Reporting Solutions for Middle-Market Companies

Reporting Package for Middle-Market Companies

Middle-market private equity firms often face challenges in reporting to key stakeholders, which can hinder scalability, result in inaccurate financial statements, complicate resource allocation, and create difficulties in compliance reporting.

IPC addresses these challenges by designing adaptable models that can seamlessly integrate acquisitions, enhance management accountability, and minimize update times through automation. This comprehensive approach drives value creation and ensures thorough preparation for exit due diligence.

Benefits of the Reporting Package

Tailored Reporting Packages

Configured to address the specific requirements of private equity teams and their portfolio companies, based on direct feedback and identified pain points.

Automated Packages

Develop automated reporting packages that reduce the need for manual data entry and manipulation, thereby minimizing errors and enhancing overall efficiency.

Add-On Integration Playbook

A comprehensive playbook detailing best practices, guiding principles, and approaches for integrating add-ons into the reporting package.

Stakeholder-Focused

Designed in collaboration with FP&A’s key customers: Middle management, executive leadership team, PE Sponsor, and lender.

How we work with Deal Teams / Portco Teams:

IPC delivers customized reports for each stakeholder, including the CFO’s office, executive leadership, lenders, department heads, and private equity sponsors.

We conduct interviews with each stakeholder to fully understand their reporting needs, ensuring alignment and accuracy. Our deliverables empower your team with actionable insights and enhanced efficiency.

Dynamic Dashboards

Customized dashboards with proforma and “as reported” financial summaries and business-aligned KPIs.

Trend Analysis

3-statement financials by month with ability to summarize by categories or facilitate insights at the GL account level.

Lender Reporting

Streamlined compliance with lender certificates, addback rollups, debt covenant, and leverage ratio reporting.

Customized Insights

Detailed reports on top revenue drivers, AR/AP aging, profitability, and other custom metrics tailored to your needs.