From Complexity to Clarity: How PE Firms Unlock Growth with Finance Automation

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Private equity firms and their portfolio companies are under growing pressure to streamline operations, enhance financial transparency, and plan more effectively for long-term value creation - all while navigating pricing sensitivity and complex reporting demands. 

Join Olivia Pilecka, (Senior Product Marketing Manager at Lucanet) as she invites Amantia Xhafaj (Senior Manager at Mutares)  for a high-impact session designed for PE decision-makers and PortCo finance leaders. Discover how modern Corporate Financial Planning (CFP) solutions are helping firms move from reactive reporting to proactive, insight-driven planning.

 

What you will learn

  • How PE firms are using finance automation and integrated planning to transform their portfolios
  • Insights from a Mutares Operating Partner on connecting planning to value creation
  • Practical tips for communicating value in price-sensitive markets
  • Actionable ideas to help PE Operating Partners, Investment Directors, and PortCo CFOs make smarter, faster finance decisions

Speakers

Olivia Pilecka

Olivia Pilecka

Senior Product Marketing Manager, Lucanet

Amantia Xhafaj

Amantia Xhafaj

Senior Manager at Mutares

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