How hands on are you with your portcos? I have to actually build some pieces of the budget myself, build slides for the monthly reporting, restating the financials to have the management view, etc.
Is it common everywhere or my portcos are disfuntional? I would expect the CFO/Finance team and management team to be able to do it in their own. Am i just too optimistic?

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My first platform investment was in a $25M ARR firm that had no csuite execs or any “G&A staff” aside from the CEO. Just had an insanely good product in a good market. Most of our investments are like this, so we are very hands on with the portcos (e.g., I have quickbooks access, our team helps run the search processes for new execs, we’re constantly doing market research on new opportunities for the companies). Of course, part of the plan is to build the company infrastructure / team so that the portcos don’t rely on us as much overtime, but this can take a while. If you have a company growing at +40% and trying to stay on the forefront of innovation, the first priority is hardly ever building out an FP&A / strategy team. Also, if the MDs on our team have a question about the company (e.g., what’s our cash flow outlook in 2026, how should we structure partnerships) that the management team isn’t positioned or doesn’t have the bandwidth to answer, that means that it’s my job to answer for the company.

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