Finance analytics for PE-backed companies
One version of financial truth. Built on the systems you already own.
Fortis Advisory is a senior-only analytics and advisory team. We pair transaction-grade accounting with real data engineering, then hand you infrastructure your team can run without us.
The situation
Four of everything, and one question that has to resolve.
Most PE-backed platforms in the $50M–$500M range were built through acquisition. Each entity arrived with its own ERP, its own CRM, its own payroll system, and its own definition of “customer.”
Each system does its job well. Together, they may take time to produce a margin number that finance, sales, and the board all agree on. That gap is normal, and it is not a reflection of the team. It is a data architecture question, and it has a data architecture answer.
We estimate that in companies of similar profile, reports, forecasts, and customer profitability views are often manually derived — assembled across systems each cycle rather than generated from one governed model. The work gets done. It just takes longer than it needs to, and the answer is harder to defend when a buyer asks.
The data exists. The reliable answer requires a foundation built deliberately.
- Customer profitability — which customers actually make money, and which quietly lose it
- Pricing elasticity — where price can move without losing volume
- Churn drivers — why customers leave, and who is likely to leave next
- Service-line returns — which lines earn their cost of capital
- Cost to serve — fully loaded, across the combined platform
Every one of these has to resolve to one answer the whole deal team can act on — reliably, and quickly.
What an engagement delivers
Four outcomes a sponsor can underwrite.
And a CFO can defend at the board table.
Revenue and margin opportunities you can act on
Customer profitability by service line, pricing elasticity by segment, cross-sell opportunity by cohort, cost-to-serve transparency. A ranked, quantified list of EBITDA levers with the data lineage to defend each one.
Confidence under questioning
A defined metric layer with one source for each number, auditable lineage from source system to reported result, and version-controlled definitions citable to auditor, board, and buyer. The same answer every time the number is asked for.
Senior capacity back
Routine reconciliation, manual close steps, and spreadsheet maintenance redirected to automation. Controller and FP&A time returned to judgment work — reserves, revenue recognition, pricing strategy, and board commentary.
Agents that run on data you trust
Automation on a governed foundation, where the signal an agent optimizes against has been validated against what it actually means. Sequenced deliberately — see the AI Readiness Stack.
Why teams bring us in
The synthesis, not another category.
Five categories of advisor address parts of this stack well. Each is thinner somewhere it matters.
Accounting and engineering in the same room
Ken has spent 30 years in financial due diligence and operations, formerly at EY. Bo builds the warehouses, semantic models, and pipelines. Most firms offer one side and hand off the other.
Built on your existing infrastructure
We work in MS Fabric, Power BI, Snowflake, Databricks, Acumatica, NetSuite, and Salesforce. No new platform to license, and nothing to rip out.
You own everything we build
The data model, the pipelines, the dashboards — all of it lives on your infrastructure under your license. There is no proprietary layer you would need us to maintain.
No audit relationship, no independence constraints
We hold no audit practice, which means we can do full audit-assist work alongside your existing auditors without a conflict.
The Fortis standard
A model is done when it reconciles to the ledger.
Not when the dashboard looks right. Every figure we produce ties back to the general ledger, and every claim is labeled by where it came from — verified, sourced from the client, or inferred. We do not blur those together.
Start with a diagnostic, not a commitment.
Phase 1 is scoped to answer one question: is the opportunity real, and how big is it? If the numbers do not support a Phase 2, we will say so.