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
Portfolio monitoring that actually works
Fix portfolio reporting and FP&A in weeks—not quarters. Board-ready packs, rolling forecasts, and value‑driver KPIs to truly monitor and steer Greek investments.
Day 5 monthly close
Board packs automated and standardized
Live Power BI dashboards
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
100-day portfolio transformation
Install institutional FP&A across holdings. One proven process, multiple companies, fast.
Weeks 1–2: Diagnose
- Map reporting gaps and data quality
- Identify cash drivers and covenant risks
- Define KPI tree by value driver
- Agree board pack template
Weeks 3–6: Build
- Align operating and financial models
- Standardize COA and reporting
- Automate data flows
- Create 12-month rolling forecast
Weeks 7–12: Implement
- Deploy monthly board pack
- Install variance-to-action process
- Enable flash reporting
- Automate covenant tracking
Month 4+: Embed
- Portfolio dashboard roll-up
- Value creation cadence
- Exit readiness maintained
- Continuous improvement
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.