PE/VC Portfolio Support

Portfolio onboarding, reporting uplift and transaction readiness support for investors and portfolio companies.

We support PE and VC firms and their portfolio companies with practical finance leadership across the investment lifecycle. The focus is on fast cash visibility, credible reporting, and a repeatable finance operating routine that supports value creation, bolt-on acquisitions, and a future exit.

We work across sectors, with particular depth in manufacturing, engineering and industrial products, alongside other operationally complex environments such as advanced manufacturing, textiles and apparel manufacturing, and food and beverage manufacturing (including brewing).

Who it’s for

Typically for PE/VC teams and portfolio companies that need faster financial visibility, stronger reporting, and CFO capacity during change, bolt-ons, or exit preparation.

Typical use cases

  • Aligning on the value creation plan and key value drivers during onboarding or pre-exit preparation

  • Post-deal onboarding and finance stabilisation

  • Interim CFO capacity during change, restructuring, or hiring gaps

  • Board reporting and KPI pack implementation

  • Buy-and-build support: acquisition screening, integration planning, and reporting standardisation

  • Transaction readiness and portfolio exit preparation

What you get

Alignment on value drivers

  • Market context and SWOT, focused on what matters to the value creation plan

  • A clear set of value drivers and risks to prioritise in the first 90 days

  • KPIs and reporting aligned to value drivers and the likely exit route

Portfolio onboarding and reporting uplift

  • Cash forecasting and working capital routines

  • Clear monthly reporting and KPIs aligned to value drivers

  • Close discipline, controls and process improvements

Finance stabilisation at pace

  • Systems and reporting enhancements that scale across multiple entities

  • A reporting routine leadership can rely on during change

Decision support

  • Scenario planning and performance driver insight

  • Board-ready reporting and stakeholder confidence

Buy-and-build enablement

  • Acquisition evaluation support, including driver-based models and scenario analysis

  • Integration planning support, including finance process alignment and reporting consistency

  • Standardised KPI definitions and reporting packs across bolt-ons

Transaction readiness and exit preparation

  • Sale readiness diagnostic: reporting quality, key risks, and gaps to address

  • Quality of earnings style preparation: normalisation schedule, working capital analysis, one-offs and adjustments

  • Diligence preparation: finance materials checklist and vendor data readiness

  • Forecast model and sensitivities suitable for buyer scrutiny

  • Support through the process: data request tracker, adviser coordination, and management Q&A preparation

How we work

  1. Align on the value creation plan: confirm the market context and SWOT, identify the key value drivers and risks, and translate these into a small set of KPIs and priorities

  2. Rapid baseline: cash, reporting, controls, key risks and priorities

  3. Implement: cash rhythm, KPI pack, reporting pack and decision routine

  4. Stabilise: processes, close, controls, systems and integration standards

  5. Prepare: transaction readiness and execution support when needed

Specialist support (via associates)

Where it adds value, we can coordinate operational assessments, risk reviews, valuations, and specialist workstreams to support investor requirements and transaction processes.

Representative outcomes

  • Rebuilt trust in the numbers by fixing historic issues, tightening close routines and controls, and introducing board-ready reporting suitable for group and investor scrutiny.

  • Upgraded finance systems and expense controls to improve reporting speed, consistency and control (including ERP and expense management improvements).

Related services

PE/VC portfolio FAQs

  • Both. We can be engaged by the investor, the portfolio company, or jointly. We align early on objectives, stakeholders, and decision rights to keep delivery smooth.

  • Cash visibility, a KPI pack, a reliable month-end close and reporting routine, and a clear first 90-day priorities and risks list. The aim is fast control and credible reporting.

  • Yes. We support transaction readiness by improving reporting quality, tightening working capital visibility, preparing finance materials for diligence, and helping management handle buyer requests efficiently.

  • Not formal QoE as an accounting firm would. We can support quality of earnings style preparation: normalisation schedules, working capital analysis, and readiness ahead of external diligence.

  • Yes. We help with acquisition screening models, funding scenarios, integration planning, and standardising KPIs and reporting across bolt-ons so performance remains visible as the group grows.

  • Typically management accounts (even if imperfect), bank statements, debtor and creditor lists, key contracts, and any existing board packs or models. We can work with incomplete data and improve it as we go.

PE and VC portfolio support and transaction readiness

If you need portfolio onboarding support or interim CFO capacity, contact us to discuss your requirements.

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