A PE firm's portfolio-operations team consolidated multiple portfolio companies' MIS by hand each quarter.
Flagged line items now route directly to the relevant deal partner instead of by email.
- The problem
- A PE firm's portfolio-operations team consolidated multiple portfolio companies' MIS by hand each quarter.
- What we built
- A cross-portfolio board-view configuration consolidating different ERPs into one report format.
- The outcome
- Flagged line items now route directly to the relevant deal partner instead of by email.
Case studies are anonymised at the client's request. Outcomes describe what changed operationally rather than claiming attributed financial figures — we'd rather under-state a result than dress one up.
The product behind this
Stop waiting for the Sunday MIS pack.
Cross-BU P&L, working capital, order book and KPI scorecard in one live dashboard. Board-ready visibility, every morning.
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