Pre-close to post-close
The people who underwrite the deal stay on it through close, and carry the clean databook into the ongoing finance function.
For private equity & venture capital INVESTORS
Diligence that doesn’t end at the databook
Big Four–caliber diligence and post-close finance for Private Equity 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.
Integrated support throughout the deal life cycle
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.
Flagship Offerings
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.
