Private Equity Operating Systems
Credentialed operational systems built by PE operators, for PE operators.
18 vetted systems
BoardBrief AI
AI-powered board reporting and risk screening for PE portfolio companies. Automated board brief generation, KPI synthesis, and governance compliance.
Capital Project Tracking & Control Dashboard
Capital project tracking dashboard with budget vs. actual, schedule variance, change order log, and milestone status.
Contractor & Subcontractor Governance Framework
Governance framework for managing contractor and subcontractor relationships — compliance tracking, performance scoring, and escalation protocols.
EBITDA Bridge Framework
Walk-forward EBITDA bridge from prior period to current. Isolates volume, price, cost, and one-time adjustments for board-level reporting.
Field Operations Performance Dashboard
Performance dashboard for field operations teams. Tracks crew productivity, job completion rates, safety metrics, and equipment utilization.
Governance Audit Checklist
Structured diagnostic to assess governance gaps across compliance, reporting, and operational controls. Produces a prioritized remediation roadmap.
Investor Reporting System
Structured reporting system for PE-backed companies. Monthly and quarterly investor reporting templates with narrative frameworks.
M&A Operational Diligence Checklist
Operational due diligence checklist for M&A transactions. Covers org structure, systems, contracts, compliance, and integration readiness.
Operational KPI Governance System — Core
Excel-based KPI governance workbook with 325 formulas, 7 tabs, and automated health scoring. Deploy in a week, not a quarter.
Operational KPI Governance System — Professional
Core workbook plus Notion workspace templates, meeting agendas, and implementation framework for multi-site deployment.
PE 100-Day Industrial Operations Pack
Complete 100-day operating plan for PE-backed industrial portfolio companies. KPI setup, governance cadence, reporting structure, and quick wins.
PE Bolt-On Day 1 Finance Integration
Day-1 finance integration playbook for PE bolt-on acquisitions. Chart of accounts mapping, reporting alignment, and treasury consolidation.
PE QBR Board Reporting Pack
Board-ready quarterly business review templates. Financial summary, KPI dashboard, strategic initiative tracker, and risk register.
Plant Manager Daily Operations Bundle
Daily operations toolkit for plant managers. Shift handoff templates, downtime tracker, safety checklist, and production reporting.
Plant-Level P&L Tracker
Site-level P&L tracking system for multi-plant operators. Revenue, COGS, labor, overhead, and contribution margin by location.
PMO Health Scorecard
Diagnostic scorecard to assess PMO maturity across governance, resource allocation, stakeholder alignment, and delivery cadence.
PMO Rebuild Playbook
Step-by-step playbook for standing up or rebuilding a PMO from scratch. Governance structure, charter templates, and rollout sequencing.
R&D Documentation & Qualification Framework
R&D documentation framework covering qualification protocols, test documentation, design review checklists, and regulatory submission prep.
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