PE-backed portfolio companies
You have a sponsor and a board that expect visibility your current setup cannot produce. We give them the reporting and forecasting they underwrote.
$10M–$75M revenue · Controller in place · no FP&A
The finance function institutional investors expect, for lower-middle-market companies from $10M to $75M in revenue.
Board-ready reporting in 30 days. Fixed fee, published pricing, no hourly billing.
The books close. That part works. The problem is everything that happens after the close: the decisions, the forecast, the board meeting, the diligence you are not ready for.
Pick the level that matches where you are. Move up when you outgrow it. Every tier is board-presentable as delivered, with no rework on your side.
Everything in Reporting, plus
Everything in FP&A Partner, plus
Annual terms, 60-day exit for convenience. No hourly billing, ever. When you balk at a price, we reduce the scope, never the rate, so the number always means something. Prices hold for the term, then move with CPI plus three points.
The path in is three steps. Each one stands on its own, and the first one is free.
Send us your current board pack. We send back a five-page written critique against the standard a sophisticated investor applies. Specific, honest, no follow-up sequence.
A full assessment of reporting, forecast, cash, KPIs, and close process, with a costed 90-day fix. The fee credits in full against your first three months if you move to a retainer.
We install the reporting, forecast, and board rhythm, then run it. You get an institutional finance function without building one from scratch.
Covenant, value creation plan, quality of earnings, LP letter, and the questions a first-time seller faces in diligence. We speak it without translation, because we have been on the other side of the table.
You can budget us to the dollar. No hourly meter, no scope surprises, no invoice that arrives larger than the work felt.
Board pack, 13-week cash, and KPI dashboard live within a month of signing. Not a six-month implementation with a consultant's markup.
Accounting firms tell you what happened. We were hired to explain what happens next to the people who write the checks.
Most outsourced firms are built to keep you dependent. We are built to hand it back. Every engagement includes a documented path to an in-house team, and we will tell you when you have outgrown us.
If that costs us revenue, fine. It is the only honest way to sell this, and it is the reason our clients refer us to the next company in their portfolio.
A fixed onboarding, so the promise above is one we can actually keep.
We connect to your systems and read your last three board packs and twelve months of financials.
We build your reporting pack on your actuals and align on the KPI definitions that matter.
First rolling forecast and 13-week cash model, plus a first draft of the board deck.
You receive the first full pack and we set the recurring monthly and weekly rhythm.
Pack by business day eight. Cash every Monday. Board deck five days ahead. Every month.
Whether an investor is already behind you or you are building toward one, the finance function is the same. So is the standard.
You have a sponsor and a board that expect visibility your current setup cannot produce. We give them the reporting and forecasting they underwrote.
You are twelve to thirty-six months from a transaction with financials that will not survive diligence. We make you look like a company an investor would buy.
Your lender is asking questions your reporting cannot answer. We own the 13-week cash forecast and the lender relationship until the pressure is off.
Growth has outrun your finance setup. We install the forecast, burn, and board reporting a growth board expects, without a full-time hire yet.
Every engagement is different. These are the recurring gaps we find, described as a method rather than a promise.
Working capital diagnostics routinely surface cash trapped in DSO and inventory that a weekly discipline releases. We show you where it is and what it is worth.
We pressure-test the adjustments in your EBITDA the way a quality-of-earnings provider will, before a buyer does it for you.
Copperline is named for the line that runs through everything we do: the forecast line, the ledger baseline, the bottom line. We started it after years inside private-equity-backed companies, watching the same thing happen again and again. The books would close, the numbers would be right, and still no one in the room could say what they meant, or what came next. That gap, between accurate and useful, is where decisions get made or missed. Copperline exists to close it.
Copperline was built by a finance leader who has spent his career producing the reporting, forecasting, and board materials that private-equity sponsors and boards rely on, inside PE-backed companies, not observing them from a consultancy.
The pattern behind the firm is one seen again and again: a strong Controller, clean books, and no forecast, no cash discipline, and a board pack rebuilt by hand every quarter. Copperline exists to close that gap on a fixed fee, and to hand it back when the company is ready to run it in-house.
Start here
We will send back a written teardown. Five pages, specific, free. If it is useful, we will talk. If not, you have lost nothing.
Request a teardown