Stop Fighting Spreadsheets. Get a Real System in 4 Weeks

LP operations consulting from someone who's actually done the job. No 6-month engagements. No PowerPoint deliverables. Just working systems you can use immediately.
Team with backgrounds from

Building Experience

We’ve built and used these systems ourselves. With 10+ years as LPs and over 2,000 capital account statements analyzed, we know the ins and outs of private equity operations.
No Consulting Theater. Just Results.

The 4-week model

Week 1: Discovery & Design
Weeks 2-3: Build your custom system
Week 4: Deliver & train your team
Result: Walk away with something working for your core use case
Dashboard mockup

Who This Is For

This 4-week model works best for teams that want clarity and speed.

Family offices

Managing +20 fund commitments

Emerging institutional LPs

Building their first portfolio systems

Established institutions

Who don’t mind moving fast

Any LP team tired of consultants

Who bill for months and deliver decks
From Excel Chaos to Instant Portfolio Visibility - in 4 Weeks

Case Study: Nordic Fund-of-Funds

4 weeks from kickoff to working system. Portfolio tracking system with automated exposure and performance metrics. 80% faster reporting and instant visibility across all fund vehicles
The Challenge
A Nordic fund investor was managing several fund-of-funds vehicles - each investing in many of the same underlying funds, which in turn held overlapping portfolio companies.

The result: spreadsheet chaos.
- No way to see true portfolio exposure across vehicles
- Manual reconciliation of which funds held which companies
- Days of cross-referencing
- Excel files each quarter
- Constant risk of double-counting or missing exposures

Every quarter, they spent days trying to answer simple questions: “What’s our total exposure to Company X?” and “Which portfolio companies appear across multiple funds?
Our Approach
Week 1: Mapped the entire investment structure - vehicles, fund investments, and underlying portfolio companies - to understand every relationship.

Weeks 2–3: Built a tailored tracking system with automated calculations for all key metrics (TVPI, DPI, RVPI, IRR) at every level - vehicle, fund, and portfolio company.

Week 4: Delivered Excel upload templates and a real-time exposure dashboard. Trained their team on quarterly updates.

Total time: 4 weeks from kickoff to working system.
The Result
Before: Days of manual work, inconsistent exposure tracking, no real-time overview.

After:
-  15-minute quarterly updates: Upload capital account data from Excel - system handles the rest.
- Instant exposure mapping: Real-time view of total portfolio company exposure across all vehicle.
- Automatic calculations: TVPI, DPI, and multiples updated instantly at fund and company level.
- Board-ready reports: Export current portfolio snapshots anytime - not just at quarter-end.

Now, when they’re asked “What’s our total exposure to this company across all funds?” the answer takes seconds - not a day of spreadsheet archaeology.
Delivered in 4 weeks. Complete ownership.
Timeline: Under 4 weeks from kickoff to working system.

Ownership: They own everything - every line of code, every piece of data, full system documentation.No licensing fees. No subscriptions. No "call us for a change request."If they never talk to us again after Week 4, the system keeps working exactly as promised.

That's what delivered means to us.
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Get started

Book a 30-minute discovery call. We'll look at your current setup and map out exactly what we'd build in your 4-week engagement.

Why LPs Choose 4-Week Systems

Real results from real investors.
"Steffen knew what you got from a capital account statement and what you needed from the financial statement. Sounds basic, but you'd be surprised how many consultants we've talked to who don't. We didn't have to explain what look-through exposure is - they already know and had set it up several times before"
Partner
Nordic Fund-of-Funds
"The fixed 4-week timeline was the reason we said yes. We've been burned by consultants who bill forever. Now our quarterly reporting takes 2 hours instead of 2 days."
Partner
Emerging Institutional LP
"Our old forecasting tool had a very steep price and we still couldn't customize the assumptions. Steffen rebuilt it in 4 weeks for less than we were spending per year, and now we actually understand how it works"
Managing Partner
Nordic family office
Support

FAQs

It’s normal to have questions before committing to a new way of working. Here are the most common ones we get from teams like yours.
Can everything really get done in 4 weeks?
Yes - because we’re not starting from a blank page. We build on proven frameworks and infrastructure, then tailor them to your workflow.And you’re not paying for junior consultants to learn on your time.
How much does it cost?
Pricing depends on scope, but all projects are fixed-price and agreed upfront. No hourly billing, no scope creep. You’ll know exactly what you’re getting and what it costs before we start.

Most 4-week builds fall between €15k and €50k, depending on complexity.
What if my needs are more complex?
We’ll tell you in the discovery call if 4 weeks isn’t realistic. But we rarely see something truly unique - most investor systems share 80% of the same foundations. We reuse our core building blocks, so you benefit from existing knowledge.
Where is the data stored?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
What if we want to expand later?
Easy. Because you own the system and all documentation, any developer (including us) can build on it later. Many clients start small and expand once they discover new needs.
Contact us

Ready to Stop Fighting Spreadsheets?

Book a 30-minute discovery call. We'll look at your current setup and map out exactly what we'd build in your 4-week engagement.
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