What Good Looks Like

The Portfolio Monitoring Problem: Why Your Portcos Send You Garbage Data (And How to Fix It)

The Portfolio Monitoring Problem: Why Your Portcos Send You Garbage Data (And How to Fix It)

January 30, 2026 · Alex Escoriaza

You run a PE fund with eight portfolio companies. Each month, you get eight different formats, eight different definitions of 'revenue,' and eight headaches. Here's why this keeps happening—and what actually works.

private-equityportfolio-monitoringvalue-creationKPIsoperating-partner
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Beyond the Spreadsheets: What PE's Day One Playbook Gets Wrong About Operations

Beyond the Spreadsheets: What PE's Day One Playbook Gets Wrong About Operations

January 25, 2026 · Alex Escoriaza

Financial due diligence tells you what a business earned. It can't tell you if it can keep earning it. Here's how to get operational ground truth before the numbers lie to you.

private-equityoperational-due-diligencevalue-creationmanufacturingportfolio-operations
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