Your Embedded Experts
From High Pressure to High Performance
Built for Lean Teams
Private equity-backed, venture capital-backed and performance-driven private companies are under pressure to stabilize and be profitable. Most operate with lean teams, disconnected systems, and high investor demands. Compass gives you the capacity, visibility, and credibility of an in-house team of experts without the cost or delay of hiring.
Compass combines seasoned ‘Special Operators’ with AI-accelerated technology to extend your team capacity without expanding your org chart.
What We Deliver
We bring the people, playbooks, and Compass Portal with AI-enhanced workflows, to keep your numbers investor ready. From month end reporting to cash flow clarity and KPI visibility, Compass consolidates your systems, surfaces actionable insight, and delivers the reporting rhythm you need.
Where data and decisions come together.
The Compass Portal is where your data, dashboards, reports, tasks, and files all live in one place. It keeps you connected to your Compass experts, aligned on priorities, and fully in control of your reporting workflow – all with the support of Smith (AI) to automate tasks and propel productivity.
Built-in Intelligence: Get deeper insights with SMITH™
SMITH™ is built into every Portal. It's a private, secure, multi-model AI workspace that applies the right model to the right task, whether that's variance analysis, profitability deep-dives, or narrative reporting.
SMITH puts that intelligence in your hands. Ask questions in plain language. Get answers from your own private, validated data in seconds. Your data is never used to train public models.
See clearly. Act decisively.
When your data lives in silos, every decision takes longer and carries risk. Compass unites financial, operational, sales data and more into one trusted portal, so you can see exactly where you stand and move with confidence.
- Consolidated reporting across systems and entities
- Profitability dashboards by product, region, and customer
- 13-week cash flow forecasting
- Power BI–native dashboards and Excel exports
- AI-assisted reports and analysis
Show up stronger. Elevate your credibility.
The Compass team delivers investor-grade reporting and dashboards that elevate your standing with sponsors, lenders, and boards. We take the pressure off and ensure you’re prepared.
- Embedded Director + Analyst support
- Investor-grade reporting templates
- AI-assisted board and lender narratives (variance, drivers, trends, etc.)
- Pre-built reporting templates aligned to PE/VC standards
Add expert capacity. No hiring headaches.
Recruiting and onboarding new finance talent is slow and expensive. Compass provides on-demand seasoned Private Equity and M&A experts who hit the ground running. No hiring delays, no HR headaches, no burnout.
- Embedded team of get-it-done experts
- Scalable support that flexes by the hour
- Weekly check-ins and real-time pivots
- Functional onboarding packages by business function
- AI-powered data preparation and report generation
Operate like diligence starts tomorrow.
Face any sponsors or buyers with confidence, knowing every number holds up. Whatever your future holds, Compass has you investor-ready, with repeatable, clean reporting that stands up under scrutiny.
- Multi-entity, multi-system consolidation
- Clean audit-ready exports
- Repeatable reporting workflows for investors, lenders, and buyers
- Dashboards and templates built for PE/VC cycles
- AI-assisted diligence prep and document mapping
Don’t do it alone. Partner with experts who know it and get it done.
Partner with experts who know it and get it done. Compass is an extension of your team, embedding seasoned professionals who understand your pressure, your investors, your goals. We partner with hundreds of PE-backed and performance-driven private companies to bring the people and processes they need to succeed.
- Deep experience in M&A, PE reporting and scaling businesses
- Proven playbooks and best-practice workflows
- Hands-on partnership from setup to boardroom
- AI-enabled insights, commentary and scenario exploration
Where Compass Makes the Difference
Cash Flow
Visibility
Stay ahead of surprises with cash flow clarity you can trust. Compass delivers rolling 13-week cash flow forecasts and clean reporting so leaders can plan with confidence, not gut feel.
Profitability and Margin Clarity
Know what’s really driving performance and what’s holding you back. Our experts consolidates data across SKUs, customers, and channels to surface true margin drivers and unlock EBITDA growth.
Board, Lender & Investor Reporting
Show up read for every board, sponsor, or diligence request. Compass steps in as your embedded experts, ensuring reporting stands up under scrutiny every time.
KPI Tracking and Dashboards
Track the metrics that matter most across your business. We deliver consistent KPIs and dashboards across finance, accounting, sales, operations, marketing, HR – all in Power BI, Excel, and your Compass Portal.
Business-wide Performance Analytics
Turn disconnected teams into a unified, data-driven business. Compass bridges financial and operational data, giving every leader the same clarity to cut waste, improve margins, and grow together.
Due Diligence Preparation
Pass scrutiny and move fast when the stakes are highest. Our embedded experts have done it hundreds of times, so you can move through diligence with confidence.
“It is generating a ton of productivity for the finance team. For example, finance team used to produce a lot of manual reports for the sales team to help them identify customers who hadn’t ordered for awhile, etc. Now, Oscar, Bobby and their sales teams are logging in directly to access data without looping in the finance team at all, and the sales teams are able to access the data sooner, so everyone wins.
Consumer Petcare
Compass Client for 11 Months
“That is AWESOME. We never were able to look at material margin on a SKU and customer basis! This opens a whole new frontier for us.
Consumer Petcare
Compass Client for 11 Months
“OMG!…that looks so BEAUTIFUL…it feels wrong to be so excited about numbers! They check out to the penny (PL, BS and CF). Now I’m going to go and cry in the corner…happy tears, but tears nonetheless.
Consumer Petcare
Compass Client for 11 Months
Our Commitment to Results:
A proven three-phase process designed to deliver investor-grade clarity within your first 30 days
No lock-ins. No surprises.
Just measurable results delivered fast.
We deliver value. If Compass doesn’t deliver measurable value within your first 60 days, we will give you your money back. No penalties, no contracts, no risk, no charge.
Check Out some of these Resources
Meet Your Operators
Built by experts who’ve been there.
Behind Compass is a team of embedded experts who know what it means to deliver under pressure. Our Directors, Analysts, and Advisors have supported hundreds of PE-backed and scaling businesses through growth and change.
You’re not working with software support, you’re partnering with a seasoned team that’s been in the CFO seat, in the boardroom, and navigated M&A complexity. Our experts bring one mindset to every engagement: get it done, get it right, and make our clients look like champions.
