Resources

A practical framework for the 19 covenant types PE funds track most, and where reporting typically breaks down.

The six segments worth tracking consistently across a portfolio, and how they map to LP reporting.

A GP decision framework for how portfolio companies should report to the fund, not a product comparison.

What to standardize in a portco's finance function in the first 100 days, such as chart of accounts, KPI baseline, and covenant calendar.

A 15-minute red-flags checklist for P&L, cash, covenants, and KPIs before you walk into the room.

Why comparing portcos across different national charts of accounts is the wrong first problem to solve.

A template and walkthrough for a finance team doing this for the first time after taking on PE or lender-backed debt.

Demystifying the GP's perspective for a portco CFO new to institutional investors.

How it's usually done by hand, where that breaks down, and what a properly linked model gives you instead.

What LTM means, why your fund is asking for it, and how to calculate it correctly from monthly actuals.

The core reports an owner-operator should review monthly, such as P&L, cash position, and AR aging.

For SMEs with a revolving credit facility or term loan but no PE investor. What gets reviewed at renewal.

How owner-managed groups end up multi-jurisdictional, and what actually needs to reconcile across entities.

A decision framework for SME owners weighing an outsourced bureau against an in-house finance function.

How receivables in foreign currencies quietly erode margin between invoice date and collection date.

A benchmarking guide on reporting rigor at this size, with no PE investor or lender covenant required to justify it.

A side-by-side comparison to help you identify which one actually applies to your business.

LTM, EBITDA add-backs, headroom, covenant cure period, and the rest of the vocabulary, explained plainly.