Cut Portfolio Reporting Time

professional profile

December 01, 2025

by a professional from Tulane University - A. B. Freeman School of Business in Portland, ME, USA

Managing 12 portfolios used to take our team 60 hours/week. Now it takes 4. Here's what changed: Most PE finance teams drown in manual consolidation. By the time you see the data, it's too late to act. Real-time visibility isn't about faster spreadsheets. It's about eliminating the chaos that buries your signal. Here's what we built: → Single source of truth across all 12 companies No more version control nightmares or reconciliation loops → Automated monthly close process in under 72 hours Catch anomalies before they compound into audit fires → Live dashboards that flag variances instantly Our CFO spots working capital issues 3 weeks earlier now Map your current close timeline today. Find the 3 steps that repeat across every portfolio. That's where automation pays back fastest. The teams winning in PE ops aren't working harder. They built systems that surface problems early. What's the biggest time sink in your portfolio reporting? Drop it below. I'll share what worked for us.
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