Stop waiting for the Sunday MIS pack.
For diversified, multi-BU businesses and PE portfolio operations who need one consolidated view instead of a recurring manual assembly cycle.
Who it's for
Diversified, multi-BU or conglomerate businesses — and PE portfolio-operations teams needing one consolidated view across portfolio companies running different ERPs.
Typically championed by
The shift
Leadership waits on a recurring, multi-day manual MIS or board-pack assembly cycle for a single cross-BU view of P&L, working capital, order book and margin.
Replaces a recurring multi-day manual MIS/board-pack cycle with a live, always-current consolidated view. Flagged issues get routed and resolved in-platform instead of by email.
How it works
Cross-BU P&L consolidation, working capital, order book, category-wise margin and a KPI scorecard, in one always-current live view. A cross-portfolio variant consolidates multiple portfolio companies on different ERPs and MIS formats into one board-review format, with flagged line items routed directly to the relevant CFO or deal partner for comment.
- Step 1
Consolidate Across BUs
Cross-BU P&L, working capital, order book, category-wise margin and a KPI scorecard, in one always-current live view.
- Step 2
Handle Different ERPs
A cross-portfolio variant consolidates multiple portfolio companies on different ERPs and MIS formats into one board-review format.
- Step 3
Flag What Needs Attention
Line items that need a closer look are flagged automatically, not buried in a spreadsheet.
- Step 4
Route to the Right Person
Flagged items are routed directly to the relevant CFO or deal partner for comment.
Trust & governance
Role-based access by default
Access controls are built in from day one — the right people see the right numbers, for board and investor-level scrutiny.
Full audit trail
Every consolidated figure carries a full audit trail, built to enterprise-grade security standards.
Doesn't replace your ERP
It's a consolidated view built on top of what you already run, including business units on different ERPs — not a replacement for any of them.
Flagged items go to a person, not an inbox
Line items that need input are routed directly to the relevant CFO or deal partner inside the platform, instead of over email.
Built for PE portfolio scrutiny too
A cross-portfolio configuration consolidates multiple portfolio companies on different ERPs and MIS formats into one board-review format.
Related case studies
FMCG
Leadership at a diversified FMCG conglomerate waited on a recurring, multi-day board-pack cycle.
A recurring multi-day manual cycle became always-current, board-ready visibility.
Diversified Industrial
A multi-BU industrial group had no single consolidated view across business units on different ERPs.
Group leadership reviews one live number instead of reconciling BU-wise submissions by hand.
PE Portfolio Operations
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.
You might also need
Get in touch
Frequently asked questions
Does this replace our existing ERP or finance systems?+
No — it's a consolidated view built on top of what you already run, including businesses on different ERPs.
Can this be used across a PE portfolio, not just one company?+
Yes — a cross-portfolio board-view configuration consolidates multiple portfolio companies into one report.
What exactly is covered in the consolidated view?+
Cross-BU P&L consolidation, working capital, order book, category-wise margin and a KPI scorecard, all in one always-current live view.
How does this work if our business units run different ERPs?+
It's built specifically for that case — the cross-portfolio variant consolidates businesses on different ERPs and MIS formats into one board-review format.
Who gets access, and is it secure enough for board-level use?+
Role-based access, a full audit trail and enterprise-grade security are built in by default, for board and investor-level scrutiny.
What happens when a flagged number needs someone's input?+
Flagged line items are routed directly to the relevant CFO or deal partner for comment inside the platform, instead of over email.
How current is the data — is it real-time?+
It's an always-current live view rather than a periodic snapshot, replacing the recurring manual MIS/board-pack assembly cycle.
Does this remove the need to manually assemble the MIS pack?+
Yes — the recurring multi-day manual MIS or board-pack assembly cycle is replaced by this live, always-current view.