Analysis / Private equity and diligence
Review exit readiness evidence
Review portfolio company exit evidence in Proforma. Check current reports, source support and unresolved gaps before advisers assess disclosure readiness.
Portfolio operations lead
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Your starting prompt.
Review [exit preparation materials] against [disclosure requirements]. Identify evidence that is current, reproducible from accessible sources, internally inconsistent or missing, with owners and remediation questions. Show how recorded operational changes relate to claimed results without attributing causality automatically. Prepare a readiness checklist for advisers. Do not produce a valuation, promise an exit outcome or certify that disclosures satisfy legal requirements.
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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.
For this task, check
Advisers and authorized company officers should review completeness, materiality and disclosure obligations.
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Before you begin
- Authorized portfolio company materials
- Defined exit workstreams and adviser review
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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