Private equity
From close to exit, every portco on one set of numbers.
Sigma tracks the value creation plan against actuals for each portfolio company and rolls the fund up on one definition, even when every company runs a different ERP.
Backed by Y Combinator
Fund I · 100-day plans
Portco A
On track
Portco B
Behind
Portco C
On track
Portco D
Provisional
Plan vs actuals, on the fund’s definitions
Where teams start
Where operating teams start.
Spotlight
The portco that reported a different EBITDA.
Each company defines its numbers a little differently. Sigma reconciles them to the fund’s definition without a spreadsheet war.
Portco B · Distribution
Q3 reporting pack
As reported
$3.4M
On the fund’s definition
$2.9M
Owner add-backs excluded
−$0.4M
One-time consulting fee
−$0.1M
Confirmed by operating partner
Cites Q3 pack p.4 · GL export
FAQ
Questions, answered.
Do portfolio companies need to change systems?
No. Sigma reads what each company already sends, from ERP exports to spreadsheets.
How do you handle different charts of accounts?
Sigma proposes a mapping to the fund's definitions, cites its evidence, and asks your team to confirm the ones it isn't sure about.
Who sees which company's data?
Access is set by role, and each person sees only what their role allows.
