01
Pain · 01
“Each portco reports differently”
← Solutions · For PE Portfolios
Standard chart, common close, comparable numbers across the book.
Roll out a common operating model across portfolio companies — same chart, same close, same KPIs — without forcing a single ERP.
Chapter I · What we hear
The pains, named plainly.
03 recurring frustrations
02
Pain · 02
“Quarterly board packs assembled by hand”
03
Pain · 03
“No comparability across the book”
Chapter II · How Lunari answers it
The capabilities that move the needle.
Each one runs on the same ledger, the same identity layer, the same evidence vault — so adopting one strengthens the rest.
Period-end close
A close that runs on rails, with everyone watching the same dashboard.
Read moreJournal posting & FX
Every journal traceable to its source. Every currency revalued cleanly.
Read moreCompliance & governance
Controls, segregation of duties and policy attestations — by design.
Read moreAudit & PBC management
PBC lists that don't end in a Friday-night Slack panic.
Read moreChapter III · Outcomes
What teams report after.
Pulled from rollouts inside finance teams that retired their previous stack. Same numbers, different system.
Metric · 01
1
operating model, N portcos
Metric · 02
↓ 60%
board-pack effort
Metric · 03
Live
cross-book KPIs
Ready when you are
Built for private equity portfolios.
We onboard a small cohort each cycle. Request a demo and we'll be in touch within two business days.