Back-office work inside each company
Connect the recurring finance, client, document, and reporting work inside each company.
PRIVATE EQUITY, FAMILY OFFICES, SPONSORS
Run each operating reviewfrom one place.
Operating reviews often start with email requests and end in spreadsheets that someone has to check by hand. Calyer gives the firm and its companies a shared process for collecting figures, reviewing them, and assigning the work that follows.
WHO IT FITS
For teams collecting the same answers from many companies
01
Private equity firms
02
Family offices
03
Independent sponsors and search funds
04
Portfolio and multi-location companies
THE WORK
Processes we can connect
Shared processes across companies
Use the same request, review, and approval process across a group without forcing every company into the same tools.
Operating reviews
Prepare each review with open questions, source figures, and prior actions in one place.
KPI and reporting requests
Request the same figures from each company, check what arrived, and keep definitions consistent.
EXAMPLE SYSTEM
One operating review with clear owners
The system keeps company updates, source figures, open questions, and follow-up on one review.
Request
Company data requested
Check
Figures and gaps reviewed
Meeting
Review prepared
Follow-up
Actions assigned
Systems often in the process
ExcelEmailData roomsAccounting systemsCRMBI toolsDocumentsTeam chat
ONE PROCESS