Sapien for Private Equity
Connect each company’s data to the way your team evaluates performance. Separate growth, cost pressure, and one-time changes across the portfolio.
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April → May
Select a driver to explore the calculation.
Additional operating hours increased costs before approved EBITDA adjustments.
Operating ledger · Labor hours
Which companies show the same cost pressure?
Your business logic, built in
Sapien connects your data and maps the relationships behind it. Your team adds the definitions, rules, and exceptions that make the analysis useful.
Explore the platformMap company accounts to the portfolio reporting structure. Apply approved adjustments consistently and preserve the bridge back to each company’s ledger.
From the first question to the next decision
Lean portco finance teams spend weeks on manual reporting and variance analysis. Sapien automates the repeatable work and gives them self-service analytics so they can focus on driving the business, not explaining it.
Decompose EBITDA, margin, and cost variance into price, volume, mix, and operational drivers at the portco level. Answer “why did we miss” with specifics, not “macro headwinds.”
Define consistent metrics across portfolio companies with different ERPs, chart of accounts, and finance teams. Stop reconciling spreadsheets from different CFOs every month.
Sapien plugs into your data where it lives (ERPs, warehouses, spreadsheets) and enables analysis and insights without changing your systems. Understand where gaps in your data live post-acquisition or when preparing for a sale.
