An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
We employed a structured methodology to carefully evaluate the reporting process, starting with a high- level review of the process flow, an analysis of their internal spreadsheets and calculations, and an audit of their fund accounting software
Our work focused on reviewing the internal reporting process as well as assessing the use of the fund reporting system, by identifying areas where it was not performing as expected and ways in which it could be used more efficiently
We provided a final assessment by creating three distinct recommendations and providing a benefits/downside rationale of each of the options, based on cost, feasibility/effort, and time, and assisted with the implementation of the selected option
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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