Isosceles News

How Data Cubes Support Private Equity Portfolio Management

The private equity landscape is complex and ever-changing. Yet CFOs and portfolio managers are still expected to provide clear insights, often relying on outdated tools like Excel or siloed data systems. This can lead to problems that may erode returns, strain investor relationships, and result in missed opportunities during exits. Traditional methods struggle to manage the multidimensional datasets that characterise modern PE portfolios. From tracking profitability shifts to stress-testing exit … Continue reading

How To Use The Data Cube For Private Equity Reporting

The world of private equity is fast-paced and continually changing. Modern CFOs and financial professionals are tasked with keeping up to date on an ever-growing and evolving landscape, as well as maintaining tight deadlines. This has meant that traditional reporting methods, such as manually updating a shared workbook within Excel, have become outdated. Today, providing detailed updates and reports within private equity requires the handling of multidimensional datasets. The problem … Continue reading

Data Cube in Private Equity: Insights for Financial Success

How can private equity investors gain deeper, actionable insights into a company’s financial health? In the dynamic world of private equity, the demand for data-driven analysis continues to accelerate. Investors need deeper, multi-dimensional insights into financial metrics to drive informed decisions, streamline due diligence and enhance exit strategies. This is where the data cube comes in; it stands out as a specialised tool that enables business owners to gain a … Continue reading

Challenges of ESG Integration in Private Equity Firms: Strategies for Success

For Private Equity (PE) firms, addressing environmental, social, and governance (ESG) considerations has become increasingly important as investor demand for sustainable and responsible investment funds intensifies and the regulatory landscape continues to change. This brings new reporting challenges to PE firms, both for their investments and within their own businesses and investment processes. Related Article | The UN-backed Principles for Responsible Investment (PRI) In this blog, we offer an alternative … Continue reading

PE-backed acquisition: Investor, acquirer and target perspectives

Much has been written about the technical process of acquiring or exiting, but very little about the experience of going through a PE-backed acquisition. In 2022, Horizon Capital-backed Dains Accountants acquired Isosceles Finance. So, we decided to ask the target, acquirer, and investor to share their unique perspectives and learnings on going through this acquisition process with the iFD Community. Related Article | Isosceles acquired: The dawn of a new … Continue reading

Private Equity Carve Out Challenges

PE carve outs can create or unlock value. However, separation can present as many challenges as opportunities for PE firms. The anticipated value will not be realised if the newly formed company lacks the infrastructure, resources, and talent to operate effectively and independently. Related article | CFO options for investors and their portfolio companies In this blog post, we introduce the fractional role of an experienced CFO to manage the … Continue reading

CFO options for investors and their portfolio companies

Follow us on LinkedIn and Twitter. The economic environment of 2025 is as challenging for PE and VC firms as it is for those companies seeking investment. Having the option to appoint a part-time (or fractional) CFO who has worked with investor-backed portfolio companies before and can understand and anticipate the increased demands of an investor will almost certainly increase the probability of the investor making the return they expect. … Continue reading