Solutions For Venture Capital and Buyout Private Equity Firms

Does This Sound Familiar?

Fragmented data, inefficient reporting, and compliance risks?

Outdated processes and error-prone spreadsheets holding back your funding efficiency, exit valuations, and operational scalability?

How to fix it  

We offer you a customizable, data-driven private equity platform that integrates financial reporting, portfolio monitoring, and compliance management.

It can help you reduce funding losses by 15-20% and enhance exit valuations by 5-10%. 

What you can transform and how

Why choose us  

Generic software and in-house fixes fall short in private equity.

Using our machine-learning Clean Consolidator specifically designed for private equity you get smart workflows, investor reporting, and predictive analytics – all in a secure and scalable SaaS platform.

How to start

The result

• Prevent up to 20% in funding losses caused by poor financial controls. 

• Boost exit valuations by 5-10% through streamlined data management and analysis. 

• Reduce compliance risks and regulatory scrutiny. 

Let’s talk

Let’s discuss how we can help optimize your operations, improve funding outcomes, ensure compliance, and maximize exit value.

Click the button below to schedule a free demo and a bonus data consultation.

(You will learn a lot about your data just from this call)

Making financial decisions shouldn’t be an uphill battle

If you as a financial professional had access to real-time data, accurate reports, and insightful analysis, staying competitive would be much easier.  

However, spreadsheets and substandard tools are causing outdated reports, costly mistakes, and unreliable projections. 

[Image showing AI robot playing with the building blocks, creating rockets, advanced tools, advanced technology. Startups standing in line for the tools AI is holding. Other startups buried by the piles of data falling on them or stuck under the pile of data]

Meanwhile, AI is reshaping the market, and data is more complex than ever.  

Old ways can’t keep up. 

Falling behind is not an option, competitors would move faster, stakeholders would lose confidence, reputation could be at risk. 

[Image showing people behind or inside of the AI robot. Saying: Hello, we are here to help]

Over the past 15 years as financial and IT experts ourselves, we have helped [more than X – input please, fortune 500, or something else to prove expertise?] enterprise customers with data problems, and developed a solution that cleans, consolidates, and manages your data by using modern software, best practices, machine learning, and expert support. 

[Image: human picture goes here – team (group or collage), office, office pet, etc.]

No more guesswork. Just clear, confident decisions.  

We’re here to help you maximize the value of your data. 

Let’s talk when you are ready. 

(or forward this to the person in charge) 

Do you need to consolidate your portfolio data? 

Financial professionals, accountants, analytics, CEOs, CFOs, CTOs, investors, bankers at private equity funds, buy-out companies, and merger and acquisition firms.  

Navigate challenges with confidence

This means you

• 📈Stay informed and ahead 
• 🧠Make accurate, data-driven decisions 
• 💥Catch risks and opportunities 
• ⏱️Run lean, efficient operations
• 💪Keep partners aligned and impressed

[Image showing all of this happening combined]

Poor data leads to poor decisions

Keeping up with today’s challenges – does this sound familiar?

✴️ Complex portfolio management: 

✴️ Rising stakeholders’ expectations:

✴️ Messed-up data: 

(big secret: Psss) lost data 🙊 – > lost customers. 

✴️ Outdated process: 

✴️ Messed-up results: 

✴️ Unmet goals: 

✴️Rotten eggs in the portfolio: 

✴️ Compliance issues: 

✴️ Missed opportunities: 

✴️ Costly mistakes: 

✴️ Unmet workforce expectations: 

✴️ Failed DIY attempts: 

“You can’t solve the problem at the level it was created”- Albert Einstein

Why it can no longer be the old way

Rising pressure: 

•  It’s not just about tracking finances anymore; it’s about growth and strategy.  

• You need both to consolidate accounting and interpret operational data. 

Real-time, accurate data is a must to stay in business

INTRODUCING

Clean Consolidator

Manage your entire portfolio with ease. 

Consolidate financial AND operational data into real-time insights. 

Here is how AI-powered predictive analytics helps you spot trends, improve decisions, and manage risks with confidence

• Data management:
  • Fix your data: clean, normalize, organize, and query correctly
  • Keep data updated: operate fresh numbers – not a couple of weeks old 
  • Consolidate in real-time: automate continuous data from multiple sources, entities, formats, currencies, and accounts. 

