For a firm, integration isn't a project, it's an engine that has to run on every deal and roll up to the fund. Sherpa runs each deal end to end and assembles the firm-level picture as it goes.
Firm, fund, holdco, portco, with ownership percentages and investment dates at every level. A deal lives at the portco where the work happens, and its synergies, its risk, and its numbers roll up through the holdco to the fund and the firm without anyone rebuilding a consolidation in Excel. Look at one integration and you see the integration. Look at the firm and you see all nine at once.
Most integration software stops at one deal. Henry doesn't. He thinks like a PE principal, running valuation and capital allocation across everything you hold, reading consolidated financials up the hierarchy and telling you what's true for the firm rather than for one portco. Your deal teams run the deals. You see the whole board.
Same expert bench, sharper starting point. Every integration refines the templates and the taxonomy the next deal inherits, your agents build on what your earlier deals taught them, and Henry's read on the portfolio gets better the more of it he's seen. Your deal teams stay walled off from each other. Your firm doesn't stop compounding.
Every initiative carries its target, its cost, and what it actually delivered, with evidence attached and actuals flowing in from the ERP against the deal model. There's no scramble to reconstruct the value creation story at fund reporting, because it's been assembling itself the whole time.
Built on the integration playbooks McKinsey, Bain, BCG, Deloitte, and KPMG charge millions for.
Give us fifteen minutes and we'll show you Sherpa working a live integration.
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