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Portfolio Company Solutions

 

First Water Finance delivers processes, talent, and training to transform portfolio company finance functions into assets that support and accelerate sponsor growth, acquisition, and monetization objectives.

 

Get The Investor-Backed CFO Study

Investor Backed LKin Cover

The State of the Investor-Backed CFO report focuses on the sentiment differences between investor-backed and non-sponsored CFOs during 2024.

In brief, portfolio companies CFOs have ambitious goals, large skills gaps, busy teams, and major initiatives. To find out more, please click below.

First Water Has a Long Track Record Supporting Portfolio Companies

 

With 10+ years as a trusted partner to over 100+ management teams and sponsors, First Water is deeply connected to the sponsor-management dynamic with team experience from every finance seat around the table.

FP&A

  • Stakeholder Reporting Packages (e.g., MBR/QBR) and BI Implementation (Power BI)
  • 13-Week Cash Flow
  • 3FS Forecasting/Budgeting

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Corporate Finance

  • Sell-Side Preparation and Process Support
  • Buy-Side Due Diligence and Add-On Support
  • Capital Introduction Services

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Finance Community

  • Structured Peer Groups and CFO Cohorts
  • Senior Talent Acquisition for Office of the CFO
  • Interim CFO Placement

 

Related Articles 

 
 

Both CFO.com and the-cfo.io recently published articles referencing our content!

 

Let's Start a Dialogue

 

Grab some time with a member of the First Water team to start a dialogue about your goals and how the finance experts at First Water can propel you down your path.