A PE-backed group of five portfolio companies — spanning UK, Germany, US, Singapore, and UAE — operated on different ERP versions with incompatible chart-of-accounts structures and no FX translation methodology. Finance teams spent multi-day cycles manually collating Excel exports, applying ad hoc FX rates, and attempting intercompany eliminations — only to produce a consolidated P&L that the investment team didn't trust. The intervention was a centralised ETL pipeline: a data lake fed by each entity's ERP, with standardised mapping tables, automated FX translation, and elimination logic. The output: a single consolidated view refreshed in near real-time.
Before the pipeline, a board pack took four analysts three days to produce. After, the same pack was generated from a single query in under two minutes. The investment team gained live visibility into portfolio performance for the first time.
Adapted from: PE-Backed Portfolio Consolidation, Riveron FP&A Guide 2024| Entity | Ccy | FX Rate | Revenue ($USD) | COGS ($USD) | OPEX ($USD) | EBITDA ($USD) | Margin |
|---|---|---|---|---|---|---|---|
| Entity A — UK OpCo | GBP | 1.27 | $23368000 | $12446000 | $5334000 | $5588000 | 23.9% |
| Entity B — DE ManufCo | EUR | 1.08 | $26028000 | $15336000 | $5508000 | $5184000 | 19.9% |
| Entity C — US SalesCo | USD | 1.0 | $31200000 | $16400000 | $7800000 | $7000000 | 22.4% |
| Entity D — SG HoldCo | SGD | 0.74 | $7252000 | $3034000 | $2146000 | $2072000 | 28.6% |
| Entity E — AE DistribCo | AED | 0.27 | $3942000 | $2214000 | $918000 | $810000 | 20.5% |
| Intercompany Eliminations | -$3240000 | — | |||||
| CONSOLIDATED GROUP | $88550000 | — | $20654000 | 23.3% | |||