Solutions
Private equity portfolio reporting
Compare portfolio performance using agreed definitions, traceable inputs and a clear record of reporting adjustments.
Portfolio reporting brings operating-company data into a common reporting process. The difficult part is deciding which measures are comparable and preserving the local context needed to interpret them.
Agree the reporting contract
Define each measure, its owner, reporting period and source. Revenue, recurring revenue and contracted revenue answer different questions. Document exclusions and currency treatment, and make differences explicit where companies cannot reasonably use the same definition.
Keep submission and reconciliation visible
We design a process for scheduled data collection, validation and sign-off. Each company can see missing inputs and rejected submissions. Portfolio users can distinguish a complete reporting period from a provisional one, with late changes recorded rather than silently replacing the published view.
Support comparison without losing context
A group view should allow users to inspect the company-level figures and adjustments behind it. Segment comparisons by business model where needed. Separate reported results from estimates and management commentary so a reader knows what was measured and what remains an interpretation.
Begin with a small reporting pack
Choose a recurring decision and the few measures needed to support it. Pilot with companies that have different source systems and close processes. Measure preparation effort, reconciliation differences and time to sign-off. Bring the current pack and the definitions used by participating companies so we can identify the first reconciliation problem to solve.
Take the next step
Explore the approach and evidence
Practical guides
Discuss your reporting problem
Bring an example of the current process and the decision you need to improve. We can help define a useful first release and assess whether a build is the right next step.
