Private equity finance infrastructure
Compare portfolio performance with the calculations behind each number.
Aldous works with one portfolio company to rebuild a material reporting, planning or close workflow. The CFO owns the finished system. The fund sees what changed and decides what should repeat.
Discuss a portfolio →The portfolio problem
Every company can be right in a different way.
The same finance question is answered differently in every portfolio company. Consolidation hides assumptions, bolt-ons break comparability and diligence has to reconstruct the trail.
- Definitions: the same KPI carries a different calculation or owner.
- Adjustments: monthly workbooks contain logic the portfolio cannot compare.
- Evidence: the answer is separated from the source transaction and approval trail.
Definitions and calculations
Comparable definitions across the portfolio.
Management owns the finance policy. The portfolio gets comparable answers. Definitions, hierarchies, allocations, reconciliations and adjustments become explicit, reviewable and traceable back to source.
- One version of gross profit by client.
- One headcount figure, whether it comes from payroll or the org chart.
- One definition of ARR, EBITDA, leverage and covenant headroom.
- Every answer remains traceable to source transactions and approved adjustments.
What changes
What each team gets.
Portfolio team
Comparable answers with assumptions and source data still visible.
Portco CFO
Finance models the team can explain, operate and improve.
Exit team
Reporting records ready for buyer due diligence.
Start with one company
Start with one portfolio company.
Identify which reports take too long, where calculations differ and which checks are missing. Select a reporting, planning, close or cash workflow with a clear baseline. Aldous rebuilds the data, controls and operating process in eight to twelve weeks, measures what changed and transfers the system to the finance team.
If the result is valuable, the fund decides which definitions, controls and working methods should repeat across the portfolio.