WHO WE SERVE · PE-BACKED COMPANIES AND ROLL-UPS
For CFOs of PE-backed platforms and roll-ups, and the operating partners behind them. We learn how your month closes across the companies you bought. Then we build agents that do the repeat work inside the ERP and the month-end close software you already pay for, and run them each month with your controller signing off.
WHAT YOU CAN ASK US
Can the close across all our companies run on one checklist, with an agent preparing the reconciliations?Answered by: Agentic automation Can the lender and board pack assemble itself, for the CFO to approve?Answered by: Agentic automation Can each new add-on's chart of accounts be mapped to ours, with every mapping shown for review?Answered by: A custom model Where does each location's number come from?Answered by: A company brain Can we see one customer across the companies we bought, when each add-on keeps its own system?Answered by: Data unification Which locations or service lines make money?Answered by: Portfolio review in Lensential Consult What should the value creation plan measure, and who owns each number?Answered by: KPI architecture in Lensential Consult One of our companies is off plan. What can its board still decide?Answered by: TurnaroundWHAT YOU RECEIVE
Illustrative specification. Every build starts as one of these, written with your team.
See what we buildHOW IT WORKS WITH YOU
Start with a paid discovery.
We start with the step of your month-end close that costs your team the most manual work. Within one to two weeks, we document its workflow, data and systems, then give you a fixed quote for the build. Scope and fee are agreed before it starts, and you keep the documentation whether or not you build with us.
We run it, or you do.
We run it for you each month for a fixed monthly fee, run it with your team, or hand it over with the training to own it.
On top of what you own.
We build on your ERP, your month-end close software and your bank feeds. We do not ask you to replace them.
A person signs off.
Agents stop for your controller at every decision that needs one, and every figure links back to its source.
If we worked on the deal.
If your sponsor used us in diligence, it can share the reports we delivered, and we start from those.
What you can inspect.
We run our own back office on the same method and reports. Ask us to open them on a call.
THE SYSTEMS BEHIND IT