The reporting infrastructure PE-backed companies need. Built before the question gets asked.
Full lifecycle financial data infrastructure for private equity. Buyside diligence. Portfolio reporting and automation. Sellside data packages built before the process starts.
Finance, data engineering, and AI. One team, deployed in your environment.
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
Before the acquisition. During the hold. Before the exit.
Know what you are acquiring.
LevelUp Finance provides diligence support for PE firms evaluating technology and software acquisition targets. Our team assesses the financial health and reporting infrastructure of potential targets, including ARR methodology, the robustness of underlying systems, and scalability of the finance function.
- Evaluation of ARR and MRR reporting methodology and the systems that drive it
- Assessment of financial reporting infrastructure and close process quality
- Identification of data accuracy risks, reporting gaps, and areas for improvement
- Scalability review of the finance function relative to anticipated growth
Run reporting that does not require rebuilding every month.
LevelUp Finance transforms portfolio company reporting from manual, error-prone exercises into automated, auditable analytics. Finance teams close faster. Operating partners get the visibility they need. And the reporting infrastructure scales as the portfolio company grows.
- Governed data warehouse built in the portfolio company's existing stack. No new vendors.
- Automated monthly reporting packages refreshed from source, not rebuilt from scratch
- ARR roll-forwards, spend analytics, and HR data unified in one trusted environment
- 50+ hours of monthly manual reporting work eliminated on average
- Real-time dashboards with drill-down capability for operating partners and management
Build the data package before the process begins.
LevelUp Finance prepares PE-backed companies to run fast, competitive transaction processes that optimize valuation. We build the reporting infrastructure that holds up under institutional scrutiny, supports simultaneous diligence by multiple buyer parties, and reduces valuation risk from data inconsistency.
- Audit-ready financial reporting and structured diligence packages built in advance
- ARR roll-forwards and revenue analytics with full source-level traceability
- Real-time investor dashboards with role-based access, not static PDF packages
- Methodology documentation and governance frameworks ready for any buyer
- Platform-ready reporting that showcases the scalability of the business to acquirers
Proven unit economics, defensible moats, and clear path to $100M ARR. Built for bolt-on acquisitions and international expansion.
Built for the pace and precision of PE.
Finance-native from day one
We speak GAAP, SQL, and Python in the same conversation. No translation layer between the finance requirement and the technical build. The same team that understands your ARR methodology builds the model that operationalizes it.
Built in your environment, not ours
No proprietary black box. No new vendor to evaluate. We build directly in your portfolio company's existing Snowflake, BigQuery, Redshift, or Databricks stack so the solution belongs to the company from day one.
Speed your timeline demands
Team activated in days. First deliverable in 30 days. 4x faster than a comparable internal build. When a diligence timeline or a board deadline is real, a slow ramp is not acceptable.
Outcomes that survive scrutiny
LevelUp Finance has supported over $6B in data-connected ARR across PE-backed platforms. The reporting and compliance frameworks we build hold up under institutional-grade scrutiny from multiple simultaneous buyers.
Real outcomes across the PE lifecycle.
A $1B+ data and analytics company identified over $20M in missed ARR after LevelUp Finance rebuilt their billings-based model in Snowflake. Direct valuation impact in a live diligence process.
LevelUp Finance has built the data foundations supporting over $6B in ARR across PE-backed platforms, from Series A to public company scale.
Automated reporting packages eliminate the manual build cycle. Finance teams close faster and operating partners get real-time visibility without scheduling a call to get a number.
Built before the question gets asked.
Buyside diligence, portfolio reporting, and sellside preparation — one team, deployed in your existing environment.
Talk to a PE Finance Expert