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Portfolio Reporting Is Broken
Your analysts deserve better than this.
Every month. The same fire drill. The same broken spreadsheets.
The reporting workflow at most PE firms hasn’t changed in a decade.
D14 =VLOOKUP(B14,'[Acme_Q3.xlsx]Sheet1'!$A:$F,4,FALSE)
Company
Revenue
EBITDA
Margin
1
Acme Corp
$14,200,000
$2,840,000
20.0%
2
Summit LLC
8,750,000
$1,312,500
15.0%
3
Vertex Inc
#REF!
$980,000
#REF!
4
Bridgeport
$6.2M
???
—
5
Northstar
$22,100,000
$4,420,000
check w/ CFO
6
waiting...
Consolidated
Acme_Rev
Summit_P&L
DO NOT EDIT
Old_v3
+12 more
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A 47-tab workbook that one analyst understands and everyone else is afraid to touch.
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Sarah Chen 10:42 AM
RE: RE: RE: Q3 Revenue Numbers
Here's the updated version. Note that EBITDA now includes...
CFO Office — Vertex 9:15 AM
Updated P&L - FINAL v3 (corrected)
Apologies for the delay. Please disregard the previous...
David Liu Yesterday
Monthly Reporting Package - November
Team, please find attached the latest reporting package...
Derek Hoffman Yesterday
FW: Can you re-pull Q3? Numbers look off
See below — the LTM figures don't tie to what Summit sent...
Katie Morris Nov 12
RE: RE: Reconciliation — see revised numbers
Hi team, attaching the corrected reconciliation. Please ignore...
Portfolio Reporting Nov 10
Reminder: Monthly data due by EOD Friday
This is a reminder that all portco data submissions are...
This is your reporting workflow
Every portco sends a different format, on a different schedule, to a different inbox.
# portfolio-reporting
14 members
DP
David Liu 10:23 AM
Are the Q3 numbers in the board deck final? @channel
NS
Nina Shah 10:25 AM
Which version should I use? I see two files from Sarah
MB
Mike Brennan 10:31 AM
I think the one labeled "FINAL" is old. Use "FINAL_v2_revised"
RT
Rachel Torres 10:34 AM
Wait — does Acme's EBITDA include the add-backs or not?
JP
James Park 10:38 AM
The board meeting is in 3 hours. Can we get this sorted?
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👌 2
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Portfolio AIOnline
Which portfolio companies have margin trending below 15%?
3 companies found
Vertex SaaS11.0% (↓ from 15.2%)
Nova Logistics14.0% (stable)
Coastal Retail13.0% (↓ from 14.1%)
Ask anything about your portfolio...
Portfolio AIOnline
Which portfolio companies have margin trending below 15%?
3 companies found
Vertex SaaS11.0% (↓ from 15.2%)
Nova Logistics14.0% (stable)
Coastal Retail13.0% (↓ from 14.1%)
Ask anything about your portfolio...
EBITDA Margin
KPI DefinitionSUMofEBITDA/revenue× 100
$12.4M
+8.3% vs prior quarter
Acme Manufacturing
$8.7M
-2.1% vs prior quarter
Vertex SaaS
$5.2M
+12.7% vs prior quarter
Coastal Retail
$3.9M
+0.4% vs prior quarter
Nova Logistics
Q4 Board Report
Last updated: 2 hours agoLiveShare
$142M
+14%
Portfolio Revenue
18.3%
+2.1pp
Avg EBITDA Margin
72%
-3%
Cash Conversion
Revenue by Company
ACMVTXCSTSMTNVAATL
Margin Trends (6 mo)
Portfolio Benchmark
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Connect your portfolio companies' data sources
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- White-glove setup assistance
- Data validation & quality checks
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