Check out our new whitepaper: Data-First ARR Reporting: An Operator’s Guide

Private Equity Solutions

LevelUp provides a turn-key suite of products that service entire lifecycle of a PE transaction – buy side, sell side and ongoing reporting

Buyside Diligence Solutions

Assessment

Our team of highly skilled accounting and FP&A and experts provide unparalleled expertise in assessing the financial health of potential targets

Dossier

LevelUp provides a thorough evaluation of the target company's financials, identifying any potential risks, discrepancies, or areas for improvement, including scalability of financial systems

ARR / MRR Diligence

For software companies with ARR/MRR reporting, we evaluate the methodology utilized for reporting and the robustness of the underlying systems and data sources that drive the reporting​

Transaction Preparation​

LevelUp Finance prepares private equity-backed companies to run fast, competitive transaction processes to optimize valuation.
Our process
Create financial analyses and forecasts which highlight the investment opportunity 
Build repeatable, automated reporting to help speed diligence processes and allow companies to manage simultaneous diligence efforts by multiple buyers​
Build financial forecasts that strike a balance between robustness and simplicity​
Deliver automated reporting solutions to showcase the “platform” nature of the target and provide the reporting infrastructure for the new buyer to leverage as they acquire additional companies​

Monthly Reporting Packages

Our unique mix of finance and engineering experts transform portfolio reporting packages from manual, error prone exercises into automated, insightful analytics. ​
Benefits include:

Time
Savings.

Save companies 50+ hours a month by building data connections to underlying systems (e.g. ERP, CRM) that allow monthly reporting packages to be refreshed, not rebuilt. ​

Real-time
Data.

Questions can be answered in  real-time as dimensions, drill-downs and time frames are togged to reveal the root cause of performance issues. ​

Reduction
of Errors.

Automation reduces errors in delivered reporting.
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