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Before a board call or a partner check-in you need to know where a portfolio company stands against plan — without digging through months of reporting packs. Amy reads the latest financials and board materials and tells you how the company is tracking and what’s moving, right now.

Copy and send to Amy

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What you get back

  • Revenue, EBITDA, and cash versus budget and prior period
  • What’s ahead, what’s behind, and the drivers behind each
  • Covenant or liquidity concerns flagged, with figures cited

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Required integrations

Data room

Files

Ask Amy to “compare this to the last three quarters” to see whether a miss is a one-off or a trend.