Analysis / Private equity and diligence
Reconcile target KPI definitions
Reconcile acquisition target KPI definitions in Proforma. Compare management reports with accessible source data, periods and exclusions before drawing conclusions.
Diligence analyst
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Your starting prompt.
Compare [target KPI reports] with [definitions] and [source extracts]. Recalculate selected measures where the supplied data permits, showing reporting perimeter, period, denominator and exclusions. Build a bridge for discrepancies and distinguish formula differences from missing coverage or timing issues. Retain source references for each result. Do not treat inconsistent definitions as misconduct or claim an audit opinion from this reconciliation.
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Method and review
Keep the assumptions visible.
Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.
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Financial and commercial diligence owners should validate definitions and explain unresolved differences.
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Before you begin
- Authorized KPI reports and source extracts
- Known reporting perimeter and periods
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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