PRIVATE EQUITY / FIXED-SCOPE PILOT
Portfolio reporting,
with sources attached.
Turn one company’s existing KPI exports into an exception list and operating-review draft your team can check.
Discuss one reportTHE WORK / 01
Less assembly.
Clearer review.
Start with one portfolio company and one reporting period. We map up to three existing CSV or spreadsheet exports to six agreed KPIs, then flag missing values and prepare a draft with source references. Your team validates figures and approves all commentary before it goes anywhere.
Use current reports and definitions. Keep the system of record.
See missing values, changed fields, and source locations.
Check the draft and decide what to distribute.
THE PILOT / 02
One report.
Ten business days.
Fixed fee: $2,500. We agree on inputs, KPI definitions, data handling, and acceptance before work starts. At handoff, you get the repeatable import, exception list, review draft, and the measured time it took to prepare both the old and pilot reports.
Ongoing operation is optional and scoped separately. No claimed time savings until measured with your team.
Ask about the pilot ← All operational systems