01Days 1–30
Assess
Establish the facts and align the finance agenda to the investment thesis.
- People
- Processes
- Systems
- Close
- Reporting
- Cash
- Forecasting
- Controls
For PE-backed companies
Institutional ownership requires institutional finance.
The transaction changed the expectations placed on finance. VeytIQ helps build the systems, processes, reporting, forecasting, and financial leadership required for the next stage.
01Post-close assessment
02Institutional finance buildout
03Ongoing operating support
The post-close reality
The transaction closes. Finance expectations change overnight.
Before transaction
Legacy state- Monthly bookkeeping
- Basic P&L
- Cash in bank
- Annual budget
- Founder reporting
- Spreadsheet processes
After transaction
Institutional standard- Monthly close deadlines
- Adjusted EBITDA
- Budget vs actual
- 13-week cash forecast
- Board reporting
- Lender reporting
- KPIs
- Controls
- Audit readiness
- Forecast accuracy
- Add-on integration
The ownership structure changed immediately.
The finance infrastructure usually didn't.
First 100 days
A finance roadmap for the first 100 days.
A sequenced operating plan to move from diligence findings to a repeatable, decision-ready finance function.
02Days 31–60
Build
Create the infrastructure, cadence, and management information the new ownership model requires.
- Reporting package
- Close calendar
- Cash forecast
- Technology architecture
- Chart of accounts
- KPIs
- Financial controls
03Days 61–100
Operate
Run the new model, prove the reporting rhythm, and make insights useful to management.
- Accelerated close
- Monthly reporting
- Rolling forecast
- Board package
- Variance analysis
- Management cadence
04Ongoing
Optimize
Increase leverage, strengthen decision support, and prepare finance for the next transaction.
- Automation
- AI
- Add-on acquisitions
- FP&A
- Working capital
- Strategic finance
Portfolio company problems
The problems we typically inherit.
These are not isolated accounting issues. They are signals that finance has not yet caught up with the company’s new operating requirements.
01
“Close takes 20 days.”
02
“EBITDA can't be explained quickly.”
03
“The budget hasn't been updated since the deal closed.”
04
“Cash forecasting lives in Excel.”
05
“The CFO spends days assembling board reporting.”
06
“The chart of accounts doesn't support the investment thesis.”
07
“Reporting differs between portfolio companies.”
08
“Finance relies on one person who knows how everything works.”
09
“Systems don't integrate.”
10
“Add-on acquisitions create even more complexity.”
What VeytIQ provides
Four integrated layers. One finance function.
Use one layer to strengthen an existing team—or combine all four to design, build, and operate the complete finance function.
Modular by design. Integrated by default.
01
The technology layer
FinanceOS
Cash, forecasts, workflows, compliance, reporting, and financial intelligence in one connected workspace.
02
The systems and process layer
Finance Transformation
Architecture, integrations, chart-of-accounts design, reporting logic, controls, and operating cadence.
03
The accounting and execution layer
Managed Finance
Controller-led accounting, reconciliations, monthly close, reporting, and recurring finance operations.
04
The strategic finance layer
CFO Intelligence
Forecasting, KPI analysis, board communication, working-capital insight, and decision support.
PE operating partner view
One operating model. Multiple portfolio companies.
VeytIQ could eventually provide a standardized financial operating layer across a portfolio—while each company retains the accounting systems appropriate for its business.
Portfolio Intelligence
Consolidated operating view
| Portfolio company | Revenue | EBITDA | Cash | Forecast | Close status | Reporting | Finance maturity |
|---|---|---|---|---|---|---|---|
| Northstar | $24.8M | $4.7M | $3.1M | On plan | Day 6 | Ready | Level 4 |
| Atlas Industrial | $18.2M | $2.9M | $1.8M | Watch | Day 9 | Review | Level 3 |
| Meridian Health | $31.6M | $6.2M | $4.4M | On plan | Closed | Ready | Level 5 |
| Cobalt Services | $12.4M | $1.6M | $1.1M | Action | Day 12 | Open | Level 2 |
Concept only. Portfolio Intelligence represents a potential future product direction and is not a currently available FinanceOS feature.
Value creation
Finance infrastructure should support the investment thesis.
Every improvement in finance should translate into a better operating decision, a stronger control environment, or a cleaner path to value realization.
Faster closeFaster decisions
Better forecastingFewer surprises
Cash visibilityStronger liquidity management
Standard reportingBetter portfolio oversight
Scalable processesLower G&A growth
Financial controlsReduced risk
Better dataBetter strategic decisions
Transaction readinessCleaner exit process
Decision velocity
Performance visibility
Risk discipline
Operating leverage
Portfolio finance