LevelUp for Private Equity
We build and operationalize finance infrastructure across the deal lifecycle — from diligence to first board meeting to exit. Faster value creation, tighter visibility, cleaner exits.
High-ROI Work, Delivered Fast
Most of our work is sponsor-backed. We know the clock, the rigor, and the expectation that the story needs to hold up under diligence.
Due Diligence
The Foundation
Close Deal
Immediate Impact
Build Phase
Democratization
Optimize
Acceleration
Exit
Maximum Valuation
Operationalize diligence
We turn transaction-model assumptions into real reporting, with automated monthly packages and working forecasts.
Drive operating performance
Command Centers unify ARR, margin, headcount, and spend to surface growth and efficiency levers in real time.
Prep the valuation story
We package growth engines, unit economics, and platform scalability so buyers can underwrite quickly — and bid up.
Where We Plug In
You get repeatable reporting, forecast clarity, and executive-ready narratives that align management and sponsor goals.
At Entry
- Operationalize reporting and analytics created during diligence — make Day 1 reporting real instead of theoretical.
- Automated monthly reporting packages for the sponsor and the board.
- Connected forecasts so the sponsor and CFO are working from the same model.
During Hold
Finance Command Centers provide automated, board-grade visibility into growth, efficiency, and margin expansion levers.
- Forecast vs actuals, live.
- ARR and revenue roll-forwards with driver-level drill-in.
- Headcount, spend, and unit economics in one view.
Transaction Preparation
We shape the growth and efficiency story, build repeatable reporting, and arm management with materials buyers can diligence quickly.
Highlight the Opportunity
Build analyses and forecasts that clearly tell the growth + margin story the buyer is actually underwriting.
Make Diligence Repeatable
Create automated reporting that supports multiple buyer workstreams in parallel — without Finance redlining slides every night.
Right-Sized Forecasting
Build defensible, bottom-up forecasts that balance detail with simplicity. No fantasy decks.
Platform Narrative
Show scalability: why this company can absorb add-ons, expand internationally, or run as a bolt-on inside a larger platform.
Portfolio Company Reporting
Sponsors are moving toward fund-level data infrastructure. We help you build it without hiring a full data team.
Leading private equity firms are standing up their own warehouse + BI environments to automate monthly portfolio monitoring.
That shift is more than dashboards — it's a step change in efficiency and depth: margin expansion tracking, ARR movement, headcount productivity, pricing, churn drivers.
LevelUp understands both sponsor expectations and the engineering required to make this real. We build the reporting layer that becomes standard across the portfolio.
Partner with LevelUp on Your Next Deal
From diligence to hold to exit, we implement durable analytics that drive outcomes — not decks.
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