PE-backed companies. Built around your plan.
For portfolio companies of 10–250 people and the operating partners who back them. Every initiative tracked against its target, owner and date, with board-ready reporting from the work itself.
The value-creation plan lives in a spreadsheet nobody updates
Board packs take a week to assemble
The first 100 days lose momentum by week six
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
The value-creation plan lives in a spreadsheet nobody updates
Erin tracks each value-creation initiative against its target, owner and date, from the work itself.
Files
Documents
EmailBoard packs take a week to assemble
Erin assembles the monthly board pack from your finance and KPI data and flags the commentary that needs you.
Spreadsheets
AccountingThe first 100 days lose momentum by week six
For a new leader or a newly acquired company, Erin builds the 100-day plan and tracks it week by week.
Task tracker
ChatInvestor letter, first draft
Erin drafts the regular investor update from the month's numbers and news.
SpreadsheetsDocumentsEmailCash position
Erin drafts the weekly cash position and the movements that matter.
AccountingSpreadsheetsDecision record
Erin keeps every leadership decision with its owner, reasoning and review date.
DocumentsChat