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Private equityPortfolio-company finance or payroll lead

Your responsibility

Validate the EBITDA bridge through real payroll, not portfolio averages.

Can we reproduce the projected result from our employee data and operate the payroll changes cleanly?

Book a review →Back to company requirements
When you join the reviewYou enter after pilot candidacy and before the opportunity enters the value-creation plan.
What you are responsible forCompany-level EBITDA validator
What must be true to advanceValidate only what can be reproduced from actual company payroll and reconciled after launch.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Traceable EBITDA logic
  • Employee-level accuracy
  • Reconciliation and auditability

Information you need

  • Secure payroll analysis
  • Fee and savings bridge
  • Controls and reporting

Risks to resolve

  • Double counting
  • Hidden employee exceptions
  • A model that cannot be reconciled

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Employee population and payroll facts
  • Savings, fees, and EBITDA bridge
  • Controls, reporting, and measurement cadence

Documents and outputs

  • Company payroll model
  • Traceable EBITDA sensitivity
  • Post-launch reconciliation dashboard definition

Approval criteria

  • No portfolio average substitutes for company data
  • No value is double counted
  • Reporting can distinguish forecast from realized results

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Operating team

    Screen the portfolio

    Fit and readiness heat map

  2. 02
    Sponsor + company leadership

    Select a pilot

    Pilot company, population, scope, and success measures

  3. 03
    Your stage • Company finance + payroll

    Prove company economics

    Company-specific model and EBITDA sensitivity

  4. 04
    Your stage • Company leadership + provider

    Pilot with governance

    Controlled launch, measurement, and issue log

  5. 05
    Operating partner

    Make the scale decision

    Stop, refine, or sequence the next company

What to provide

Build the company-specific payroll model before the opportunity enters the value-creation plan.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Operating partner or value-creation lead

Which company should be reviewed first, what is its estimated EBITDA impact, and what results are required before reviewing another company?View role requirements →

Portfolio-company chief executive or finance leader

What do our employees receive, what does our payroll calculation show, and who handles the work locally?View role requirements →