Founderwright for private equity
AI for private equity portfolio companies. Same definitions. Every company. Every week.
Founderwright gives sponsors one operating system across the portfolio. Each company’s systems are connected into one AI brain, measured on your definitions, and reported on the same schedule. Built by an operationally minded CFO who knows what a sponsor asks for, and owned by each portfolio company.
Built by an operationally minded CFO, not a software vendor.
Sound familiar
The portfolio shouldn’t run on spreadsheets.
The reporting pack is different every month
Each portfolio company closes on its own schedule and in its own format. Your team spends the first week of every month normalizing numbers instead of acting on them.
Adjusted EBITDA means something new at every company
Add-backs, allocations, and KPI definitions drift from company to company and month to month. Comparing the portfolio takes a spreadsheet and a phone call.
The value-creation plan lives in a deck
Initiatives are approved at close and reviewed at the next board meeting. Nobody sees each week whether pricing, purchasing, or hiring is actually moving EBITDA.
Add-ons take a year to integrate
Every acquisition arrives on different software. Until it’s integrated, the platform can’t see its margin, cash, or people on the same terms.
What we’d build
One operating system across the portfolio.
Every module is built in-house by Founderwright, around each company’s own systems, and reported on the definitions you set once for the whole portfolio.
Portfolio command center
Every portfolio company on one screen: revenue, EBITDA, cash, and covenant headroom on your definitions, with every number drilling down to the source transaction.
Reporting pack, on schedule
The monthly and weekly package assembled from live data on a fixed calendar, with variances explained and commentary drafted for management to approve.
Covenant and liquidity watch
Leverage, coverage ratios, and a 13-week cash forecast tracked continuously, so pressure shows up weeks before a compliance certificate is due.
Value-creation plan tracker
Each initiative with an owner, a target, and its measured EBITDA impact, updated weekly from the company’s own systems rather than a status meeting.
The first hundred days
For a new platform: systems connected, KPIs defined, and the first command center live in the opening weeks, so the plan starts from real numbers.
Add-on integration
Targets compared against the platform’s own numbers before close, then brought onto the same system and definitions right after it.
Board and lender materials
Board decks and lender packages drafted from the same numbers the operators use, so every meeting starts from one version of the truth.
Exit readiness
Years of KPI history, documented adjustments, and a clean monthly close, kept current from the start so the sale process confirms the value.
Through the whole hold
Turnaround, growth, buy-and-build, and exit on the same numbers.
An operationally minded CFO builds for the whole hold period. The numbers that drive organic growth are the same ones that justify an add-on and hold up in a buyer’s diligence.
Stabilize cash and margin.
A 13-week cash forecast from live data, margin leaks ranked by dollars, and lender reporting that stays current every week.
Grow organically, on purpose.
Pricing, pipeline, capacity, and unit economics on one screen, so every hire, truck, and location is backed by numbers you trust.
Buy well. Integrate fast.
Compare a target against your own numbers, price the deal, and bring the acquired company onto the same system and definitions in weeks.
Ready before the buyer asks.
A clean monthly close, years of KPI history, and documented adjustments, so diligence confirms the value instead of finding surprises.
The build
How we’d roll it out across a portfolio.
Start with the plan
We sit down with your deal team and management: the value-creation plan, the reporting you expect, the covenants you watch, and the definitions you want held constant.
Connect the platform
The platform company’s core systems are connected and its command center is live on real data within days. Nothing is migrated, and management keeps the tools it relies on.
Set definitions once
KPI and adjustment definitions, the reporting calendar, and the sponsor view are set once and applied at every company that joins.
Integrate after close
Each acquisition is connected and mapped to the platform’s definitions right after close, so the platform sees it on the same terms from the start.
Ownership and data
Management owns it. The sponsor sees the portfolio.
Each portfolio company owns the system built for it, and it goes with the company at exit. Your view reads the metrics you and management agree to share.
Above the line
Built custom, in-house by Founderwright, around how you run. Owned by you.
Below the line
The regulated systems you’re required to keep. We read from them, and where they offer a write API, approved work is written straight back in.
Keep any tool you like. We integrate with it. Portfolio companies keep the systems management relies on. The common layer is the definitions and the reporting. See the systems we connect.
Questions
What sponsors ask us.
Does every portfolio company have to change systems?
No. Each company keeps any tool it likes, and we integrate with it. The common layer is the definitions and the reporting, not the software. Where a company decides to retire a tool above its compliance line, we replace it with software built for how that company runs.
How do you handle different accounting systems across the portfolio?
Each company’s chart of accounts and KPIs are mapped once to the definitions you set for the portfolio, and the mapping is kept with the data. When a company changes accounting systems or completes an add-on, the mapping moves with it, so history stays comparable.
Who owns what you build?
Each portfolio company owns its system: the software we build above its compliance line and the data in it. When a company is sold, its system goes with it, history intact, which is part of what the buyer is paying for.
Can it produce lender and board reporting?
Yes. Covenant calculations, lender packages, and board materials are drafted from the same live numbers the operators use. Management and your team review and approve them before anything is sent, and every figure traces back to its source.
How is each company’s data kept separate?
Each portfolio company’s data sits in its own environment. The portfolio view reads only the metrics agreed with management, and access is granted by role. Every write back into a company’s systems is approved by a person at that company and logged.
Start with one portfolio company.
Bring us the platform, or the company that worries you most. We’ll show you what the whole portfolio could run on.
Start a conversation logan@founderwright.com