ACMA CGMA with direct PE experience — Arle Capital Partners, Leaf Clean Energy Company fund administration. Not a bookkeeper who learned PE terminology. A finance professional who's sat on both sides of the table.
No contracts · ACMA CGMA · Ex-Arle Capital Partners · 24 years in professional finance
Investor-grade finance operations — from close to board meeting.
Monthly board-ready packs with the KPIs your investors actually want — not a reformatted QuickBooks P&L. Variance analysis, cash bridge, and narrative commentary. Delivered by the 10th.
SAFE conversion modeling, option pool planning, dilution analysis, and 409A valuation coordination. Your cap table stays clean and defensible through every round.
Three-statement financial model, data room organization, and due diligence prep for Series A through C. We build the materials that get term sheets signed — not decks that get ignored.
12-month pre-exit roadmap: quality of earnings readiness, EBITDA add-back documentation, balance sheet cleanup, and data room prep. Zero surprises that crater your multiple.
Portfolio company roll-ups, intercompany elimination, and consolidated reporting across holding structures. One clean set of numbers for the fund.
13-week rolling forecast, burn rate monitoring, and runway tracking. Your board knows exactly how long the cash lasts — modeled honestly, updated weekly.
30-minute call. We'll review your current investor reporting, identify the gaps, and tell you exactly what it takes to get board-ready. No pitch — just clarity.
Your fund's finance team monitors the portfolio from the outside — reviewing board packs and flagging concerns. We sit inside the portfolio company, building the reporting infrastructure, managing the close, and producing the numbers your fund's team reviews. We're the operational finance layer between your bookkeeper and your board.
Ideally at or just after funding. The most common trigger is a board that's asking for reporting the current team can't produce. If your monthly close takes more than 10 days, your board pack is a PDF of QuickBooks reports, or you're 12–18 months from a planned exit, you're already behind.
Yes. We regularly manage consolidations across holding companies, operating entities, and international subsidiaries — including intercompany eliminations, transfer pricing documentation, and consolidated reporting to the parent fund.
A 12-month pre-exit roadmap typically includes: cleaning up the balance sheet, documenting EBITDA add-backs, building a quality of earnings (QoE) package, ensuring GAAP compliance, organizing the data room, and preparing management for buyer due diligence questions. The goal is zero surprises that could crater a deal or reduce your multiple.
Yes. Stuart Wilson (ACMA CGMA) worked at Arle Capital Partners (formerly Candover Partners), one of Europe's leading PE firms, and administered the Leaf Clean Energy Company fund. This isn't theoretical knowledge — it's direct experience on the investor side of the table, now applied to portfolio company operations.