A new type of firm offering senior finance leadership, when you need it, for the PE Fund, the PE Firm and the Portfolio Company.
Founded by former PE Firm and Portfolio Company CFOs.
What we've seen from the inside. Pick the question closest to yours.
Each engagement stands alone. Take both, and the numbers connect end to end.
Portfolio Company KPIs built in the owner's format from day one, so nothing is reworked at quarter-end.
The same figures run from the Portfolio Company ledger to the LP letter, with no re-keying.
We know what the PE Firm will ask the Portfolio Company for, and the reverse.
Results across people, process and systems, on both sides of the PE relationship.
AUM after spinning out of a $70B+ manager; back office from 5 to 40 people
AUM today at PE Firms where we built finance teams from scratch
Quarter-end valuations, cut platform-wide
Connected systems from the Fund investment committee to Firm ENI, replacing Excel
Subscription, NAV and hybrid facilities; Firm-level private debt and GP stake sales
Finance team, processes, systems and banking built from scratch for a joint venture of three pro sports franchises
Annualized EBITDA improvements, working with the sponsor after a $3.6B buyout
Close cut by 80%, with better accuracy
Of liquidity pressure managed on 13-week cash flow, with new lender facilities
Led corporate finance through the sale of a sponsor-backed media company to a strategic buyer
The same six themes run across the Fund, the Firm and the Portfolio Company. Choose a level for the detail.
AI only works on top of sound accounting, clean data and strong controls.
| Task | The usual way | Our way |
|---|---|---|
| Month-end closePortfolio Company | Manual reconciliations in spreadsheets | Automated reconciliations; we review the exceptions |
| Portfolio KPIsPE Fund | Emailed templates, re-keyed by hand | Direct data feeds, checked on arrival |
| LP quarterly reportPE Fund | Built by hand each quarter | Drafted from connected data, every figure tied out and reviewed by us |
| Firm reporting: DE, FRE, ENIPE Firm | Pieced together from the GL and Excel | Built from integrated systems, with Firm and Fund costs split |
| Board packPortfolio Company | Drafted from scratch each month | AI first draft, finance expert review |
Classical finance and accounting expertise. We fix, redesign or remove processes first, then use AI to speed up what remains.
Beyond finance, we help leadership decide where AI pays off across the business, with the business case, data and controls to back it.
We work within your systems and security policies, alongside your auditors and valuation providers, never in place of them.
What the PE owner will expect from finance after the deal closes, written by two former CFOs who have sat on both sides of the table.
Four pages, PDF. We'll send it to your inbox and the occasional note on PE finance. Unsubscribe anytime.
From targeted advice to a full finance function, at any level or combination, scaling as your needs change.
Targeted consulting on a specific issue or review
Defined projects such as valuation, systems or controls documentation
Fractional senior or specialist roles inside your team
We run functions such as reporting, FP&A and close
We design it, hire it and run it until your team takes over
A 30-year career in finance, including 20 years as CFO / COO across multiple PE Firms that today manage $75B+, investing globally across sectors and the capital structure. Pritpal started his career as an auditor at PwC.
A 20+ year career, including 10+ years as a PE-backed CFO or VP Finance / Ops and 8+ years in client service at Bain & Co. and Accenture. Bart brings a deep technology background across ERP, CRM, BI and AI implementation.
Whoever engages us. At a Portfolio Company we work for management, not around it: we strengthen your team and help it deliver what the owner needs. Each engagement stands alone, with its own team, scope and data. [Partners to confirm conflict policy]
An administrator processes and records. We lead: we own the reporting, the forecasts and the judgment calls a CFO makes, and we oversee your administrator so the handoffs work. We work alongside your administrator, auditors, tax preparers and lenders, never in place of them.
Every engagement is led by a founder, with our PE finance team in reporting, controls and FP&A, and trusted partners for tax and valuation.
Senior leaders are ready now. There's no executive search, so most engagements start within weeks of our first discussion, not months.
Ongoing work is a fixed monthly fee. Projects are fixed or capped fees agreed up front. You pay for the capability you need, not a full-time team, and you can scale up or down as needs change.
We work within your systems and security policies, alongside your auditors and valuation providers, never in place of them. We fix the process first, then use AI to speed up what remains, and a finance expert reviews everything that leaves our hands.
The next step is a working session on your most pressing priority, with a founding partner.
Three Strand Partners