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Finance 14

Models, reporting, spend and the numbers behind decisions.

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Software spend review

Inventories software spend from bills and finds unused seats, duplicates and cheaper plans.

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Board pack desk

Assembles the monthly numbers, charts and commentary into the board pack.

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Deal sourcing

Pipeline against your thesis

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Due diligence

Data rooms at deal speed

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Financial modeling

LBO, DCF, sensitivities

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Investor reporting

Quarterly updates & attribution

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Risk management

Exposure monitoring & alerts

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Due diligence

CDD summaries under deadline

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Financial modeling

Scenario models from source data

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Budget planning

Forecasts & allocation models

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Reporting

Board-ready consolidation

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Covenant monitoring

Obligations checked before breach

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Invoice exception resolution

Mismatches prepared for approval

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Claims leakage review

Closed files checked for missed value

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