Applied to Private equity portfolios
Private equity portfolios
Cost out
Software fees and repeat manual work replaced by tools the company owns, so it grows without adding people.
- Board reports drafted from the systems each company already uses
- Monthly portfolio numbers checked against each company's finance files
Revenue up
Faster proposals, prices that protect margin, and early warning on clients at risk of leaving.
- Each company's biggest customers and how they are doing, in one view
- Prices kept above a set margin, with every discount logged
- Work done but never billed, flagged in every company
Decision quality
The judgment of senior people built into forecasts and alerts, so leaders decide from live numbers.
- Forecasts built on each CFO's own plan
- Early warning when a customer stops making money
- A written business case for every tool before it is built
Enterprise value
The profit these tools add, put in numbers a board or a buyer can check.
- How much each tool adds to EBITDA, company by company
- What the business is worth, laid out the way a buyer reads it
- Every acquired company's revenue counted the same way