10 to 50 portfolio companies.
One monthly fire drill that never ends.
Different ERPs. Different charts of accounts. Different close calendars. Every acquisition restarts the problem. Keboola gives PE Operating Partners and portfolio CFOs unified, automated visibility across the entire portfolio — in 8 to 12 weeks.
8 wks
To unified portfolio visibility
50%
Close rate on PE-qualified profiles
Zero
ERPs replaced across the portfolio
Day 1
Automated intercompany eliminations
The Problem
Cross-portfolio roll-up is a manual monthly exercise
Each portfolio company sends a reporting pack in its own format, from its own ERP, on its own timeline. The Operating Partner’s finance team spends the first two weeks of every month compiling, normalising, and reconciling. By the time the consolidated view is ready, it’s already stale.
Every acquisition resets the data integration problem from zero
A new platform company or add-on brings a new ERP, a new CoA structure, and a new set of intercompany transactions nobody has mapped yet. There is no repeatable playbook. Each deal starts the 12-month manual reconciliation cycle again.
Exit-readiness requires financial data that was never built for a buyer’s data room
Buyers want journal-entry-level auditability, consistent metric definitions across the portfolio, and a clean data trail from day one of ownership. Most PE-backed finance functions can’t produce this without a 6-month remediation project.
What Keboola does
Step 01
Unified portfolio visibility in 8–12 weeks — without replacing a single ERP
Keboola connects to every portfolio company’s ERP — SAP, Oracle, NetSuite, Dynamics, local systems — and normalizes financial data into a single group model. No ERP replacement, no defined submission format for subsidiaries. The Operating Partner gets a consolidated portfolio view before the 100-day review.
Step 02
A templated playbook that makes every next acquisition faster
The data infrastructure built for the first acquisition becomes the template for the next. First acquisition: 8 weeks. Second: 4 weeks. Fifth: 2 weeks. The integration speed compounds with every deal.
Step 03
Exit-ready financials with full audit trail — built in from day one
Every consolidated figure traces back to the source GL entry. Metric definitions are governed centrally. Intercompany eliminations are automated and auditable. When a buyer asks for the data room, the answer takes days — not months.
Step 04
Standardized definitions across every portfolio company
Revenue, EBITDA, working capital — defined once, applied consistently across all entities. When the Operating Partner presents portfolio performance, every company, dashboard, and board pack uses the same number. The baseline debate goes away permanently.
From the field
“Keboola allowed us to focus on being innovative and not worry about whether our toolset would be able to keep up with us.”
AJ Chandra
Global Director of Data Services, Evans Network of Companies
Results
What PE Operating Partners and portfolio CFOs
achieve with Keboola.
8 wks
to first consolidated portfolio reporting pack
50%
close rate on PE-qualified pipeline profiles
Zero
ERP replacements required across the portfolio
Full
audit trail from board summary to portfolio company GL entry
CFOs Whitepaper
CFO Blind Spots: What Scattered Data Is
Costing You in 2026
Your Numbers Are Everywhere. Your Board Wants One Answer.
See it with your portfolio structure.
30-minute demo. Bring your entity count and ERP mix — we've handled messier. No commitment · No ERP replacement required · First value in 8 weeks · Used by PE-backed finance teams across 40+ countries.