Now booking working sessions: bring the problem, leave with a plan. Book one
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Industries
Every portfolio company runs its own systems, reports and definitions, so the holding company sees the numbers last. We give you one partner to standardize reporting, fix operations and add technology across companies, without forcing everyone onto one platform.
Sound familiar?
How we help
Find and fix the bottlenecks that hold back margin at each portfolio company.
Business performance ›
One set of definitions and dashboards across every entity, updated automatically.
Data, analytics & BI ›
Finance and back-office work automated across companies, from invoice processing to reporting packs.
AI & automation ›
Systems connected or consolidated after an acquisition, without stopping the business.
Custom software ›
Developers, analysts and dedicated teams to deliver the value creation plan.
Technology staffing ›
Sales process, go-to-market and market expansion plans for portfolio companies.
Growth strategy ›
That’s what the working session is for. 45 minutes, and you leave with a plan whether you hire us or not.
How we work
Review each company’s systems, reports and biggest bottlenecks.
Set shared definitions and a prioritized plan across the portfolio.
Deliver fixes company by company in short cycles.
Train each management team and make the new reporting the standard.
Track results across the portfolio and roll wins out to the next company.
What changes
Every service, one partner
FAQ
Our leadership has worked inside multi-company organizations and knows how hard consistent reporting and shared processes are across entities. Every engagement starts by learning how your portfolio actually runs, company by company.
No. We usually map each company’s data to shared definitions and connect it, which is faster and less disruptive than forcing everyone onto one ERP.
Yes. We help integrate systems, reporting and workflows so a newly acquired company plugs into your standard quickly.
Either or both. Many engagements are sponsored by the holding company and delivered inside each portfolio company alongside its management team.
With portfolio reporting. One trusted view across companies makes every other decision easier, and it shows where to focus next.
Insights
Which back-office work multi-location operators should centralize first, who to hire for shared services, and how to onboard newly acquired locations.
How deal teams tracking dozens of concurrent transactions replace spreadsheets with one pipeline, standard fields and dashboards executives can trust.
How funds and holding companies standardize board package data across dozens of portfolio companies: one template, a KPI dictionary and no emailed spreadsheets.
Working sessions
45 minutes with the operators who would actually do the work. We dig into what’s stuck, rough out what it’s costing you, and map the first move. No pitch deck.
Rather talk now? 563.321.2430
