One reporting standard, every portfolio company

NetSuite for holding companies and PE-backed groups who need consistent reporting across acquisitions — without forcing every portfolio company onto identical processes.

Portfolio rollup · Live
What we handle

Built for multi-company reporting

The parts of portfolio management that spreadsheets and disconnected systems break first.

01

Portfolio-wide consolidation

A standard chart of accounts across every portfolio company, rolled up for group reporting.

02

Acquisition onboarding

A repeatable process for bringing newly acquired companies onto a shared instance or standard.

03

Investor & board reporting

Consolidated dashboards built for the reporting cadence your investors actually expect.

04

Multi-entity, multi-currency support

Reporting that holds up across portfolio companies in different countries and currencies.

05

Intercompany transactions

Elimination rules and intercompany billing handled automatically across entities.

06

Standardized KPIs

The same key metrics tracked consistently across every company in the portfolio.

How we work with holding companies

A standard that scales as you acquire

01

Design the reporting standard

A chart of accounts and KPI set that works across every current and future portfolio company.

02

Build the consolidation model

Intercompany elimination and roll-up reporting configured at the group level.

03

Create an onboarding playbook

A repeatable process for bringing each new acquisition onto the standard quickly.

04

Support through your first board cycle

A consultant on call through your first full investor reporting cycle.

Related services

Often needed by holding companies & PE portfolios

01

NetSuite Implementation

Full ERP rollouts scoped, staffed, and delivered against a fixed go-live date.

Learn More →
02

NetSuite Consulting

Certified consultants for health checks, roadmap planning, and ongoing advisory.

Learn More →
03

NetSuite Managed Support

Ongoing administration and release management from a consultant who knows your instance.

Learn More →

Managing reporting across multiple portfolio companies?

Tell us how many companies and what's inconsistent today. We'll come back with a scoped plan — no obligation.