Private Equity Solutions

Driving Faster Decisions and Higher Portfolio Value

Private equity firms operate in a high-pressure environment where speed, visibility, and control directly impact returns. Yet many portfolio companies still rely on fragmented systems, manual spreadsheets, and inconsistent reporting—making it difficult to scale efficiently or respond quickly to market changes.

At 3SixtyPlan, we help private equity firms and their portfolio companies modernize finance through Oracle EPM and NetSuite, delivering real-time visibility, faster planning cycles, and standardized reporting across the portfolio.

The Challenge in Private Equity

Across portfolio companies, we consistently see:

• Disconnected planning and reporting processes
• Limited visibility into performance across entities
• Slow and manual budgeting and forecasting cycles
• Inconsistent KPIs and reporting formats
• Heavy reliance on Excel and offline models

For operating partners and CFOs, this creates risk and limits the ability to drive value creation.

Our Approach

We combine finance advisory and technology implementation to create a unified performance management framework:

1. Standardize Across the Portfolio

• Deploy consistent planning and reporting models
• Align KPIs and financial structures
• Enable roll-up reporting at the fund level

2. Accelerate Planning and Forecasting

• Driver-based budgeting and rolling forecasts
• Scenario modeling for strategic decisions
• Faster cycle times with automated workflows

3. Improve Visibility and Control

• Real-time dashboards and executive reporting
• Consolidated financials across entities
• Audit-ready data and governance

4. Enable Scalable Growth

• Systems that scale with acquisitions
• Rapid onboarding of new portfolio companies
• Integration between ERP and EPM

Key Use Cases

• Portfolio-wide budgeting and forecasting
• Cash flow and liquidity planning
• Consolidation and investor reporting
• KPI dashboards for operating partners
• Integration with NetSuite ERP
• Post-acquisition finance transformation

Value Delivered

• 30–50% faster planning cycles
• Improved forecast accuracy
• Reduced manual reporting effort
• Real-time portfolio visibility
• Faster onboarding of acquisitions

Why 3SixtyPlan

• Deep expertise in Oracle EPM and NetSuite
• Strong understanding of private equity operating models
• Boutique approach with senior-level delivery
• Proven ability to align technology with value creation goals

In private equity, value is created through better decisions, faster execution, and operational discipline. 3SixtyPlan helps you build a modern finance function across your portfolio—enabling transparency, agility, and scalable growth.

Let’s discuss how we can accelerate performance across your portfolio companies.