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Private Equity

Portfolio reporting for private equity, without the manual data pull.

Every acquisition adds another stack of systems to reconcile by hand. Go Fig wires each portfolio company together and loads fresh, standardized data into your Excel every day, so the portfolio roll-up stays current, consistent, and traceable to the source.

Go Fig connects each portfolio company's systems (QuickBooks, NetSuite, Xero, Sage Intacct) and loads fresh, standardized, consolidated data into Excel every day. Portfolio roll-ups and entity-level reporting stay current with consistent metrics, and every number traces back to the entity and transaction behind it. Your financials stay in your environment and never train an outside AI model.

Built for the systems private equity finance teams already run

Go Fig connects these and keeps them reconciled, then loads fresh data into your Excel on schedule. No manual export.

The problem today

What slows the close down

  • Each acquisition adds three to five systems that do not talk to each other
  • Portfolio consolidation takes weeks of manual export and re-keying every month
  • Metrics are defined differently at every portfolio company, so the roll-up never ties
  • By the time the standardized package is built by hand, the numbers are already stale
The Go Fig way

How Go Fig helps

Portfolio roll-up in Excel, refreshed daily

Go Fig connects each portfolio company's systems and loads standardized, consolidated data into the workbooks you already use, automatically, every day.

New acquisitions onboarded in days

Flows absorb a new portfolio company's systems without an eighteen month ERP rollout, with consistent metrics across every entity from day one.

Every number traces to the source

Drill any figure in the portfolio package back to the entity and transaction behind it, so the read on each company stands on data you can trust.

Every day Fresh, standardized portfolio data loaded into Excel automatically
Every acquisition used to add a week of manual consolidation. Go Fig standardizes each portfolio company into the same package, refreshed daily, and I can drill any number in the roll-up back to the entity behind it.
Elliot Marsh Elliot Marsh Fractional CFO, Brookmoor Capital

Responsible AI for finance

Finance and accounting teams are told, correctly, not to paste financials into a public chatbot. Go Fig is built the other way. Your data stays in your environment, is never used to train an outside model, and is never handed to a public chatbot. Celeste, our AI analyst, works only on your data, inside your own security and compliance boundaries, with a full audit trail on every number.

Questions

How Go Fig works for finance teams in private equity.

Does Go Fig replace each portfolio company's accounting system?

No. Go Fig connects to whatever each portfolio company runs and standardizes the data on top, so you stop exporting and re-keying every month. Each company keeps its systems, and Go Fig removes the manual consolidation between them.

Do we keep working in Excel?

Yes. Go Fig does not replace Excel. It replaces the manual data pull behind it. Your team keeps working in the Excel reporting workbooks they already know, and Go Fig keeps those workbooks loaded with fresh, reconciled data every day.

How does Go Fig handle different charts of accounts?

Go Fig maps each portfolio company to a consistent set of metrics and a standardized roll-up, so the portfolio package ties even when every entity books things differently. Each number still traces back to its source.

Is our financial data safe?

Yes. Your financials stay in your environment, are never pasted into a public chatbot, and are never used to train an outside model. Celeste, our AI analyst, works only on your data, inside your security and compliance boundaries, with a full audit trail on every number.

Get a Free P&L Audit

A senior analyst looks at your real reporting, shows you where the close is leaking time and where the numbers do not reconcile, and what it takes to keep your Excel loaded with fresh, trustworthy data every day. No generic demo.

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