• Predictive analytics: 
  • Forecast trends  
  • Plan decisions 
  • Spot and calculate risks 
  • Prevent issues in cash flow 

• Hints, tips, and insights: 
  • Predict outcomes
  • Simulate scenarios (without changing the original data) 
  • Optimize strategy  
  • Access expert insights 
  • Make informed decisions for better financial health 

🎯 For a quick start, get your data consolidated into our predefined form immediately supported by out-of-the-box basic analytics. 

Capitalize on opportunities

🛰 Visibility

• Consolidate faster than before
• Access fresh data as it happens
• Maintain the level of your portfolio companies’ technology

---

🛡 Credibility

• Raise credibility
• Simplify fundraising
• Attract better partnerships

---

⚡ Agility

• React quickly as the market shifts
• Catch undervalued opportunities and gaps
• Win negotiations

---

🚀 Growth

• Strategize exits
• Outperform competitors
• Grow your reach and impact

Don’t let outdated systems and processes hold you back

We’ll help you stay ahead, act fast, and unlock your portfolio’s full potential. 

With our services, you get real-time updates, AI-driven insights, and seamless integration across all your data sources – so you can consolidate, analyze, and visualize the metrics that matter most. 

The SEAD platform saves you from reinventing the wheel, making data management, integration, security and compliance, typical analytics and applications available out of the box, allowing everybody to focus on value-added development. 

Get data that shows your portfolio’s strengths and weaknesses

+ Customization and Scalability: SEAD grows with your portfolio, ensuring ongoing value. 

Why would you trust us?

Who we are

A multi-generational, family-owned and operated business based in New Jersey, USA.  

Over 25 people cross-functional finance and tech team, including experts with more than 40 years of experience in IT and finance (that you could never keep in-house).  

Multi-industry experts. We worked with data from diverse industries:

• Business management
• Military
• Government
• Aviation
• Airspace
• Automotive
• Manufacturing
• Internet of Things (IoT)
• Education
• Healthcare
• Retail
• And even a family bakery next door

We also created and operated a software engineering center for a high-tech private equity company portfolio in the past. 

Our team is your team

An in-house, industry-leading team of experts + friendly tech support.

Highest level of data security compliance (SOC2 compliant) 

SEAD’s ability to comprehend a complex environment, assess a variety of data sources, unique customer requirements, Watson IoT insights, and deliver an enhanced operational enterprise application was the key contributor to the success of our project together.
Larry White
IBM Watson Industry Solution Leader – North America

How Clean Consolidator is better than anything you’ve seen before

It is safe

In data safety, we will help:

• Protect your data: 
  • You are in complete control. Your data stays yours. We only use it as needed for the service.
  • Your data stays in-house or in a protected cloud. 
  • Your data is contained in a safe environment
  • You have 24/7 access to your applications, reports, dashboards, and analytics. 
  • We can help you identify and mitigate data security and business risks. 
  • We can support you with the disaster recovery in the event of emergency. 

• Stay competitive: 
  • Fuel your growth: no more stale data, outdated reports, or messy spreadsheets. 
  • Keep it on track: help monitor the vital KPIs without delays. 
  • Unlock value: provide the tools to discover hidden opportunities, allocate funds wisely, and catch missed deals. 
  • Outpace competitors with better technology, better awareness, and smarter decisions (we offer exclusive and non-exclusive contracts). 
  • Sustain success: support your business growth. 

• Cover your weak spots: 
  • Become and stay data safety compliant 
  • Tackle legalese and red tape 
  • Adjust to changing regulations 
  • Get advised on the best practices and safest approaches 
  • Use a share of our top-level compliant infrastructure if necessary 

• Support your team goals: 
  • Strengthen job security 
  • We don’t compete with your internal team. Instead, we empower it, and we can provide our resources as needed. 

 

To the contrary, 
Neglected systems create risks and make you appear irresponsible to stakeholders. 

Hidden problems surface when you least expect them – during vacations, competitor moves, audits, or cyberattacks.  

Are you prepared? 

It is easy 

In the setup, we’ll guide and do it for you:

• Seamlessly integrate into your existing process and enhance it with our products
• Deploy a pilot solution, usually within a couple of weeks 
• Educate personnel on data quality, warehousing, and visualization, or provide our experts for support 
• Develop a long-term plan 
• Without you hiring any extra staff 

It is cool

Backstage, we will make you look good: 

• We can become your tech-savvy, financial genie in a pocket, whispering smart solutions that make you shine (we cloned ourselves to support you 24/7) 
• You’re in control, but we’re turning the gears behind the scenes. 
• You’re not just good – you’re better. 
• You’ll be ahead, never left behind. 

