Clear decision guides for Lower-Middle-Market PE Portfolio Companies
Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.
16 guides for Lower-Middle-Market PE Portfolio Companies of 1,000
Consolidating Three Billing Systems Into One Recurring Number
Two acquisitions in, the platform runs three billing systems and the board wants one number by the tenth. Criteria for consolidating onto Stripe or Chargebee.
Merging Vendor Records After a Portfolio Add-On Closes
A runbook for lower-middle-market PE portfolio companies merging contractor vendor records after an add-on acquisition closes.
Pulley vs. Carta for a PE Portfolio Company's MIP
A decision guide for lower-middle-market PE portfolio companies weighing Pulley and Carta for management rollover equity and MIP waterfalls.
Sales Tax Diligence Across a Lower-Middle-Market PE Portfolio
Walk one add-on acquisition through a sales tax review, and see why a PE-backed platform's compliance tool choice depends entirely on the portco's business.
Cube vs. Mosaic for a PE Portfolio Company's Board Reporting
A decision guide for a lower-middle-market PE portfolio company choosing between Cube and Mosaic for board and sponsor reporting.
Does Pipe or Capchase Fit Your Portfolio Company? A Decision Framework
A framework for evaluating whether Pipe or Capchase fits a lower-middle-market PE portfolio company, and why the existing credit agreement matters first.
BILL vs Tipalti for PE-Backed Portfolio Companies
A post-close runbook for choosing BILL or Tipalti at a lower-middle-market PE portfolio company, from vendor mapping to board reporting.
NetSuite vs Sage Intacct After a PE Acquisition Closes
A first-100-days runbook for choosing NetSuite or Sage Intacct as a lower-middle-market PE portfolio company moves from founder-run books to sponsor reporting.
Ramp or Brex for a PE-Backed Portfolio Company
A monthly board package that waits on missing receipts is the fastest way to look out of control. Ramp, Brex and Navan for portco close speed.
Airbase vs Procurify for Lower-Middle-Market PE Portfolio Companies
A rollout plan for getting spend visibility across a PE platform and its add-ons fast, comparing Airbase and Procurify for portfolio company finance teams.
Payroll After the Close: Standardizing Pay Across PE Portfolio Companies
How a PE portfolio company consolidates payroll after an add-on acquisition and standardizes reporting, and where Gusto and Rippling diverge.
Close Criteria for a Lower-Middle-Market PE Portfolio Company
The decision criteria a lower-middle-market private equity portfolio company should use when weighing FloQast against BlackLine for its close.
Modern Treasury vs Trovata for PE Portfolio Companies
Sponsor reporting cadence and multi-entity consolidation make treasury tools different for lower-middle-market PE portfolio companies. Here's how they compare.
Modeling Management Options Under a PE Preferred Stack
A sponsor's quarterly mark and a management option's strike price rarely agree, usually because of the preferred stack with accruing dividends. Here's why.
FloQast vs. AuditBoard for PE-Backed Portfolio Companies
Sponsor reporting, EBITDA add-backs, and management fee accruals put a portfolio company's close under a different kind of scrutiny. Compare here.
Payoneer vs Wise for PE Portfolio Companies Paying Overseas Advisors
A runbook for lower-middle-market PE portfolio companies paying overseas M&A advisors and integration consultants through Payoneer or Wise.