What We Do
M&A, Financing, and Other Strategic Transactions
We position and prepare your company for additional capitalization, business combinations, or liquidity events, and provide best in class advisory and representation during these critical company life-cycle events.
Performance Dashboards
We extract critical data with minimal disruption to portfolio CEOs and CFOs and then create comprehensive models demonstrating the most meaningful KPIs to fully understand company performance.
Portfolio Company Reporting
We work with your portfolio companies to engineer reporting and information solutions, to ensure your fund receives periodic updates on key performance indicators, investment returns, buyer universe, sale readiness, risk areas, and diligence recommendations.
Our team is comprised of seasoned investors, highly experienced investment bankers, private equity professionals, and financial accounting specialists.
Do you know how your portfolio companies are performing?
Capital Clarity utilizes its extensive experience and background in portfolio company operations and fund management to do a deep dive into your portfolio companies and measure performance against critical KPIs. We can show you warning signs before problems happen.