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Private equity and portfolio companies

Portfolio reporting that investors and buyers believe.

Fund-level portfolio monitoring for sponsors and operating dashboards for the companies they own — the same numbers on the deal team's screen and the CEO's — on Power BI and Microsoft Fabric. Founded by an operator who ran BI across a PE portfolio for seven years.

Talk to us Portfolio case studies
Three levels, one set of numbers

The fund, the company and the eventual buyer read the same model.

Most sponsors have three reporting stacks that disagree. We build one.

Fund level

Portfolio monitoring

Monthly KPI collection from every portfolio company into one governed model. Covenant tracking, value-creation plan progress, LP reporting packs generated from the same measures.

Company level

Operating dashboards

Sales, margin, working capital, production and channel reporting for manufacturers, distributors, retail networks and service businesses, built with management and read by the board.

Exit

Exit-ready analytics

A data room a buyer's diligence team can query: cohort, unit-economics and quality-of-earnings views with a documented walk from every number to the ledger. Built 12 to 18 months before the process.

Why a sponsor hires us

We have sat on your side of the table.

The founder spent 2012 to 2019 as a Vice President at a private equity firm, responsible for business intelligence across its four largest portfolio companies, and then built and ran a 20-person BI consultancy serving consumer and industrial groups. The Almaty delivery team he now leads has built operating dashboards for FMCG manufacturers, a retail fuel network, a jewellery manufacturer and an online aggregator.

So we know which KPI the deal partner actually looks at, why the CFO's number and the board pack disagree, and what the buyer's diligence team will ask for on day one. That is the work, not the dashboard.

About the firm
Portfolio-company work

Operating businesses we have built reporting for.

FMCG manufacturer

Sales, margin and distributor reporting across [X] SKUs and [X] channels

[OUTCOME]

Case
Retail fuel network

Operational efficiency dashboards for a network of [X] stations

[OUTCOME]

Case
Jewellery manufacturer

Production, inventory and margin reporting from ERP to board pack

[OUTCOME]

Case
Online aggregator

Customer, loyalty and usage analytics for a marketplace

[OUTCOME]

Case
How sponsors engage us

Four shapes, from the first 100 days to exit.

Shape
What happens
Typical timing
100-day reporting
Post-close: stand up the monthly pack and operating dashboards the value-creation plan will be measured on.
First 100 days
Portfolio monitoring platform
Fund-level model collecting from every company, with LP and IC reporting generated from it.
[X] weeks build, then a seat
Exit preparation
Diligence-grade analytics and a queryable data room, with the walk from every number to the ledger documented.
12 to 18 months before process
Embedded analyst
A named analyst serving one company or the sponsor's operating team, on a monthly seat.
Ongoing
Common questions

Things people ask before the first call.

Do you work with the portfolio company or with the sponsor?
Both, and usually in that order. The sponsor introduces us; the operating dashboard is built with the company's finance team; the fund-level model reads from what the companies already report.
What industries have your portfolio-company dashboards covered?
FMCG manufacturing, distribution, retail fuel networks, jewellery manufacturing, an online marketplace, and services businesses. The pattern is sales, margin, working capital and production, whatever the sector.
When should exit preparation start?
Twelve to eighteen months before the process. A data room that a buyer's diligence team can query is built, not assembled the week the banker asks.
How is this priced?
A fixed build for the first 100 days or the platform, then a monthly seat for the named analyst. [PRICING DETAIL]

Which company in the portfolio reports worst?

Start there. Thirty minutes with the founder, and a plan for the first 100 days of reporting.

Book a call erdni@theupsideanalytics.com