The reporting reality
- Month-end closes on day 20+ with adjustments
- Different COAs making consolidation impossible
- Board packs manually rebuilt monthly
- Numbers change after submission
Portfolio BPM for Private Equity Investors
BPM Analyst across the portfolio
Every company on one governed semantic layer, so revenue means the same thing everywhere. Each month signed off by a Fortivis analyst before it reaches you, covenants tracked against the actual facilities, and an AI analyst that answers why from the headline to the transaction.
Why PE monitoring breaks in Greek SMEs
You know the pattern: late closes, Excel chaos, numbers that don't reconcile. Portfolio companies absorb your time instead of creating value.
FP&A doesn't exist
- Static budgets obsolete by Q2
- Variances explained, not actioned
- No link between KPIs and value drivers
- Scenario planning when crisis hits—too late
Cash blind spots
- Working capital surprises every quarter
- Covenant calculations in spreadsheets
- No weekly cash visibility
- Bank reporting inconsistent
myDATA & compliance risks
- Audit surprises from poor documentation
- Tax exposures discovered late
- No portfolio-wide view
- English translations unreliable
The day you invest, you buy a plan
BPM Analyst keeps that plan measurable every month, from entry to the day you sell.
What you get, every month
Measure.
Every company on one set of definitions, signed off each month by a Fortivis analyst and measured against plan. Covenants tracked against the actual facilities.
Understand.
When a company slips, you or the deal team ask why and get the answer in minutes, from the headline to the transaction, with the evidence.
Plan.
Each company's model is built with its management. What the month teaches goes back into the forecast, so the next board meeting starts from where the company is heading.
One portfolio company, as you would see it
Where the year is running against its budget, client by client, and your AI analyst answering on the same numbers. The company is the Dunder Mifflin demo company.
BPM Analyst
Dunder Mifflin demo company · Year to date June 2026
Every month checked and signed off by a Fortivis analyst
Onboarding: 6–8 weeks per company
Each company's model is built with its management and its first month signed off within 6–8 weeks.
Weeks 1–2: Sources and foundation
- Map every source and where it disagrees
- Covenant terms from the actual facilities
- KPI tree by value driver
- Agree the board pack
Weeks 3–6: Model
- Financial model built with management
- One set of definitions across the portfolio
- Twelve-month rolling forecast
Weeks 6–8: First month signed off
- Signed off by a Fortivis analyst
- Covenants monitored
- AI analyst live for management and the deal team
- Board pack delivered
Month 3+: Every month
- Portfolio roll-up
- Results against plan
- Forecast updated with what you learn
- Exit readiness maintained
Why we succeed where others struggle
Greek market fluency
- 20+ years navigating local complexity
- Banking relationships that matter
- Cultural dynamics understood
- Informal networks accessed
Institutional rigor
- Big 4-trained team
- IFRS/Greek GAAP expertise
- English-first delivery
- Proven PE methodologies
Implementation DNA
- We execute, not advise
- Partner-led engagement
- On-site when needed
- Accountable for outcomes
Beyond monitoring: value creation toolkit
BPM sets the portfolio standard. When specific situations arise, we activate specialist capabilities:
Capital advisory
Triggered when: Optimize debt across portfolio.
Leverage BPM insights to negotiate better terms and structure appropriate facilities across portfolio companies. Clean financials and proven forecasts unlock previously unavailable funding sources and improve borrowing costs.
Learn more →Financial modeling
Triggered when: Portfolio valuation and scenario planning needed.
Build sophisticated models for investment decisions, portfolio valuations, and scenario analysis. From acquisition models to exit valuations, we create institutional-grade frameworks that support your investment thesis.
Learn more →Transaction support
Triggered when: Bolt-ons and exits accelerated.
BPM-generated valuations and clean data rooms accelerate deals. We handle sourcing, diligence, and execution while you focus on strategic decisions. Clean processes lead to faster closes and better outcomes.
Learn more →Turnaround & restructuring
Triggered when: Turn around underperformers.
BPM early warnings identify portfolio companies at risk. When restructuring is needed, our systematic approach guides rapid stabilization, stakeholder negotiations, and sustainable recovery.
Learn more →Frequently asked questions
Common concerns addressed based on our portfolio engagements with Greek SMEs and PE investors.
Ready to engage
Start with one portfolio company
First signed-off month in 6–8 weeks, then roll out.