So, you can improve profitability and boost stakeholders’ confidence: 

It is innovative

We will help you disrupt your niche:

Unlock the views and exclusive insights that most can’t access:

• Integrate financial and operational data across companies
• Maintain a clear, zero-gap view of your portfolio 
• With our help, implement an innovative investment process 

Get the vision you lacked before, now within reach 

It is convenient

We will fit your business like a glove:

• We will adjust to your teams, schedules, systems, processes, standards, and policies to keep it smooth
• We will keep your data in your places, structures, and formats 
• If your software is an old “black box”, we can reverse engineer its logic and build you a clean solution, so you get complete control
• We will also provide a contingency plan (involving your IT department if necessary), so you are never stuck with an unsupported product 

It’s smart

Reuse one system for many occasions (save time, money, and reduce errors): 

• End-of-quarter or end-of-year reporting 
• Mergers and acquisitions 
• Financial audits 
• Budget planning and forecasting 
• Regulatory compliance reporting 
• Investor or stakeholder reporting 
• Tax preparation and filings 
• Cash flow analysis and management 
• Financial performance review meetings 
• Strategic planning or investment decisions 
• Cost analysis and efficiency reviews 
• Operational performance assessments 
• Debt management and refinancing decisions 
• Risk management evaluations 
• Internal financial reviews and variance analysis 
• Custom requests, which will form your unique capabilities 

It is investment-wise

We will help you make, save, and protect money:

• Spot issues early: 
  • Catch problems early with predictive analytics (e.g., receivables) 
  • Address issues (e.g., customer churn) to protect cash flow  
  • Avoid fines, legal disputes, and missed opportunities 
• Work efficiently: 
  • Streamline operations, minimize errors, and prioritize key metrics 
  • Cut admin waste, invest in top talent, and back the best opportunities 
  • Avoid trial and error and unnecessary hires 
• Explain your decisions confidently: 
  • Tailor data views to meet stakeholder needs 
  • Visualize insights that back your decisions 
• Save: 
  • Pay only for what you use 
  • Pay a low subscription fee (compared to high-ticket per-hour consultants or in-house developers) 

Features – What’s Included

SEAD Software offers a full range of features to help make smarter decisions: 

• White-glove onboarding: 
  • We will do all the work for you, setting up the systems and preparing your data for analysis 
  • Our specialists will guide you through the entire process 
  • Your commitment to provide competent people at the right time to work with us will, of course, be needed, but we will suggest an efficient process to keep it to a reasonable minimum. 
• Real-time data consolidation: 
  • Integrate all portfolio data (financial, operational, client) into one platform 
  • See data updates in real-time 
• AI-driven analytics: 
  • Get actionable insights and real-time forecasts 
  •  Spot trends and anticipate challenges 
  • Identify good opportunities before they pass and skip the weak ones 
  • Make accurate decisions faster and more confidently 
• Clear decision-support dashboards: 
  • Focus on KPIs, value maximization opportunities, and customer profitability (for example, identifying startups that focus too heavily on customer acquisition without adequate follow-up on payment terms, resulting in delayed payments, strained cash flow, and diminished expected returns). 
  • See all critical metrics in one custom space that evolves with you 
• Seamless Integrations: 
  • Sync data across entities, teams, and departments for a unified view 
  • Ensure all data is accurate and up to date across your entire portfolio 
• Technical support helps you integrate the systems: 
  •  Initial setup support and education
  • Ongoing support
  • Emergency support
• Data cleanup and organization: 
  • SEAD data warehousing process includes data quality analysis, cleanup, and data organization 
  • We will also advise you on the best practices for your future data needs as you grow 
• Custom feature development as you go: 
  • As your business grows, we will help you develop custom solutions when you need them 
  • Robust data warehousing  
• Scalability: 
  • You only pay for what you need now 
  • Your tools will grow with you to accommodate your future goals 
• Personnel training and education: 
  • Training and consultations on data quality and data management available to your team  
  • Clear, accessible decision-support information for all members of your organization

Ready for your next move with real-time insights and support? 

(or forward to the person in charge) 

What our customers say:

SEAD Software is a tremendous partner!
Their innovative easy-to-use tools, dashboards, and visualization modules have been a tremendous asset to our business. Being a small corporate business, we needed a single platform to re-engineer our sales data and key performance indicators in a way to easily visualize our performance and budgetary milestones.
SEAD helped us achieve this and more!
Not only do they offer us the tools to help us navigate and visualize our data more easily, but they continue to provide us with solutions that help us save money and grow our business daily.
We would recommend SEAD to any business big or small!

