What Strategic Finance Did for a PE-Backed Portfolio Company

A new CFO stepped into a PE-backed portfolio company at a critical moment. The business was underperforming relative to expectations. The sponsor was growing frustrated. And the finance team, despite their effort couldn’t provide the insight needed to explain what was happening or how to fix it.

The company was flying blind.

There was no integrated model. No way to monitor working capital in real time. No forecast that extended beyond the quarter. The CFO inherited fragmented files, inconsistent reporting logic, and a finance function that had become reactive, overwhelmed, and disconnected from strategy.

Pressure from the board was mounting.

The CFO didn’t have six months to rebuild the entire system. He needed a solution that could move fast, scale intelligently, and restore financial control across the business.

That’s when Financiario came in.

In just one week, Financiario implemented a full three-statement model tailored to the company’s operations, built from scratch but tied directly to real-time accounting data. They added live dashboards for tracking KPIs and performance targets. They structured cash flow and margin logic that integrated seamlessly with the portfolio’s reporting requirements. And they did it all without disrupting the CFO’s day-to-day.

By the next board meeting, everything had changed.

The CFO presented a full-year forecast, risk-adjusted scenarios, and capital allocation plans tied directly to growth targets. The sponsor got what they needed. The board regained confidence. And the finance team transitioned from fire drills to strategy sessions.

In less than 90 days, the business went from flagged to favored.

From underperforming to outperforming.

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