Selected thinking
Selected thinking for PE sponsors and portfolio leaders.
Two launch pieces. No placeholder resource hub.
Board Reporting · 7 min read
The First Board Package After Close
The first board package after close is the highest-leverage finance deliverable of the hold period. Sponsors form a durable read of management's reporting credibility from this single document. Most management teams underestimate it. What works, what doesn't, and a working structure.
Liquidity · 8 min read
13-Week Cash Forecasts That Actually Govern Decisions
Most 13-week cash forecasts are produced, distributed, filed, and not used. A forecast that governs decisions has six structural and behavioral attributes that most do not. What separates a finance artifact from an operating instrument the company runs on.