Sigma Computing Consulting for PE-Backed Companies
Give your finance team back the week spent building the sponsor package every month. We build Sigma workbooks on Snowflake that produce the board and sponsor numbers on their own.
The short answer
Where the Hours Go Today
- The monthly sponsor package takes the finance team most of a week.
- The sponsor asks for KPIs that the systems do not produce on their own.
- Each add-on acquisition brings a new ERP and chart of accounts to merge by hand.
- Board questions mean another round of spreadsheet work after the meeting.
Sigma Workbooks We Build
- Sponsor Package
- The monthly financials and KPIs in the format your sponsor asks for, built from the same tables every month and sent on a schedule.
- Board Pack
- Quarterly board reporting with drill paths behind each number, so follow-up questions are answered in the meeting.
- Add-On Roll-Up
- Each acquired company mapped once to one chart of accounts and KPI set, so the consolidated view updates as new entities join.
- Budget and Forecast
- Budgets and reforecasts entered in input tables and compared against actuals in the same workbook.
Why Sigma Fits
- Finance stays in a spreadsheet
- Sigma is a spreadsheet grid with over 200 functions on live warehouse data, so the finance team keeps its way of working without copying exports.
- Budgets next to actuals
- Input tables let finance enter budgets, forecasts and adjustments that are stored in the warehouse.
- Packs that send themselves
- Scheduled exports send the sponsor and board packs as PDFs or files by email, Slack or Teams.
Data We Connect
- ERP and general ledger
- CRM
- Billing or order system
- Payroll and HR system
- Acquired company systems
- Budget spreadsheets
- Snowflake
Common questions
What reporting do private equity sponsors ask for?
Most sponsors ask for monthly financials against budget and prior year, cash and covenant figures, and a set of operating KPIs agreed at the deal. The exact list comes from your sponsor and credit agreement.
Can Sigma automate our monthly sponsor package?
Yes. We load the ERP and other systems into Snowflake, rebuild the package in Sigma and check it against the last one built by hand before switching.
How do you combine add-on acquisitions?
We map each acquired company to one chart of accounts and KPI set in Snowflake. Once mapped, it joins the consolidated view every month without manual work.
Does this help when the sponsor sells the company?
Yes. Clean, dated history in a warehouse lets diligence questions be answered from tables instead of rebuilt from old files.
How long does a Sigma build take?
It depends on your ERP, how many entities you have and how much history you need. We scope it on a short call, starting with the sponsor package.
Bring the report that eats your week
We'll look at it with you and say what Sigma would save. No pitch deck.