PPCR
4 Layers of Data and Streamlined Reporting
Standardized reporting frameworks and automated reporting.
VALUE PROPOSITION
Report on the metrics that matter. Identify the financial and operational metrics that drive value and establish reporting to make them top of mind
Standardized reporting frameworks across portcos
Automated data collection
Reporting frameworks for marketing, sales, ops, headcount, and financial KPIs
Doubling down on reporting, data, and analytics since 2024
Programmatic Portfolio Company Reporting
We establish the architecture and continuously report on the financial and operational data that drives improved business and exit outcomes.
5
Portfolio Companies Engaged
100%
Adoption of Monthly Financial Reviews
100%
of Companies Have, or Are Building, an Integrated Data Warehouse
PPCR
Our Process
Explore the key steps of the PPCR process. Each phase marks a significant step in the journey.
Phase 1
Define the Metrics that Matter
Phase 2
Build the Architecture and Processes
Phase 3
Establish Reporting Cadence and Continuously Execute
Phase 4
Operationalize Data to Inform Better Decision Making
Phase 5
Automate Data Collection and Reporting
Resources
The Access Library
Curated content, tools, and case studies to power execution.
