Portfolio Monitoring
Grow your private equity and venture capital businesses. Free your team from tasks that don’t add value.
Your problem
Collecting and analyzing portfolio company financials is costly and tedious. This recurring process is a consistent drag on your team.
Picture your typical quarter-end process. Calls and emails to chase your portfolio companies. Data received in different formats and file types. Mindless, repetitive standardization of line items and financial statement adjustments. Frustrating ingestion issues with downstream software. To fix the problem, you’re faced with the choice between a large, expensive third party or purchasing yet another internal software tool.
Stele & Rivers Group takes end-of-period portfolio company updates off of your plate. We will get the data from your portfolio companies. We will standardize & adjust the data and get it into your downstream systems. We will maintain audit trails of source documents and flag any issues that we see. We are a quantitative team of client services professionals and financial analysts, so you’ll get the efficiency of a tech-enabled solution without the downside of implementing new software.
Why work with us?
Hire based on core needs, not corner cases
Scale headcount efficiently without the need to hire team members for back-office busy season.
Cutting-edge technology, no implementation
Tech-enabled efficiency without buying another software platform.
Real time tracking of deliverables
Progress tracking dashboards and open customer support lines.
US-based to feel like an extension of your team.
Distant partners pose challenges. We're US-based to meet your needs.
Features of our service
Data requests - No more time spent sending chasers.
Data aggregation - Deliverable with audit trail from day one.
Financial adjustments - Custom financial metric calculations.
Firm-wide chart of accounts - Standard & consistent line items.
Data validation - Flag questionable items.
Downstream systems - Seamless tech stack integration.
Reliability & efficiency - On time & powered by tech.
Transparent service - Real-time progress tracking and customer support.
Get in touch
Whether you’re interested in working with us, have questions about a blog post, or just want to make an introduction, we would love to speak with you.