Pre-close to post-close
The people who underwrite the deal stay on it through close—and can carry the clean databook into the ongoing finance function.
For private equity & venture capital
Diligence that doesn’t end at the databook.
Big Four–caliber diligence and post-close finance for PE and VC deal teams. AI-enabled, transaction-level, and built so post-close books match the databook.
The problem we solve
QoE providers charge six figures to build a databook and a report, then move on. Post-transaction, none of the target’s internal reporting matches the QoE or the banker’s model.
Our AI-enabled process restates everything on a GAAP basis at the transaction level before diligence and pro-forma adjustments. That same transaction-level detail lets us remediate the books after close so post-close financials match the clean databook.
Finance support across your portfolio
One relationship, extending across the portfolio.
Most firms conclude their work at diligence. We continue beyond it.
The same team that underwrote the deal can operate the finance function within your portfolio companies, so the clean databook becomes the basis on which the company reports each month. You engage us, and we embed at the portfolio company.
01
Diligence
Financial, tax, and operations due diligence from one senior team. GAAP financial restatement, tax exposure grading, and an assessment of the finance team, systems, and processes.
02
Outsourced CFO & Controllership
Senior, sector-experienced finance leadership for a portco before it can justify the full-time hire.
03
Finance Transformation & integration
Move data and processes onto a clean GAAP basis and modern system so reporting matches the materials used to underwrite the deal.
04
Portfolio-company tax
Income tax, ASC 740, R&D credits, and sales-tax remediation delivered consistently across the portfolio.
05
Surge Support
Short-term senior capacity when a portco is mid-audit, mid-diligence, or between finance leaders.
06
Platform Finance
One team as the finance back office for a roll-up platform, from diligence and integration through the ongoing close, including income tax compliance.
For value-creation & operations teams
AI makes delivery efficient enough to cover multiple companies at once, while the Finance Transformation team keeps each company's data and processes on a GAAP basis that matches the pre-close FDD and banker materials going forward.
Everything we provide investors
From the first look through the ongoing close.
Start with the transaction. Continue into integration, tax, and portfolio-company finance. Every card links to the detail behind the work.
Diligence & deal support
Post-close & transformation
- A scoping callWe map the transaction, timeline, risk areas, and the decision your investment committee needs to make.
- A senior team from day oneExperienced finance and tax professionals own the work and the relationship.
- A read-out on your timelineClear findings, transaction-level support, and practical answers when the deal is moving.
- A clean transition after closeWhere continuity matters, the same team carries the work into remediation, integration, and reporting.
- Senior leadershipA Big Four and FP&A-experienced lead owns the relationship.
- Reliable reportingFinancials closed on time for the board and investors.
- Flexible capacityScale the engagement up or down as your needs change.
