For PE-Backed Companies
The Reporting Burden Arrived With the Capital.
Monthly packages, covenant tracking, and a sponsor who wants detail your last reporting stack never produced. The CFO Agent keeps up without a hiring round.
The Problem
Sponsor Reporting Is a Second Full-Time Job Nobody Budgeted For
The deal closes and the reporting expectations change overnight. Monthly packages on a deadline, KPI detail nobody was tracking before, covenant calculations that have to be right, and a board that reads carefully.
The finance team that ran a $40M business just fine is now late every month, and the honest options look like burning out the controller or hiring two people the thesis did not budget for.
What Changes
What Your Agent Handles
The Monthly Package, On Time
Compiled, drafted, and formatted to the sponsor's template so the deadline stops being a scramble.
Covenant Tracking That Does Not Slip
Ratios get calculated and monitored continuously, with headroom flagged well before a testing date.
KPIs the Thesis Cares About
The operating metrics the sponsor asks about get tracked alongside the financials instead of rebuilt each month.
Board Decks Without the All-Nighter
Financial sections assemble and commentary drafts, so preparation is review rather than construction.
Diligence-Ready by Default
Documentation accumulates continuously, which matters when the next raise or the exit process starts.
Capacity Without Headcount
Meet the reporting bar without adding two finance hires the investment case did not contemplate.
Not Quite You?
The Same Engine, Configured Differently
Get Started
Meet the Reporting Bar Without the Hiring Round
Book a consultation and we will scope it against your sponsor's actual reporting package and covenant schedule.