Bad data, no upside
AI runs on clean data. Most portfolio companies sit on a mess, so the investment stalls before a single dollar reaches EBITDA.
VALUE CREATION TEAMS
Your value creation playbook,tied to live data
Every fund now needs a credible AI thesis for its portfolio. Fundrev turns your playbook into a working system: the finance backbone rebuilt first, workflows moved onto the platform one at a time, and every initiative tracked against live numbers through the hold.
The Problem
The return moved from the exit to the hold
For a decade, cheap debt and rising multiples did the heavy lifting: a fund could pay up at entry, win the auction, and still get paid at exit. That era is over. With the multiple no longer a tailwind, the return has to be made during the hold, in EBITDA.
AI is the biggest EBITDA lever available, and yet around 60% of companies have yet to see measurable value from it. The tools solve pieces of the problem, never the workflow.
AI chatbots ≠ returns
Assistants make one person faster. They never touch the workflows where portfolio value is actually won or lost: the close, the forecast, the operating cadence.
Tool sprawl kills value
Every company bolts on its own point solutions. The result is a dozen disconnected tools, rising spend, and no system-wide impact.
What Fundrev does
One data model across every ERP
The finance backbone rebuilt in 30 days
Workflows moved onto the system, one at a time
Every initiative tracked to EBITDA in the 100-day plan
How We Work
Start with finance, extend from there
Reshaping a portfolio company takes a beachhead workflow, proof in the numbers, and a repeatable way to move to the next one.
That is why we built Fundrev: the finance function goes AI-first in 30 days, and every workflow after that lands on a system that already runs the company's numbers.
Our AI-native platform keeps the whole program measurable: every initiative in the value creation plan tracked against live data, EBITDA impact updated as it lands.
01
Rebuild the backbone first
Every engagement starts with the data: every ERP integrated into one model, the close automated, the board pack shipping from the system within 30 days.
Finance first is deliberate. It is where the data lives, where the sponsor already looks every month, and where proof shows up fastest.
02
Extend workflow by workflow, deal by deal
With the backbone live, the next workflows move onto the same system: AP and invoice processing, forecasting, order-to-cash, the operating cadences the 100-day plan depends on.
And when the company does a bolt-on or a roll-up, the acquisition lands on the same data model, not a second reporting stack, so the platform grows with the thesis instead of fragmenting under it.
03
Size the value, then track it like a deal
The system surfaces where each business can be improved and sizes the EBITDA at stake, so the plan is built on numbers, not workshops.
From there the value creation thesis is a living plan: every initiative tracked against target, impact updated from live data, slippage and covenant risk flagged across the whole hold. The operating partner sees every company on one screen.