NetSuite for PE

    NetSuite for PE Portfolio Companies

    A NetSuite implementation is either a growth accelerator or a six-figure mistake. The difference is who configures it—and whether they understand PE.

    PE firms standardize on NetSuite for a reason. It scales across portfolio companies, supports multi-entity consolidation, and handles the reporting complexity PE demands. But the implementation has to be built for PE from day one. Most NetSuite partners implement for the company's current state. We implement for the investment thesis.

    PE-Specific Configuration

    • Board-ready reporting from day one. Dashboards, KPI tracking, and financial packages that match what the PE sponsor expects—not default templates.
    • Multi-entity and consolidation. For roll-up strategies: intercompany eliminations, multi-subsidiary hierarchies, consolidated reporting across acquisitions as they close.
    • ASC 606 revenue management. Advanced Revenue Management (ARM) configured for your specific revenue model. Not turned on and left for the accounting team to figure out.
    • Chart of accounts designed for exit. Your COA supports both operational decisions and the financial reporting format a buyer expects during diligence. We design for both.

    When the First Implementation Didn't Work

    We get these calls. A portfolio company went live six months ago. The implementation partner didn't understand PE reporting requirements. Revenue recognition is manual. Consolidation doesn't work. The board deck is still built in Excel.

    We've rescued more NetSuite implementations than we've started from scratch. The fix is usually faster and cheaper than expected—the platform is capable. It was the configuration that missed.

    Where This Fits in the Lifecycle

    NetSuite implementation is an Architecture engagement. If you've already completed a Diagnostic and have a clear scope, we move directly to configuration. If you're unsure whether the problem is NetSuite or the processes around it, the Diagnostic identifies that first.

    How We Work

    Diagnose → Architect → Advise

    Every engagement follows a lifecycle designed for PE timelines. Most clients enter at the Diagnostic. Some come to us mid-hold with a specific architecture need. A few stay for ongoing advisory through exit.