Built by PE investors who understand the nuances of portfolio company reporting and support.

Smart templates + infrastructure to help PE-backed companies build world-class bottom-up budget forecasts.

Support portfolio company
strategic planning while
seamlessly tracking performance.

Human-Readable Models

 

 Granular Drilldown

 

KPI Tracking

 

Sensitivities & Roll-forward

Custom operating models

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Auditable, automated cash flow forecasts

  • Support

    • Customizable model architecture

    • Create/share templates for portco use

  • Collaborate

    • Input delegation

    • Seamless iterations

    • Workstream alignment

  • Roll-Forward

    • Integrated actuals

    • Continuous planning

    • Custom versioning

  • Analyze

    • Scenario analysis

    • Granular drill-downs

    • KPI sensitivity analysis

  • Report

    • Portfolio-level views for internal projects

    • Seamless LP reporting packages

    • Export to .xls

  • Manage

    • Versioning

    • Change log

    • Data security

    • Task automation

Request a Demo
 

    • <1 week implementation

    • Smart templates for rapid setup

    • Intuitive interface for total budgeting independence

    • Selected accounting system integrations & Office import/export

    • Expert support on-call