In today's competitive private equity landscape, investment firms face unprecedented challenges in driving value and growth across their portfolios. With higher acquisition multiples and increasing expectations for returns from partners, the need for sophisticated financial planning and consolidation strategies has never been more critical.
Financial Planning and Consolidation: Making powerful moves across your PE portfolio
Published Nov 13, 2025 | 4 min read
Lucanet
The challenge: Manual processes hold back strategic growth
For PE firms and their portfolio companies, traditional financial consolidation and planning processes are often manual, time-intensive, and error-prone. Finance professionals find themselves managing spreadsheets, hunting for data, and reporting under tight deadlines – all while lacking the agility to update information at short notice.
This operational friction prevents finance teams from focusing on what truly matters: strategic initiatives that drive growth and create value across the investment portfolio.
The solution: Real-time visibility for faster strategic decisions
The key to overcoming these challenges lies in establishing a single source of truth for all financial data. With real-time visibility into portfolio company performance, PE firms can make faster strategic decisions with confidence. Modern financial consolidation platforms enable you to:
- Automate multi-entity consolidation across complex structures
- Standardize reporting across all investments to ensure consistent governance across your portfolio
- Build a modern, unified, and automated approach to financial consolidation and planning for more accurate and timely reporting
- Easily integrate with over 300 systems, from ERP to HR
Enhanced planning capabilities drive portfolio growth
Sophisticated budgeting, forecasting, and extended planning capabilities empower PE firms to transform raw data into actionable insights. With out-of-the-box advanced AI capabilities, finance teams can tackle cognitive-heavy manual workloads and make significant productivity gains.
For portfolio companies, enhanced data visibility and profitability analysis optimize processes and enable them to scale efficiently in line with their growth strategy. They gain:
- Compliance-ready, granular data to report efficiently to PE firms
- Improved transparency that supports growth and builds credibility with future investors or buyers
- The freedom to focus on strategic initiatives instead of manual tasks
Turn complexity into clarity
Advanced automations across consolidation and planning ensure improved productivity and efficiency. An out-of-the-box solution with a short implementation time means you and your teams can get started and uncover actionable insights from day one.
The result? You can reduce financial uncertainty, improve your impact on business performance, and get the right insights faster – so you can make your moves and unlock more investment with confidence.
Learn more: Exclusive webinar on finance automation for PE Firms
Want to dive deeper into how leading PE firms are leveraging financial planning and consolidation to drive growth? Join our upcoming webinar: How PE Firms Unlock Growth with Finance Automation.
Discover practical strategies and real-world examples of how integrated systems improve data accuracy, simplify regulatory reporting, and minimize compliance risks – all while freeing up your finance teams to focus on value creation.
Ready to make your most powerful move in private equity? With complete visibility across your portfolio and streamlined processes to drive growth, you can switch uncertainty for confidence and turn complexity into clarity.
Lucanet
Lucanet is a global software provider for financial consolidation, planning, and reporting. Our user-friendly CFO Solution Platform is designed to match the exact requirements of finance teams by providing accurate and consistent information effectively. For more than 20 years, 6,000+ customers in 50 countries have already trusted Lucanet.