01
Portfolio reporting consolidation
Collecting the same monthly figures from each holding by email and spreadsheet is a permanent tax on the finance team. It is a pipeline, and should be built as one.
Automation for Private Equity
Automation is a portfolio-level lever. The same back-office processes exist at every holding, which means one well-built automation can be deployed repeatedly rather than rebuilt.
Where to start
What we would automate first
Not everything should be automated. These are the processes in private equity where the return is clearest and the risk is lowest, and the ones we would plan first.
02
Diligence document processing
Extracting and normalizing financials from data rooms is repetitive across every deal, which makes it worth building once properly.
03
Repeatable operational playbooks
Value creation plans that depend on each holding implementing them from scratch move slower than plans backed by a deployable automation.
Is this you?
Three signs there is work worth doing
If you recognize your own operation here, a consult will be worth your money. If none of it lands, we will tell you that too.
- 01Monthly reporting is chased by email
- 02Each deal rebuilds the same diligence analysis
- 03Operating improvements do not transfer between holdings
Put us on one private equity process
A paid working session on the single process costing you the most. You leave with an implementation plan: what to automate, in what order, and what it costs to build. Your developers build it, or a partner does.
Book a consultRelated thinking
Our thinking on private equity
Our latest work on the private equity sector.
