A Better Model for PE-Backed Finance Advisory
Every engagement led by experienced professionals armed with AI tools that multiply output and compress timelines. The expertise in the room. The technology in the workflow. From day one.
Sprint Engagements
Rapid-deployment, AI-accelerated projects. Close acceleration, AI readiness assessments, audit gap analysis, system selection, and integration planning.
Sprint Summit: 1–4 weeks.
Summit Engagements
Sustained advisory for complex transformation. ERP implementation, full audit readiness, FP&A stand-up, post-acquisition integration. AI embedded throughout.
Sprint Summit: 2–4 months.
Advisory Retainer
Fractional CFO support, board-level advisory, and continuous improvement. Ongoing AI tool management and continuous value optimization as the company evolves.
calibrated to company stage.
Value at Every Stage
Sprint Summit operates across the full PE investment lifecycle — from Day 1 post-close through exit.
Post-Acquisition
AI-accelerated integration planning, automated data profiling of acquired entities, finance function stabilization, Day 1 readiness, and chart of accounts design for the new platform.
Value Creation
AI-powered finance transformation, ERP implementation with AI integration, performance management buildout, close acceleration, and continuous automation deployment throughout the hold.
Exit Preparation
AI-assisted audit readiness, automated data room preparation, quality of earnings support with anomaly detection, SOX framework completion, and sell-side diligence preparation.
Industry Experience
Deep sector expertise across the industries most represented in private equity portfolios.