Matt John
National Sales Manager
Leahy-IFP

The path from mess to success

SEAD is very easy to try:

Trial process:

Day 1 – Discovery call  

• Develop a plan to optimize your data process and unlock the hidden value trapped in your mismanaged data, leveraging it as a competitive edge. 

Day 4-7 – Your trial data portal setup 

• Gain access to your custom, fully functional portal, which we typically set up within one week. 
• We’re confident it’ll help streamline operations and uncover valuable insights.  

Day 10 – Day 30 – Trial 

• Starter Package 

Main process:

Day 30 – Decide and sign a contract

• If it’s not a fit, you have nothing to lose – you still will learn a lot about your data. 
• If it works, we move on to your main data. 

Day 30 – 60 Basic Steps – Data Management

What’s included: 

• Cleanup 
• Normalization 
• Integration 
• Consolidation  
• Basic accounting and due diligence KPIs

We focus on your: 

• Operations 
• Security 
• Compliance (including GDPR, HIPAA) 

Consider a quick-start option to consolidate your data into our default format and utilize existing analytics out of the box. 

Day 60 – and ongoing – Intermediate Stage – Decision Management

• Analytics 
• Data visualization 
• Mock-up scenarios 

We focus on: 

• Better decision process 
• Strategy 
• Exits 
• Undervalued deals 
• Powder money 
• Simulations 
• Audits 
• Deep due diligence 

Any day after that – Advanced Stage – Growth

• Custom development 
• Business development 
• Joint ventures, collaborations, profit share agreements 

We focus on integrating our tools into your unique business model so that you can open new business opportunities. 

+Extras

At any stage, we can support you with: 

• Software development services (by our in-house IT-squad) 
• Technical and financial consulting (by our financial consultants) 
• Data audit (by our data analytics) 

Ready to leave outdated reports behind and start making smarter, data-driven decisions? 

Click below to schedule a demo call and see the results for yourself (or forward this page to the person in charge) 

You’ll know exactly what’s happening and what’s next. 

Don’t wait for competitors to upgrade first – once they do, the gap will widen quickly. 

Pricing

We offer affordable, customizable subscription plans to fit your firm’s needs: 

• Scalable options for businesses of all sizes 
• Pay only for what you use 
• Get a quick quote 

We don’t post fixed prices because every company in this business is different — not a fit for cookie-cutter solutions. Our software already packs a lot of value, but to make it yours, we need to understand your specifics. Let’s talk and build the right fit at a fair price.

Quick-action bonus

FAQ

Is SEAD the right fit for your business? 

Here are answers to some common questions: 

• “How will SEAD integrate with my current systems?” 
  • SEAD integrates seamlessly with existing platforms to consolidate data across all entities and departments. Our solution comes with the support by our in-house developers who will do all the integration work. 
• “My data is a mess. Can you help with it?” 
  • Yes, we will help you clean up, normalize, and organize your data for analysis. 
• “When will my solution be delivered?” 
  • The world is too complex to guarantee that you will have the pilot version within one week. We will know better as we see your process and data, but it is reasonable to expect proof of concept and a high-level plan for the future in one-two weeks. 
• “How will my solution be delivered?” 
  • You will receive a login and password to your account on the SEAD platform.  
  • Our team will work with your financial and technical departments to integrate your data into the analytics tools. Then, we will create custom dashboards that display the analytics you requested. 
  • Other options, such as your private cloud or in-house deployment are possible. 
• “Do I need to buy extra resources to host this solution?” 
  • No, if we host your solution, all the infrastructure is included in your pricing, and you only pay for what you use. 
• “Is my data safe?” 
  • The SEAD platform is compliant with the highest industry standards for data safety.  
  • Our certification is current. You can find it here. 
  • Moreover, our security experts can help you identify and resolve your data safety weaknesses. 
• “How soon will I see results?” 
  • Most clients see improvements in data management and decision-making within the first month of using SEAD. 
• “What makes SEAD different from other analytics tools?”
  • SEAD is not just a reporting tool. It’s a full-scale solution that combines real-time data consolidation, AI-driven insights, predictive analytics, and customizable features, designed to help you stay ahead of the competition. 

Don’t wait for a crisis 

Stop letting outdated systems hold you back

Get your data sorted out

Or

?  – Are you interested in something other than this product? 

?  – Do you have any questions? 

?  – Can we help you in another way? 

Please email us with any requests – we will respond within one business day. 

Your information is secure, and our team is here to support you every step of the way. 
Reach out to contact@seadsoftware.com for assistance. 

Last call

Clean Consolidator