Skip to main content

Rapid Finance Diagnostic: Assess your finance operations

A health check for private equity portfolio companies

More efficient operations. More opportunities.

Deloitte's Rapid Finance Diagnostic is a practical way for your private equity (PE) firm to see more challenges and opportunities for your portfolio companies more clearly. While you're focused on assessing value during a financial transaction, the due diligence period may not yield enough insights for an actionable plan that can earn a quick return on investment (ROI). This limited visibility can invite surprises and roadblocks later on. Explore how our financial operations assessment can optimize financial health and efficiency early in your portfolio companies' lifecycles.

Post-acquisition: Approaches for strong financial integration

During the merger and acquisition (M&A) process, your firm can face challenges that may hinder value creation. One such pain point is often the accounting and finance readiness of portfolio companies, which may reveal major gaps only after the acquisition is finalized.Your high-level assessment during M&A transactions may miss important details. This limited insight into the operational intricacies of your portfolio companies can leave your firm vulnerable to surprises.

See firsthand how early insights can drive ROI

Deloitte's Rapid Finance Diagnostic provides your private equity firm insights as you evaluate finance and accounting functions of newly acquired entities for cost-effectiveness, agility, and the ability to produce reliable, timely information. These key elements form the essential template for strategic decision-making and value creation.

Get a deeper dive on our materiality assessment

Take a closer look at the full benefits of our Rapid Finance Diagnostic, and get a clearer understanding of the challenges presented by a rushed due diligence period. Learn how assessing early can get ahead of potential issues.

Find out how this powerful assessment can work for you

Experience Deloitte's deep knowledge in the PE industry and transactions. Schedule a consult to see how our Rapid Finance Diagnostic can provide insights to optimize the financial health and operational efficiency of your portfolio companies, help meet investor expectations, and drive higher returns. It can be a pivotal component in your firm's assessment toolbox.