Systems | Development | Analytics | API | Testing

What Private Equity Firms Need from a Portfolio Reporting Tool

Most portfolio reporting tools assume the data underneath them is already clean and comparable across every portfolio company. It rarely is. A fund with twenty portfolio companies usually has twenty different ERPs, twenty different charts of accounts, and a reporting team that spends the week before every LP update reconciling numbers by hand.

How to Build Consolidated Multi-Entity Reporting in Power BI

Most groups start consolidating in Power BI the same way. Someone connects each subsidiary's ERP, appends the trial balances and writes a few DAX measures to net off the obvious intercompany lines. It works for two entities. By the fifth, the group P&L no longer ties to the ledgers, and month-end turns into a hunt for the difference. This guide is for the group controller or finance lead who owns that report.