
Standardized portfolio analytics across operating companies.
EBITDA bridgeWorking capital daysRevenue growth
Private Equity KPIs
Live previewEBITDA bridge
↑ 12%
Working capital days
94.2%
Revenue growth
8.4×
Performance trend
Challenges
- Each portco runs different ERP and BI stacks — making cross-portfolio comparison impossible without bespoke extraction work before every QBR or LP update
- LP reporting requires manual consolidation — consuming 3–5 days of finance team time each quarter and introducing reconciliation risk at the worst possible moment
- Value creation metrics inconsistent across holdings — so operating partners cannot tell whether EBITDA improvement is from pricing, cost, or volume — until it's too late to intervene
Typical KPIs
- EBITDA bridge
- Working capital days
- Revenue growth
- Synergy tracking
Outcomes
- Standardized KPI framework across portfolio
- Automated consolidation for LP and IC reporting
- Operating partner dashboards for value creation tracking
Sources we connect
SAPNetSuiteSage IntacctSalesforceWorkdayYour data warehouse
How it works
01
Connect
Standardize financial and operational data across all portcos into a single consolidated model
02
Model
Build EBITDA bridge, working capital, and value creation KPIs with consistent definitions across holdings
03
Deploy
Go live with LP-ready reporting and operating partner dashboards in 4–6 weeks