Private equity
AI-native ERP for PE portfolios. Faster transparency, faster value creation.
The problem
You bought the business. Not its spreadsheets.
Spreadsheets & legacy systems
Portcos running finance on tools they outgrew two rounds ago.
Inconsistent charts of accounts
Every entity counts differently. Roll-ups take weeks.
Slow, unreliable reporting
Monthly packs arrive late and get restated.
Carve-outs & add-ons
Standalone systems needed yesterday, on a hard TSA clock.
What we do
From diligence to the exit data room.
ERP selection & due diligence support
Carve-out / TSA exit planning
Buy-and-build integration of add-ons
Chart-of-accounts harmonization
Standardized KPI & board reporting packs
100-day plan support
Why AI-native matters for sponsors
Value creation shouldn't wait on an ERP project.
Faster time to transparency
Reliable monthly numbers in weeks, not after the first annual audit.
Lower cost per portco
AI handles the repetitive work, so you pay for judgment, not keystrokes.
A repeatable playbook
Same CoA, same KPIs, same templates — every new deal plugs in.
Portfolio work
Recent engagements
Anonymized. Placeholder details.
Selection
Manufacturing portco – ERP selection & roadmap
Vendor shortlist, fit-gap and 12-month roadmap delivered in 3 weeks.
Buy-and-build
Platform + add-on roll-up – multi-entity consolidation
Five entities on one NetSuite instance with automated eliminations.
Carve-out
Carve-out – standalone cloud finance stack
Business Central live seven weeks before TSA expiry.
Talk to us about a portfolio-wide ERP playbook.
For operating partners and portfolio CFOs.